Name: Financial Insights Based on S&P Global Market Intelligence
Creator: Simply Wall St Pty Ltd
License: https://www.spglobal.com/content/dam/spglobal/corporate/en/documents/secure/MI-FastTrack-Terms-and-Conditions-July-2023.pdf

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Watching

Company	Price & Valuation	My FV & Narrative	Valuation	Growth	Analyst Target
DRO DroneShield AU$3.7816.0% undervalued intrinsic discount 4.7%7D -9.6%3M AN AU$4.5author fair value 17 Aprauthor updated this narrative DRO: Joining Major Indexes And Key Defense Contracts Will Drive Demand
IREN IREN US$50.6447.1% undervalued intrinsic discount 3.9%7D -15.6%3M BL US$95.75author fair value 20 Marauthor updated this narrative IREN's Bold Moves in Sustainable Bitcoin Mining & AI Data Centers
DUOL Duolingo US$103.4524.0% undervalued intrinsic discount -1.3%7D -29.2%3M AN US$136.17author fair value 17 Aprauthor updated this narrative AI And New Subjects Will Amplify Global Digital Learning
GQG GQG Partners AU$1.6335.4% overvalued intrinsic discount -5.0%7D 2.5%3M R_ AU$1.2author fair value 08 Marauthor updated this narrative AI short positioning & India emerging market opportunties
AMTM Amentum Holdings US$25.8522.7% undervalued intrinsic discount -6.4%7D -26.9%3M AN US$33.45author fair value 05 Decauthor updated this narrative Nuclear And Space Contract Backlog Will Drive Long-Term Earnings Power
GANX Gain Therapeutics US$1.9774.1% undervalued intrinsic discount -7.1%7D -4.4%3M LO US$7.6author fair value 02 Aprauthor updated this narrative The Market Is Sleeping on This Parkinson's Biotech - And I Think That's a Mistake
GRAB Grab Holdings US$3.9012.2% undervalued intrinsic discount -7.4%7D -16.8%3M WA US$4.44author fair value 07 Aprauthor updated this narrative Grab Holdings Ltd – Launch of Autonomous Ride-Hailing Service (Ai.R) in Singapore
FIG Figma US$17.477.0% undervalued intrinsic discount -8.1%7D -38.6%3M TI US$18.79author fair value 20 Febauthor updated this narrative Figma (FIG): The S&P 500’s Design Standard Turning Into an All-in-One Platform
FBR FBR AU$0.00397.0% undervalued intrinsic discount -25.0%7D -25.0%3M AU$0.1author fair value 19 Junauthor updated this narrative Analysts are bullish with a Price Target of A$0.10 based on 2457.3% annual revenue growth forecasts.

Watching

Company	Price & Valuation	My FV & Narrative	Valuation	Growth	Analyst Target
DRO DroneShield 4.7%7D -9.6%3M	AU$3.78 16.0% undervalued intrinsic discount	AN AU$4.5author fair value 17 Aprauthor updated this narrative DRO: Joining Major Indexes And Key Defense Contracts Will Drive Demand	PS 16.1x	E 61.0%	AU$4.40
IREN IREN 3.9%7D -15.6%3M	US$50.64 47.1% undervalued intrinsic discount	BL US$95.75author fair value 20 Marauthor updated this narrative IREN's Bold Moves in Sustainable Bitcoin Mining & AI Data Centers	PE 43.2x	E -40.8%	US$72.07
DUOL Duolingo -1.3%7D -29.2%3M	US$103.45 24.0% undervalued intrinsic discount	AN US$136.17author fair value 17 Aprauthor updated this narrative AI And New Subjects Will Amplify Global Digital Learning	PE 11.7x	E -32.5%	US$104.97
GQG GQG Partners -5.0%7D 2.5%3M	AU$1.63 35.4% overvalued intrinsic discount	R_ AU$1.2author fair value 08 Marauthor updated this narrative AI short positioning & India emerging market opportunties	PE 7.5x	E -3.5%	AU$1.90
AMTM Amentum Holdings -6.4%7D -26.9%3M	US$25.85 22.7% undervalued intrinsic discount	AN US$33.45author fair value 05 Decauthor updated this narrative Nuclear And Space Contract Backlog Will Drive Long-Term Earnings Power	PE 64.3x	E 30.8%	US$36.55
GANX Gain Therapeutics -7.1%7D -4.4%3M	US$1.97 74.1% undervalued intrinsic discount	LO US$7.6author fair value 02 Aprauthor updated this narrative The Market Is Sleeping on This Parkinson's Biotech - And I Think That's a Mistake	PB 4.5x	E 30.1%	US$7.60
GRAB Grab Holdings -7.4%7D -16.8%3M	US$3.90 12.2% undervalued intrinsic discount	WA US$4.44author fair value 07 Aprauthor updated this narrative Grab Holdings Ltd – Launch of Autonomous Ride-Hailing Service (Ai.R) in Singapore	PE 59.7x	E 25.1%	US$6.29
FIG Figma -8.1%7D -38.6%3M	US$17.47 7.0% undervalued intrinsic discount	TI US$18.79author fair value 20 Febauthor updated this narrative Figma (FIG): The S&P 500’s Design Standard Turning Into an All-in-One Platform	PS 8.6x	E 49.0%	US$40.25
FBR FBR -25.0%7D -25.0%3M	AU$0.003 97.0% undervalued intrinsic discount	AU$0.1author fair value 19 Junauthor updated this narrative Analysts are bullish with a Price Target of A$0.10 based on 2457.3% annual revenue growth forecasts.	PS 16.3x	S n/a	n/a

Watching

DRO: Joining Major Indexes And Key Defense Contracts Will Drive Demand

IREN's Bold Moves in Sustainable Bitcoin Mining & AI Data Centers

AI And New Subjects Will Amplify Global Digital Learning

AI short positioning & India emerging market opportunties

Nuclear And Space Contract Backlog Will Drive Long-Term Earnings Power

The Market Is Sleeping on This Parkinson's Biotech - And I Think That's a Mistake

Grab Holdings Ltd – Launch of Autonomous Ride-Hailing Service (Ai.R) in Singapore

Figma (FIG): The S&P 500’s Design Standard Turning Into an All-in-One Platform

Analysts are bullish with a Price Target of A$0.10 based on 2457.3% annual revenue growth forecasts.

Watching

DRO: Joining Major Indexes And Key Defense Contracts Will Drive Demand

IREN's Bold Moves in Sustainable Bitcoin Mining & AI Data Centers

AI And New Subjects Will Amplify Global Digital Learning

AI short positioning & India emerging market opportunties

Nuclear And Space Contract Backlog Will Drive Long-Term Earnings Power

The Market Is Sleeping on This Parkinson's Biotech - And I Think That's a Mistake

Grab Holdings Ltd – Launch of Autonomous Ride-Hailing Service (Ai.R) in Singapore

Figma (FIG): The S&P 500’s Design Standard Turning Into an All-in-One Platform

Analysts are bullish with a Price Target of A$0.10 based on 2457.3% annual revenue growth forecasts.