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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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Company	Price & Valuation	FV & Narrative	Valuation	Growth	Analyst Target
GANX Gain Therapeutics US$1.84n/aintrinsic discount 9.5%7D -9.8%3M The author hasn't set a fair value for GANX
IREN IREN US$41.2942.2% undervalued intrinsic discount 7.0%7D -14.7%3M BL US$71.48author fair value 17 Julauthor updated this narrative IREN's Bold Moves in Sustainable Bitcoin Mining & AI Data Centers
AMTM Amentum Holdings US$20.98n/aintrinsic discount 2.4%7D -24.5%3M The author hasn't set a fair value for AMTM
GQG GQG Partners AU$1.3424.6% undervalued intrinsic discount -1.5%7D -18.3%3M AN AU$1.78author fair value 17 Julauthor updated this narrative Index Additions And Dividend Announcements Will Drive Future Asset Inflows
DUOL Duolingo US$124.7115.3% overvalued intrinsic discount -2.8%7D 18.2%3M AN US$108.14author fair value 15 Julauthor updated this narrative DUOL: User Growth Concerns Will Fade As Engagement Increases In Key Markets
GRAB Grab Holdings US$3.5057.3% undervalued intrinsic discount -7.9%7D -13.8%3M BL US$8.2author fair value 17 Sepauthor updated this narrative GRAB: The Super-App at the Heart of Southeast Asia’s Digital Boom
FIG Figma US$21.9316.7% overvalued intrinsic discount -8.1%7D 14.4%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
DRO DroneShield AU$2.1642.0% undervalued intrinsic discount -8.9%7D -41.9%3M AN AU$3.73author fair value 26 Junauthor updated this narrative DRO: Joining Major Indexes And Key Defense Contracts Will Drive Demand
FBR FBR AU$0.13n/aintrinsic discount -13.3%7D -25.7%3M The author hasn't set a fair value for FBR

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Company	Price & Valuation	FV & Narrative	Valuation	Growth	Analyst Target
GANX Gain Therapeutics 9.5%7D -9.8%3M	US$1.84 n/aintrinsic discount	The author hasn't set a fair value for GANX	PB 5.6x	E 30.7%	US$7.20
IREN IREN 7.0%7D -14.7%3M	US$41.29 42.2% undervalued intrinsic discount	BL US$71.48author fair value 17 Julauthor updated this narrative IREN's Bold Moves in Sustainable Bitcoin Mining & AI Data Centers	PE 93.4x	E 37.4%	US$80.93
AMTM Amentum Holdings 2.4%7D -24.5%3M	US$20.98 n/aintrinsic discount	The author hasn't set a fair value for AMTM	PE 34.6x	E 29.1%	US$31.75
GQG GQG Partners -1.5%7D -18.3%3M	AU$1.34 24.6% undervalued intrinsic discount	AN AU$1.78author fair value 17 Julauthor updated this narrative Index Additions And Dividend Announcements Will Drive Future Asset Inflows	PE 6.1x	E -5.1%	AU$1.78
DUOL Duolingo -2.8%7D 18.2%3M	US$124.71 15.3% overvalued intrinsic discount	AN US$108.14author fair value 15 Julauthor updated this narrative DUOL: User Growth Concerns Will Fade As Engagement Increases In Key Markets	PE 13.8x	E -29.1%	US$113.24
GRAB Grab Holdings -7.9%7D -13.8%3M	US$3.50 57.3% undervalued intrinsic discount	BL US$8.2author fair value 17 Sepauthor updated this narrative GRAB: The Super-App at the Heart of Southeast Asia’s Digital Boom	PE 37.7x	E 22.7%	US$5.89
FIG Figma -8.1%7D 14.4%3M	US$21.93 16.7% overvalued 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 10x	E 41.8%	US$30.56
DRO DroneShield -8.9%7D -41.9%3M	AU$2.16 42.0% undervalued intrinsic discount	AN AU$3.73author fair value 26 Junauthor updated this narrative DRO: Joining Major Indexes And Key Defense Contracts Will Drive Demand	PS 9.2x	E 58.5%	AU$3.58
FBR FBR -13.3%7D -25.7%3M	AU$0.13 n/aintrinsic discount	The author hasn't set a fair value for FBR	PS 14.2x	S n/a	n/a

Share Club

Watching

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

Index Additions And Dividend Announcements Will Drive Future Asset Inflows

DUOL: User Growth Concerns Will Fade As Engagement Increases In Key Markets

GRAB: The Super-App at the Heart of Southeast Asia’s Digital Boom

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

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

Watching

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

Index Additions And Dividend Announcements Will Drive Future Asset Inflows

DUOL: User Growth Concerns Will Fade As Engagement Increases In Key Markets

GRAB: The Super-App at the Heart of Southeast Asia’s Digital Boom

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

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