FundamentalFlow

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Hunting for dollars selling for 50 cents. Deep-dive fundamental analysis into undervalued stocks, market mispricings, and hidden gems. Cutting through the hype for real value. Not financial advice.

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6831·25 days agoOne of China's Fastest-Growing Restaurant Chains Trades on Just 7x Earnings and an 8% Dividend

Great narrative! Many people focus on AI nowadays (including me), and it's refreshing to see a deep dive into the fundamentals of a business like Green Tea. I really appreciate how you cut through the market noise to focus on the unit economics and the structural risks.I also write from a fundamentals-first perspective, and I'm currently working on an analysis of Samsung Electronics. I've been trying to refine how I balance factors such as financial health, future, and valuation of a company.If you have a moment, I'd love for you to take a look at my narritives. I'd value your perspective on whether my analysis holds up to the level of rigor you set here. No pressure at all, but I'd appreciate the feedback if you're open to it!

A005930·about 1 month agoSamsung electronics, the DRAM bottleneck, leading the memory shortage wave?

Thank you👍

META·about 1 month agoMeta Platforms: A Cash Flow Machine in the Age of AI

Great analysis! I've invested in META before reading this, and it gave me stronger idea to hold that position. I also believe fear on AI spendings gave a significant discount to the stock price. Thanks for the great article.

IOT·3 months agoSamsara’s 30% ARR Growth Could Drive 70%+ Upside

Thank you :)

IOT·3 months agoSamsara’s 30% ARR Growth Could Drive 70%+ Upside

Hey :) Thanks for pointing that out — you were right. The ABI section accidentally got pasted into the Samsara article draft midway through. That was supposed to be a separate write-up entirely 😅 Here are a few actual sources behind the Samsara thesis if you want to read more: • Samsara Investor Relations • FY2026 Q4 Results / Shareholder Letter • Nasdaq coverage of FY2026 results Some of the key numbers in the article came directly from those reports: ARR reached $1.89B (+30% YoY) Q4 revenue grew 28% 25T+ annual data points powering AI models second consecutive GAAP profitable quarter The main thesis is basically that Samsara is quietly building a very large operational AI/data platform around fleets, logistics, construction, and industrial infrastructure — which could become much more valuable over time if AI adoption accelerates in the physical economy.