Each week our analysts hand pick their favourite Narratives from the community. Narratives are a game-changing way for investors to make sound decisions on their stocks. A narrative always has 3 parts: a story, a forecast and a fair value. You can create one yourself in 3 minutes or you can select one from our thriving community .
This week’s picks cover:
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💸 Why Venmo and merchant solutions are driving PayPal’s upside potential.
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⚡ How IREN’s pivot from Bitcoin mining to AI infrastructure is adding value.
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🌊 How Cadeler’s fleet expansion rides offshore wind growth.
💡 Why we like it: Zwfis blends personal conviction with structured valuation work. The style is approachable yet thorough, moving from qualitative excitement to quantitative rigor with DCFs, reverse DCFs, and growth scenarios. It’s a good example of how to mix story-driven optimism with concrete numbers, giving us readers both a reason to believe and a valuation anchor.
💡 Why we like it: This narrative takes a big, sprawling story and makes it digestible by weaving together IREN’s mining roots, efficiency metrics, and emerging AI ambitions into one clear thread. It’s a strong example of blending industry context with forward-looking projections, all while anchoring the analysis around the big question — does IREN offer enough outperformance over simply holding Bitcoin?
💡 Why we like it: Mandelman’s catalysts for Cadeler are supported with concrete numbers, while the risks are acknowledged in plain terms. The narrative update strengthens the piece by showing how new results feed directly into revised growth and margin assumptions, which are a nice example of process discipline. It’s a well-rounded case that keeps both upside and downside in view.
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đź”” Know when to act: Set the narrative valuations as your own fair value to know when to buy, hold or sell the stock.
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🤔 Get answers: Ask the author any questions in the comments section. Feel free to like as well to support their work.
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✨ Discover more Narratives: There are hundreds of other insightful stock narratives on our Community page .
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✍️ Build an audience: Have your narrative seen by millions of investors, simply meet our Featuring criteria to go into the running!
Disclaimer
BlackGoat is an employee of Simply Wall St, but has written a narrative in their capacity as an individual investor. Simply Wall St has no position in any of the companies mentioned. These narratives are general in nature and explore scenarios and estimates created by the authors. These narratives do not reflect the opinions of Simply Wall St, and the views expressed are the opinion of the author alone, acting on their own behalf. These scenarios are not indicative of the company’s future performance and are exploratory in the ideas they cover. The fair value estimate’s are estimations only, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that the author’s analysis may not factor in the latest price-sensitive company announcements or qualitative material.