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PYPL logo
PayPal Holdings

The "Sleeping Giant" Stumbles, Then Wakes Up

December 28, 2025 For precisely 48 hours in mid-December 2025, it looked like the "Alex Chriss Turnaround" at PayPal was about to shift into overdrive. On December 15, the payments giant finally pulled the trigger on a strategy investors had whispered about for years: it filed to become a bank.
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US$82
FV
29.7% undervalued intrinsic discount
8.51%
Revenue growth p.a.
7.3k
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31users have liked this narrative
4users have commented on this narrative
60users have followed this narrative
BMBL logo
Bumble

Swiped Left by Wall Street: The BMBL Rebound Trade

Originally published by the Woodworth Contrarian Fund here: https://www.woodworth.fund/news/swiped-left-by-wall-street-the-bmbl-rebound-trade Bumble looks like another “dead app” stock at first glance—revenue rolling over, consensus price targets drifting down, and big tech funds ghosting it like a bad first date. Under the hood, it is a turnaround in mid‑flight: cutting costs hard, consolidating assets like Fruitz and Geneva, and putting the founder back in charge at a price that bakes in way more heartbreak than the current business performance justifies.​ From busted IPO to rebound candidate When Bumble went public in February of 2021, it was the market’s shiny new match—women‑first, high‑growth, all vibes.
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US$9
FV
61.3% undervalued intrinsic discount
-3.71%
Revenue growth p.a.
2.7k
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6users have liked this narrative
0users have commented on this narrative
19users have followed this narrative
DUOL logo
Duolingo

Duolingo (DUOL): Why A 20% Drop Might Be The Entry Point We've Been Waiting For

December 27, 2025 It is a scenario that frustrates traders but delights long-term investors: A company crushes its earnings report, posting record revenue and user growth, yet the stock plummets 20% overnight. This is exactly what happened to Duolingo (NASDAQ: DUOL) in early November.
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US$268.64
FV
34.2% undervalued intrinsic discount
18.36%
Revenue growth p.a.
2.9k
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8users have liked this narrative
5users have commented on this narrative
32users have followed this narrative
MOL logo
MOL Magyar Olaj- és Gázipari Nyilvánosan Muködo Részvénytársaság

Refining Recovery And Circular Economy Services Will Support A Stronger Future For This Business

Catalysts About MOL Magyar Olaj- és Gázipari Nyilvánosan Muködo Részvénytársaság MOL Magyar Olaj- és Gázipari Nyilvánosan Muködo Részvénytársaság is an integrated Central and Eastern European energy group with activities across upstream, refining, petrochemicals, consumer services and circular economy services. What are the underlying business or industry changes driving this perspective?Read more

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0
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Ft3.73k
14.2% undervalued intrinsic discount
AnalystHighTarget's Fair Value
Revenue
2.22% p.a.
Profit Margin
5.29%
Future PE
9.57x
Price in 2029
Ft6.45k
MOL logo
MOL Magyar Olaj- és Gázipari Nyilvánosan Muködo Részvénytársaság

Refining Margins And Circular Economy Services Will Drive Stronger Long-Term Performance

Catalysts About MOL Magyar Olaj- és Gázipari Nyilvánosan Muködo Részvénytársaság MOL is an integrated Central and Eastern European energy group active in upstream, refining, petrochemicals, fuel retail and circular economy services. What are the underlying business or industry changes driving this perspective?Read more

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20
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0users have liked this narrative
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2users have followed this narrative
Ft3.23k
0.9% undervalued intrinsic discount
AnalystConsensusTarget's Fair Value
Revenue
0.66% p.a.
Profit Margin
4.67%
Future PE
9.85x
Price in 2028
Ft4.57k
RICHTER logo
Gedeon Richter

Women’s Health Tailwinds And CNS Pipeline Will Drive Long-Term Earnings Power

Catalysts About Gedeon Richter Gedeon Richter is a Hungary based pharmaceutical company focused on innovative women’s health, central nervous system therapies and selected biosimilars, alongside a resilient general medicines portfolio. What are the underlying business or industry changes driving this perspective?Read more

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11
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0users have commented on this narrative
1users have followed this narrative
Ft11.95k
14.0% undervalued intrinsic discount
AnalystConsensusTarget's Fair Value
Revenue
7.91% p.a.
Profit Margin
28.99%
Future PE
9.42x
Price in 2028
Ft16.74k
OTP logo
OTP Bank Nyrt

Loan Expansion And Eurozone Convergence Will Support Stronger Long Term Bank Fundamentals

Catalysts About OTP Bank Nyrt OTP Bank Nyrt is a leading universal banking group in Central and Eastern Europe with a strong presence in retail and corporate lending, deposits and related financial services. What are the underlying business or industry changes driving this perspective?Read more

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15
users have viewed this narrative
1users have liked this narrative
0users have commented on this narrative
1users have followed this narrative
Ft34.57k
5.8% overvalued intrinsic discount
AnalystConsensusTarget's Fair Value
Revenue
4.85% p.a.
Profit Margin
37.23%
Future PE
10.69x
Price in 2028
Ft50.9k
MOL logo
MOL Magyar Olaj- és Gázipari Nyilvánosan Muködo Részvénytársaság

Refinery Outage And Petrochemical Weakness Will Pressure Margins And Earnings Ahead

Catalysts About MOL Magyar Olaj- és Gázipari Nyilvánosan Muködo Részvénytársaság MOL Magyar Olaj- és Gázipari Nyilvánosan Muködo Részvénytársaság is an integrated Central and Eastern European energy group engaged in upstream exploration and production, downstream refining and petrochemicals, and consumer and circular economy services. What are the underlying business or industry changes driving this perspective?Read more

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2
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Ft2.38k
34.3% overvalued intrinsic discount
AnalystLowTarget's Fair Value
Revenue
-7.57% p.a.
Profit Margin
4.19%
Future PE
10.47x
Price in 2028
Ft3.37k