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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
31.0% undervalued intrinsic discount
8.51%
Revenue growth p.a.
8.7k
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33users have liked this narrative
5users have commented on this narrative
70users 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
59.8% undervalued intrinsic discount
-3.71%
Revenue growth p.a.
3k
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6users have liked this narrative
0users have commented on this narrative
21users 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
38.3% undervalued intrinsic discount
18.36%
Revenue growth p.a.
3.4k
users have viewed this narrative
9users have liked this narrative
5users have commented on this narrative
40users have followed this narrative
ALICORC1 logo
AlicorpA

Home And Personal Care Expansion Will Drive Long Term Upside Potential

Catalysts About AlicorpA AlicorpA is a Latin American consumer goods and B2B company that manufactures and markets branded food, home and personal care products, and specialized feeds across multiple countries. What are the underlying business or industry changes driving this perspective?Read more

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22
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1users have followed this narrative
S/13.5
14.4% undervalued intrinsic discount
AnalystHighTarget's Fair Value
Revenue
8.35% p.a.
Profit Margin
6.13%
Future PE
12.57x
Price in 2029
S/16.13
ALICORC1 logo
AlicorpA

Aquafeed Expansion And Integration Risks Will Shape Earnings Trajectory Over The Coming Years

Catalysts About AlicorpA AlicorpA is a diversified Latin American consumer goods and B2B company, with leading brands across home care, food, and aquafeed, supported by integrated manufacturing and distribution capabilities. What are the underlying business or industry changes driving this perspective?Read more

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0
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S/8.6
34.3% overvalued intrinsic discount
AnalystLowTarget's Fair Value
Revenue
8.22% p.a.
Profit Margin
6.12%
Future PE
8.05x
Price in 2028
S/12.84
INRETC1 logo
InRetail Perú

Hard Discount Expansion And Logistics Transformation Will Drive Long-Term Retail Strength

Catalysts About InRetail Perú InRetail Perú operates an integrated platform of food retail, pharmacies and shopping malls across Peru. What are the underlying business or industry changes driving this perspective?Read more

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10
users have viewed this narrative
0users have liked this narrative
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2users have followed this narrative
US$38
21.4% undervalued intrinsic discount
AnalystConsensusTarget's Fair Value
Revenue
6.8% p.a.
Profit Margin
4.14%
Future PE
19.09x
Price in 2028
US$61.73
IFS logo
Intercorp Financial Services

Digital Adoption And Payments Expansion Will Drive Stronger Margins And Earnings Stability

Catalysts About Intercorp Financial Services Intercorp Financial Services is a leading Peruvian financial group providing banking, insurance and wealth management solutions across retail, commercial and affluent segments. What are the underlying business or industry changes driving this perspective?Read more

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0
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1users have followed this narrative
US$46.81
3.6% undervalued intrinsic discount
AnalystConsensusTarget's Fair Value
Revenue
15.68% p.a.
Profit Margin
0.32%
Future PE
9.63x
Price in 2028
US$0.73
CPACASC1 logo
Cementos PacasmayoA

CPACASC1: Fair Value Increase Will Drive Optimism Despite Moderated Profit Outlook

Key Takeaways Long-term infrastructure project focus is projected to drive revenue growth, establishing Cementos Pacasmayo as a preferred supplier. Adoption of sustainable fuels and strategic capital allocation aims to enhance margins and support sustainable growth.Read more

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52
users have viewed this narrative
0users have liked this narrative
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3users have followed this narrative
S/6.2
12.9% overvalued intrinsic discount
AnalystConsensusTarget's Fair Value
Revenue
2.54% p.a.
Profit Margin
11.97%
Future PE
16.05x
Price in 2028
S/10.08