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Global Weekly Picks

HOTH logo
Hoth Therapeutics

100% Patient Improvement in trial puts this $16M Biotech on the radar

Key Takeaways Hoth is a clinical-stage biotech with a diversified pipeline across oncology, neurology, and inflammation. Lead drug HT-001 targets cancer treatment related rashes, a multi-hundred-million-dollar niche where no approved therapies exist.
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US$5.30
FV
78.1% undervalued intrinsic discount
0%
Revenue growth p.a.
0users have liked this narrative
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1users have followed this narrative
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PYPL logo
PayPal Holdings

PayPal's Future Growth Through Venmo and Merchant Solutions

PayPal at it's surface might not seem like fanciest option available; but as you take a deeper dive into the company it has a lot more to offer than just the app we use for transactions and sending money to others. Most of their revenue comes from transactions while they also source some revenue from other added value services like: Payment Gateway Subscriptions Interest and fees from consumer loans and merchant loans Other credit products referrals partnerships One other source that recently has begun to catch traction for them is Venmo; which is quite similar to the normal services of PayPal but has been very popular with younger populations.
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US$105.25
FV
33.3% undervalued intrinsic discount
7.22%
Revenue growth p.a.
2users have liked this narrative
1users have commented on this narrative
7users have followed this narrative
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IREN logo
IREN

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

"Investing in a bitcoin miner?! How dare you!" endthefud.org Summary IREN owns and operates 4 Bitcoin mining sites in North America, powered by 100% renewable energy, leveraging 'stranded energy' from hydro and solar power plants.
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US$26.54
FV
0.2% undervalued intrinsic discount
30.00%
Revenue growth p.a.
20users have liked this narrative
4users have commented on this narrative
69users have followed this narrative
26 days ago author updated this narrative
CADLR logo
Cadeler

Cadeler set to grow with market.

Catalysts Structural market tailwinds: Offshore wind installations are projected to grow from approximately 8 GW in 2024 to 34 GW by 2030 (28% CAGR), supported by strong policy initiatives in the EU, U.S., and China targeting over 400 GW of capacity. Source.
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NOK 95.36
FV
45.5% undervalued intrinsic discount
30.00%
Revenue growth p.a.
0users have liked this narrative
0users have commented on this narrative
3users have followed this narrative
Updated narrative
TZOO logo
Travelzoo

Oversold on misunderstood earnings

Travelzoo's recent drop due to lower profit margins (based on higher customer acquisition costs) is fundamentally misunderstood. Travelzoo acquires a new customer for $38, and that customer pays $40 for membership, leading to an immediate net gain of $2.
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US$34.91
FV
71.9% undervalued intrinsic discount
15.00%
Revenue growth p.a.
2users have liked this narrative
0users have commented on this narrative
1users have followed this narrative
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PYPL logo
PayPal Holdings

PayPal's Future Growth Through Venmo and Merchant Solutions

PayPal at it's surface might not seem like fanciest option available; but as you take a deeper dive into the company it has a lot more to offer than just the app we use for transactions and sending money to others. Most of their revenue comes from transactions while they also source some revenue from other added value services like: Payment Gateway Subscriptions Interest and fees from consumer loans and merchant loans Other credit products referrals partnerships One other source that recently has begun to catch traction for them is Venmo; which is quite similar to the normal services of PayPal but has been very popular with younger populations.
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US$105.25
FV
33.3% undervalued intrinsic discount
7.22%
Revenue growth p.a.
2users have liked this narrative
1users have commented on this narrative
7users have followed this narrative
New narrative
GRAB logo
Grab Holdings

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

Why I Began Following This Company… My interest in Grab begins with the region it calls home. Southeast Asia is entering a transformative decade: young, fast-growing, and increasingly digital.
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US$6.02
FV
17.1% undervalued intrinsic discount
20.00%
Revenue growth p.a.
7users have liked this narrative
0users have commented on this narrative
11users have followed this narrative
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CAKE logo
Cheesecake Factory

Cheesecake Factory offers an enticing opportunity for long-term growth by leveraging new concepts

The Cheesecake Factory is a stock that I believe most people do not understand it's actual potential; or really what makes this stock so attractive for long term growth. Here is a brief description of the company according to Benzinga: "Cheesecake Factory Inc owns and operates restaurants in the United States and Canada under brands that include The Cheesecake Factory, North Italia, and a collection within the Fox Restaurants Concepts subsidiary.
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US$73.83
FV
16.8% undervalued intrinsic discount
14.51%
Revenue growth p.a.
1users have liked this narrative
0users have commented on this narrative
2users have followed this narrative
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HOTH logo
Hoth Therapeutics

100% Patient Improvement in trial puts this $16M Biotech on the radar

Key Takeaways Hoth is a clinical-stage biotech with a diversified pipeline across oncology, neurology, and inflammation. Lead drug HT-001 targets cancer treatment related rashes, a multi-hundred-million-dollar niche where no approved therapies exist.
View narrative
US$5.30
FV
78.1% undervalued intrinsic discount
0%
Revenue growth p.a.
0users have liked this narrative
0users have commented on this narrative
1users have followed this narrative
New narrative