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Global Community
Our community narratives are driven by numbers and valuation.
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Community Investing Ideas
Global Weekly Picks
Addus HomeCare
DA
DanielGC
Community Contributor
Quality at a Premium. A time to watch, not to buy?
Key Takeaways Consistent revenue growth, strong profitability, and a pristine balance sheet position Addus for sustained disciplined acquisitive growth and improved operational efficiency. The company's business model is resilient and defensive against cyclical downturns, making it a safe haven in times of economic uncertainty.
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US$154.56
FV
29.9% undervalued
intrinsic discount
14.72%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
1
users have commented on this narrative
18
users have followed this narrative
28 days ago
author updated this narrative
Grab Holdings
BL
BlackGoat
Community Contributor
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$8.2
FV
22.9% undervalued
intrinsic discount
21.73%
Revenue growth p.a.
Set Fair Value
18
users have liked this narrative
2
users have commented on this narrative
27
users have followed this narrative
Updated
narrative
Verve Group
ME
MEB
Community Contributor
Verve Group to Surge with 51.61% Revenue Growth
Verve Group faces near-term skepticism following its FY25 Q2 report, which included a downward revision to full-year revenue guidance. But beneath the short-term noise lies a company undergoing a strategic inflection — one that positions it to capture outsized value in the post-cookie, privacy-first advertising economy.
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€6
FV
64.1% undervalued
intrinsic discount
58.08%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
1
users have commented on this narrative
12
users have followed this narrative
15 days ago
author updated this narrative
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Legend Internet
WA
WaneInvestmentHouse
Community Contributor
Legend Internet Plc – Profitability Amid Growth Investments
Legend Internet Plc – Profitability Amid Growth Investments. Legend Internet Plc has demonstrated stable top-line growth and expanding market presence in Nigeria’s digital broadband space.
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₦0
FV
n/a
intrinsic discount
0%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
2
users have commented on this narrative
5
users have followed this narrative
10 days ago
author updated this narrative
I-Tech
MA
Mandelman
Community Contributor
I-Tech's Selektope Expansion Will Drive 28% Revenue Increase in 5 Years
Q1 2025 Update Updates to the model and supporting figures below Solid report, above expectation on all lines. Good cashflows, removing doubts/concerns about this topic.
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SEK 146.82
FV
35.7% undervalued
intrinsic discount
19.16%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
0
users have commented on this narrative
24
users have followed this narrative
11 days ago
author updated this narrative
Hoth Therapeutics
Sponsored
content by Hoth Therapeutics
JO
Jolt_Communications
Community Contributor
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$5.3
FV
65.5% undervalued
intrinsic discount
0%
Revenue growth p.a.
Set Fair Value
17
users have liked this narrative
2
users have commented on this narrative
122
users have followed this narrative
12 days ago
author updated this narrative
Dolmen City REIT
UB
ubaid
Community Contributor
Opinion on Fair Value of Dolmen City REIT (DCR) Stock
I believe the fair value of Dolmen City REIT (DCR) stock is approximately 42.89 PKR, significantly higher than its current market price of around 32.25 PKR. This opinion is based on a fundamental analysis of DCR’s financial metrics and market position, which suggest the stock is undervalued.
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PK₨43.19
FV
26.8% undervalued
intrinsic discount
40.04%
Revenue growth p.a.
Set Fair Value
3
users have liked this narrative
1
users have commented on this narrative
6
users have followed this narrative
12 days ago
author updated this narrative
Broadcom
CO
codepoet
Community Contributor
A tech powerhouse quietly powering the world’s AI infrastructure.
1. Dual-Engine Growth: AI Semiconductors + Software Broadcom is no longer just a chipmaker; it’s a full-stack AI and infrastructure provider , blending hardware and software seamlessly.
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US$325
FV
10.8% overvalued
intrinsic discount
13.12%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
12
users have followed this narrative
12 days ago
author updated this narrative
GR Silver Mining
AG
Agricola
Community Contributor
A Case for GR Silver (TSXV:GRSL) Reaching CAD$3.00 by 2029
Stock Analysis: GR Silver Mining Ltd. (TSXV:GRSL) This analysis provides a 5-year stock price forecast for GR Silver Mining Ltd.
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CA$3
FV
91.8% undervalued
intrinsic discount
0%
Revenue growth p.a.
Set Fair Value
3
users have liked this narrative
0
users have commented on this narrative
14
users have followed this narrative
14 days ago
author updated this narrative
NVIDIA
IS
iStock
Community Contributor
NVDA FY 25 Result
When looking at the earnings release, we could see that the company has been benefitting from record Data Center adoption. its revenue grew by 23% compared to the fourth quarter and 427% from a year ago it is fueled by strong and accelerating demand for generative AI training and inference Generative AI has expanded to consumer internet companies, and enterprise, sovereign AI, automotive and healthcare customers, creating multiple multibillion-dollar vertical markets Moreover, the company decided to announce a series of rewards for investors 10 for 1 forward stock split result in a proportionate increase in the number of shares of authorised common stock increasing its quarterly cash dividend by 150% from $0.04 per share to $0.10 per share of common stock
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US$171.77
FV
1.8% overvalued
intrinsic discount
24.06%
Revenue growth p.a.
Set Fair Value
6
users have liked this narrative
0
users have commented on this narrative
39
users have followed this narrative
14 days ago
author updated this narrative
PayPal Holdings
ZW
Zwfis
Community Contributor
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
36.5% undervalued
intrinsic discount
7.22%
Revenue growth p.a.
Set Fair Value
24
users have liked this narrative
1
users have commented on this narrative
50
users have followed this narrative
15 days ago
author updated this narrative
Verve Group
ME
MEB
Community Contributor
Verve Group to Surge with 51.61% Revenue Growth
Verve Group faces near-term skepticism following its FY25 Q2 report, which included a downward revision to full-year revenue guidance. But beneath the short-term noise lies a company undergoing a strategic inflection — one that positions it to capture outsized value in the post-cookie, privacy-first advertising economy.
View narrative
€6
FV
64.1% undervalued
intrinsic discount
58.08%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
1
users have commented on this narrative
12
users have followed this narrative
15 days ago
author updated this narrative