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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
29.0% undervalued
intrinsic discount
14.72%
Revenue growth p.a.
Set Fair Value
6
users have liked this narrative
2
users have commented on this narrative
33
users have followed this narrative
30 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
22.6% undervalued
intrinsic discount
21.73%
Revenue growth p.a.
Set Fair Value
26
users have liked this narrative
3
users have commented on this narrative
50
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
60.1% undervalued
intrinsic discount
58.08%
Revenue growth p.a.
Set Fair Value
5
users have liked this narrative
1
users have commented on this narrative
22
users have followed this narrative
17 days ago
author updated this narrative
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Advanced Micro Devices
BA
Bailey
Equity Analyst
Hardware Efficiency And Pricing Strategies To Bolster Revenue Growth
Key Takeaways AMD's focus on thermal efficiency and new node advancements will see them overtake Intel in desktop CPU sales. AMD pricing strategy to undercut Nvidia in the Low-Mid end GPU markets will be a huge growth driver in the gaming segment.
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US$180.1
FV
12.3% undervalued
intrinsic discount
16.50%
Revenue growth p.a.
Set Fair Value
45
users have liked this narrative
3
users have commented on this narrative
48
users have followed this narrative
10 months ago
author updated this narrative
Lifco
JO
Jonh
Community Contributor
Lifco's Expansion Will Thrive Despite Current Market Headwinds
Key Takeaways Strategic acquisitions and financial flexibility are key drivers of Lifco's growth, boosting both organic and inorganic expansion. Efficient cash flow and inventory management aid profitability, enhancing operational efficiencies and supporting future dividend growth.
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SEK 396.55
FV
17.3% undervalued
intrinsic discount
12.00%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
3
users have followed this narrative
6 months ago
author updated this narrative
HIVE
HIVE Digital Technologies
PR
prajitdasani
Community Contributor
Buy Rating for HIVE
HIVE Digital Technologies Ltd. ( NASDAQ:HIVE - - Equities researchers at HC Wainwright raised their FY2025 EPS estimates for shares of HIVE Digital Technologies in a research note issued on Thursday, November 14th.
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CA$8.45
FV
36.9% undervalued
intrinsic discount
45.07%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
0
users have commented on this narrative
16
users have followed this narrative
10 months ago
author updated this narrative
Apple
BA
Bailey
Equity Analyst
EU Regulations And Poor Emerging Market Strategy Will Erode Margins And Limit Sales Growth
Key Takeaways Over-reliance on new market penetration could prove to be unfruitful, while the world continues to grapple with cost-of-living pressures. Poor emerging market strategy could lead to failure in India and South America due to prohibitive costs.
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US$207.71
FV
14.5% overvalued
intrinsic discount
6.39%
Revenue growth p.a.
Set Fair Value
74
users have liked this narrative
18
users have commented on this narrative
37
users have followed this narrative
10 months ago
author updated this narrative
Tesla
DA
DailyInvestors
Community Contributor
EV Titan: Finally Slade
The true definition of a "Bullish Signals" is sometimes played out to Truly Be a Bearish Signal. Tesla is one that proves that controlling the media can truly bring any company to where they are.
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US$95
FV
338.8% overvalued
intrinsic discount
-9.16%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
1
users have commented on this narrative
6
users have followed this narrative
6 months ago
author updated this narrative
XTB
DZ
Dzitkowskik
Community Contributor
XTB's Path to 100–120 PLN by 2028 Amid Market Volatility
1. Current Data Snapshot (as of March 6, 2025) XTB is a Warsaw-based brokerage firm specializing in retail and institutional trading of financial instruments, including CFDs, forex, stocks, and ETFs. Here’s what we can infer from available data up to this point: Stock Price Performance: XTB hit an all-time high of 78.00 PLN on January 21, 2025, with a market cap around 7.89 billion PLN (as per TradingView data).
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zł100.96
FV
27.7% undervalued
intrinsic discount
15.00%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
1
users have commented on this narrative
38
users have followed this narrative
6 months ago
author updated this narrative
Bank of America
RI
Richard_Bowman
Equity Analyst and Writer
Underwater Bond Holdings Will Squeeze its Net Interest Margin
Key Takeaways Banks are being forced to offer higher rates to keep deposits. Lending will remain slow, which will squeeze net interest margins.
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US$44.16
FV
18.0% overvalued
intrinsic discount
2.00%
Revenue growth p.a.
Set Fair Value
5
users have liked this narrative
1
users have commented on this narrative
15
users have followed this narrative
10 months ago
author updated this narrative
Nexans
BE
Bejgal
Community Contributor
Nexans will Shine with Record High Voltage Backlog Achieving €6.2B by 2024
Catalysts Record backlog in High Voltage (€6.2B in 2024). Growth in global electrification (CAGR 7% until 2028).
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€95.1
FV
40.0% overvalued
intrinsic discount
-0.63%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
8
users have followed this narrative
6 months ago
author updated this narrative
NVIDIA
KI
KiwiInvest
Community Contributor
NVIDIA's future hinges on $400b revenue and AI software dominance
Nvidia will hit $400b annual revenue in 5 years time. ~90% of revenue will come from data centre customers.
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US$170.26
FV
3.5% overvalued
intrinsic discount
25.00%
Revenue growth p.a.
Set Fair Value
33
users have liked this narrative
12
users have commented on this narrative
190
users have followed this narrative
7 months ago
author updated this narrative