Dashboard
Portfolios
Watchlist
Community
Discover
Screener
Narratives
🌎 Global
Global
United States
Australia
United Kingdom
Canada
India
China
Argentina
Austria
Bahrain
Bangladesh
Belgium
Bermuda
Botswana
Brazil
Bulgaria
Chile
Colombia
Croatia
Cyprus
Czech Republic
Denmark
Egypt
Estonia
Finland
France
Germany
Ghana
Greece
Hong Kong
Hungary
Iceland
Indonesia
Ireland
Israel
Italy
Ivory Coast
Jamaica
Japan
Jordan
Kenya
Kuwait
Latvia
Lithuania
Luxembourg
Malawi
Malaysia
Malta
Mauritius
Mexico
Morocco
Namibia
Netherlands
New Zealand
Nigeria
Norway
Oman
Pakistan
Palestinian Authority
Peru
Philippines
Poland
Portugal
Qatar
Romania
Russia
Saudi Arabia
Serbia
Singapore
Slovakia
Slovenia
South Africa
South Korea
Spain
Sri Lanka
Sweden
Switzerland
Taiwan
Tanzania
Thailand
Trinidad & Tobago
Tunisia
Turkey
Uganda
Ukraine
United Arab Emirates
Venezuela
Vietnam
Zambia
Zimbabwe
Create a narrative
Global Community
Our community narratives are driven by numbers and valuation.
Create a narrative
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.
View narrative
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.
View narrative
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.
View narrative
€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
All companies
Popular
Undervalued
Overvalued
Load previous narratives
Nyxoah
AN
AnalystLowTarget
Consensus Narrative from 2 Analysts
Regulatory Delays Will Hinder Revenue Ramp But Allow Recovery
Key Takeaways Regulatory, reimbursement, and administrative hurdles in the U.S. could restrict revenue growth, delay account expansion, and compress margins despite strong market demand. Innovation pressures, rising R&D costs, and increased competition threaten long-term profitability, market share, and Genio's premium product positioning.
View narrative
€6
FV
32.5% undervalued
intrinsic discount
156.99%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
users have followed this narrative
15 days ago
author updated this narrative
Medical Facilities
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Ambulatory Care Trends Will Foster Opportunity Despite Challenges
Key Takeaways Higher patient volumes, improved case mix, and physician recruitment support revenue growth driven by demographic trends and increased demand for outpatient procedures. Operational efficiencies and strong capital flexibility position the company to expand margins and invest in growth opportunities amid broader industry shifts.
View narrative
CA$16.25
FV
10.5% undervalued
intrinsic discount
1.49%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
10
users have followed this narrative
15 days ago
author updated this narrative
Wallenstam
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Stockholm And Gothenburg Demand Will Drive Future Expansion
Key Takeaways High occupancy rates and ongoing residential project development support stable rental income, revenue growth, and resilience in key urban markets. Investments in renewable energy and efficiency, alongside disciplined capital return, drive margin expansion and signal strong future earnings potential.
View narrative
SEK 46
FV
3.4% undervalued
intrinsic discount
6.40%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
users have followed this narrative
14 days ago
author updated this narrative
SK hynix
AN
AnalystConsensusTarget
Consensus Narrative from 36 Analysts
HBM And DRAM Demand Will Reshape Semiconductor Markets Amid Risks
Key Takeaways Leadership in advanced memory and storage technologies for AI underpins premium pricing, margin expansion, and future-proofed revenue growth. Strategic capacity investments and strong partnerships with major AI players ensure supply resilience and revenue stability in rapidly evolving tech markets.
View narrative
₩332.05k
FV
6.3% overvalued
intrinsic discount
8.46%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
22
users have followed this narrative
15 days ago
author updated this narrative
Mitsubishi UFJ Financial Group
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
Capital Management Strategies And Asset Optimization Expected To Strengthen Future Performance
Key Takeaways Strategic divestitures and asset optimization are set to enhance profitability and improve valuation gains, positively impacting earnings. Ongoing share buybacks and dividend increases demonstrate disciplined capital management, boosting earnings per share and revenue growth potential.
View narrative
JP¥2.32k
FV
1.5% undervalued
intrinsic discount
5.72%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
23
users have followed this narrative
15 days ago
author updated this narrative
WidePoint
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Federal Contracts And Cloud Demand Will Unlock Future Potential
Key Takeaways High likelihood of major contract wins and regulatory shifts are set to boost recurring revenue, margin expansion, and long-term growth. Strategic diversification and partnerships are reducing concentration risk while expanding mobile identity management across new sectors and markets.
View narrative
US$7.5
FV
26.0% undervalued
intrinsic discount
13.02%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
1
users have commented on this narrative
3
users have followed this narrative
14 days ago
author updated this narrative
FuelCell Energy
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Cost Cuts And ExxonMobil Collaboration Will Shape Our Future
Key Takeaways Strategic partnerships and collaborations in energy and hydrogen sectors are boosting revenue growth and market expansion globally, particularly in Asia and the Americas. Cost-cutting and restructuring efforts aim to enhance profitability and improve financial performance through reduced operating expenses.
View narrative
US$7.38
FV
12.8% overvalued
intrinsic discount
33.88%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
47
users have followed this narrative
14 days ago
author updated this narrative
Far EasTone Telecommunications
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
ICT And Digital Pipelines Will Drive Future Success
Key Takeaways Expanding demand for enterprise ICT and smart city projects is driving a robust pipeline and future top-line and margin growth. Strategic digital reinvestment and post-merger efficiencies are strengthening recurring revenue, lowering costs, and supporting long-term margin expansion.
View narrative
NT$102
FV
16.3% undervalued
intrinsic discount
3.18%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
users have followed this narrative
15 days ago
author updated this narrative
accesso Technology Group
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
SaaS Migration And Composable Commerce Will Secure Future Progress
Key Takeaways The transition to SaaS and focus on cost-efficient payments aim to enhance recurring revenue and improve net margins. Investment in technology and cost control efforts aim to boost conversion rates and support long-term profitability.
View narrative
UK£5.23
FV
16.9% undervalued
intrinsic discount
1.49%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
4
users have followed this narrative
15 days ago
author updated this narrative