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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
12
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$6.6
FV
4.2% undervalued
intrinsic discount
20.00%
Revenue growth p.a.
Set Fair Value
15
users have liked this narrative
0
users have commented on this narrative
23
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
11
users have followed this narrative
15 days ago
author updated this narrative
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Resimac Group
AN
AnalystLowTarget
Consensus Narrative from 3 Analysts
Australia's Affordability Crisis And Fintech Pressure Will Drag Margins Down
Key Takeaways Ongoing pressures from affordability, digital disruption, and fierce competition threaten to erode profitability and inhibit sustainable long-term growth. Reliance on concentrated funding sources and temporary earnings drivers increases earnings volatility and magnifies risk amid tighter regulatory conditions.
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AU$1
FV
4.0% overvalued
intrinsic discount
93.73%
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
9 days ago
author updated this narrative
VAL
Valterra Platinum
AN
AnalystLowTarget
Consensus Narrative from 11 Analysts
Falling Platinum Demand Will Exacerbate Margin Strains Despite Price Rebounds
Key Takeaways Accelerating electric vehicle adoption and stricter environmental policies are diminishing core demand for platinum, reducing revenue and pressuring margins. Lack of diversification and reliance on aging assets heighten financial vulnerability, while increased ESG attention threatens funding and long-term profitability.
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R552
FV
77.8% overvalued
intrinsic discount
1.72%
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
9 days ago
author updated this narrative
GeneDx Holdings
AN
AnalystLowTarget
Consensus Narrative from 8 Analysts
Government Cost-Containment And Tightening Privacy Laws Will Squeeze Margins
Key Takeaways Rising regulatory and reimbursement pressures threaten to squeeze margins and limit GeneDx's ability to capitalize on its genomic database. Intensifying industry competition and slow clinical adoption risk eroding market share and dampening growth prospects.
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US$95
FV
27.7% overvalued
intrinsic discount
19.57%
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
9 days ago
author updated this narrative
Cyclopharm
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
US Healthcare Trends Will Accelerate Advanced Technegas Integration
Key Takeaways U.S. market traction, rising respiratory disease demand, and updated guidelines position the company for strong recurring revenue and margin expansion via Technegas adoption. Operational leverage from earlier investments and expanding Technegas indications drive volume growth, improved earnings, and higher annuity-like income streams.
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AU$1.49
FV
44.3% undervalued
intrinsic discount
38.17%
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
9 days ago
author updated this narrative
Quest Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Digital Transformation And IT Services Will Unlock Value
Key Takeaways Strategic acquisitions, digital transformation projects, and digital infrastructure investments are set to drive sustained growth and improved profitability. Divestment of non-core assets and normalization of temporary headwinds are expected to stabilize earnings and enhance future financial performance.
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€7.53
FV
4.4% undervalued
intrinsic discount
6.59%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
2
users have followed this narrative
9 days ago
author updated this narrative
Nayax
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
EV Charging And Contactless Payments Will Expand Future Markets
Key Takeaways Diversification into high-growth sectors and international markets, along with deep OEM integration, is driving predictable, scalable, and higher-margin recurring revenues. Operational efficiencies and ecosystem lock-in are boosting profitability, supporting sustainable margin expansion and long-term earnings growth.
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₪153.68
FV
5.0% overvalued
intrinsic discount
24.51%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
1
users have followed this narrative
9 days ago
author updated this narrative
Inspired Entertainment
AN
AnalystLowTarget
Consensus Narrative from 6 Analysts
Regulatory Burdens And Debt Will Restrict Potential Despite Digital Resilience
Key Takeaways Growing digital momentum and market expansion could be offset by regulatory risks, geographic concentration, and intensifying competition, pressuring margins and limiting sustainable growth. Elevated leverage and prioritizing debt reduction may restrict innovation and rapid scaling, potentially hindering long-term profitability and market position.
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US$10
FV
7.8% undervalued
intrinsic discount
-3.88%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
1
users have followed this narrative
9 days ago
author updated this narrative
UiPath
AN
AnalystConsensusTarget
Consensus Narrative from 14 Analysts
Agent Builder And Agentic Orchestration Will Expand Market Opportunities
Key Takeaways Strategic partnerships and innovation in automation aim to boost growth through deeper customer relationships and expanded market opportunities. Go-to-market restructuring and focus on AI-driven cloud products seek to enhance efficiency, customer engagement, and revenue growth.
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US$13.3
FV
13.0% undervalued
intrinsic discount
8.72%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
0
users have commented on this narrative
119
users have followed this narrative
11 days ago
author updated this narrative
Timken India
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Bharuch Plant Ramp-Up Will Unlock Domestic And Export Opportunities
Key Takeaways Expansion of domestic manufacturing and entry into higher-value products is set to boost margins and reduce reliance on imports. Diversifying into new markets and leveraging advanced parent technology will help stabilize earnings and drive multi-year growth opportunities.
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₹3.39k
FV
10.2% undervalued
intrinsic discount
14.53%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
2
users have followed this narrative
11 days ago
author updated this narrative