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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
34
users have followed this narrative
about 1 month 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
49
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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CleanSpark
WA
WaneInvestmentHouse
Community Contributor
Q1 2025 Earnings Call Highlights: Record Revenue and Strategic Growth
Release Date: February 06, 2025 Revenue: $162.3 million, a 120% increase compared to the same period last year. Net Income: $246.8 million, or $0.85 per basic share.
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US$8.26
FV
63.0% overvalued
intrinsic discount
20.15%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
5
users have followed this narrative
6 months ago
author updated this narrative
Atour Lifestyle Holdings
KA
kapirey
Community Contributor
For the full year of 2025, the Company currently expects total net revenues to increase by 25%
How does Atour make money? Atour is a hotel management company, mainly with its own hotels, as it seeks greater efficiency by reducing the number of rented hotels (only 32 as of December 2024).
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US$32.78
FV
20.4% overvalued
intrinsic discount
21.00%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
1
users have followed this narrative
6 months ago
author updated this narrative
BrasilAgro - Companhia Brasileira de Propriedades Agrícolas
WA
WaneInvestmentHouse
Community Contributor
Q1 2025 Earnings Call Highlights
Net Income: BRL97.5 million for the first quarter. Adjusted EBITDA: BRL170 million from operational revenues.
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US$4.22
FV
8.5% undervalued
intrinsic discount
6.26%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
2
users have commented on this narrative
1
users have followed this narrative
6 months ago
author updated this narrative
easyJet
PI
PittTheYounger
Community Contributor
EasyJet weirdly unloved by investors in spite of relatively attractive metrics
It's a brutally competitive market without doubt, and with competitors such as Ryanair and its mercurial CEO around, you get perhaps some extra heat compared with other industries. Yet short-haul, leisure-focussed air travel in Europe has seen a few decent years ever since the start of consumers' revenge buying in the aftermath of the pandemic.
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UK£6.95
FV
35.5% undervalued
intrinsic discount
8.50%
Revenue growth p.a.
Set Fair Value
9
users have liked this narrative
9
users have commented on this narrative
26
users have followed this narrative
6 months ago
author updated this narrative
Adecoagro
WA
WaneInvestmentHouse
Community Contributor
one of the Argentina moving stock on NYSE - Q4 2024 Earnings Call Recap: Unprecedented Volume Growth and Strategic Expansion
Consolidated Adjusted EBITDA: $103 million for Q4 2024; $444 million for the full year 2024. Gross Sales: $368 million for Q4 2024; nearly $1.5 billion for the full year 2024.
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US$12
FV
32.9% undervalued
intrinsic discount
5.37%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
1
users have commented on this narrative
2
users have followed this narrative
6 months ago
author updated this narrative
Tenaris
WA
WaneInvestmentHouse
Community Contributor
Tenaris SA (TS) Q4 2024 Earnings Call Highlights
Sales: $2.8 billion in Q4 2024, down 17% year-over-year and 2% sequentially. EBITDA: $726 million in Q4 2024, up 6% sequentially; margin increased to 25.5%.
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US$41.12
FV
14.6% undervalued
intrinsic discount
3.00%
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
6 months ago
author updated this narrative
Tesla
BA
Bailey
Equity Analyst
Tesla's Supercomputer And Battery Technology Will Deliver Outstanding Growth And Transform The Automaker Into A Tech Powerhouse
Key Takeaways Tesla’s Dojo supercomputer will empower them to develop more powerful products. Dojo will elevate Tesla’s Autopilot and Self-driving technology to become market-leading.
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US$322.21
FV
29.4% overvalued
intrinsic discount
18.00%
Revenue growth p.a.
Set Fair Value
149
users have liked this narrative
8
users have commented on this narrative
41
users have followed this narrative
11 months ago
author updated this narrative
Tenaris
WA
WaneInvestmentHouse
Community Contributor
Q4 2024 Earnings Call Highlights
- Sales: 616 billion ARS (Q4 2024) - EBITDA: 159.72 billion ARS (Q4 2024) - Adjusted EBITDA: 145.18 billion ARS (Q4 2024) - Cash Flow from Operations: 108.24 billion ARS (Q4 2024) - Net Cash Position: 792 billion ARS (end of Q4 2024) - Dividend Proposal: Annual dividend of 182.6 ARS per share - Annual Results: - EBITDA: 682 billion ARS - Net Income: 462 billion ARS - Net Sales: 2.75 trillion ARS - Free Cash Flow: 484 billion ARS (2024) Here's the translation of the narrative to Spanish (Argentina): Puntos Positivos Tenaris SA (NYSE:TS) informó un sólido desempeño financiero para 2024, con un EBITDA de $3.1 mil millones y una ganancia neta de $2.1 mil millones sobre ventas netas de $12.5 mil millones. La empresa mantuvo una fuerte posición de efectivo neto de $3.6 mil millones, a pesar de significativos gastos en dividendos, recompras de acciones y inversiones en capital.
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AR$55.87k
FV
1.9% undervalued
intrinsic discount
10.00%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
2
users have commented on this narrative
2
users have followed this narrative
6 months ago
author updated this narrative
HEXPOL
MA
Mandelman
Community Contributor
HEXPOL AB: Sustained Long Term Growth, Stable Margins, and Strategic M&A
Catalysts Historic Growth: HEXPOL has demonstrated robust growth over the years—expanding from modest beginnings in 2001 to achieving sales over 22 billion SEK in 2023—and its strong track record suggests that this momentum is likely to continue. Gross Margins: The company has maintained stable gross margins (18-23%) last five years, reflecting enduring pricing power vs customers.
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SEK 122.27
FV
29.0% undervalued
intrinsic discount
7.00%
Revenue growth p.a.
Set Fair Value
5
users have liked this narrative
0
users have commented on this narrative
23
users have followed this narrative
6 months ago
author updated this narrative