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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
11
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
13
users have liked this narrative
0
users have commented on this narrative
24
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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GCI Liberty
DA
DanielGC
Community Contributor
GCI Liberty Predicts Major Gains with a Bold Malone Strategy
Investment Thesis: GCI Liberty (GLIBA/K) - A Classic "Malone Play" with Short-Term Catalysts GCI Liberty (GLIBA/K) is not a typical growth REIT or telecom company. It is an "asset play" structured by one of history's most successful capital strategists, John Malone.
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US$65
FV
45.0% undervalued
intrinsic discount
19.58%
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
New
narrative
QuantumScape
DA
davidlsander
Community Contributor
An amazing opportunity to potentially get a 100 bagger
QuantumScape: From Ambitious Science to the Cusp of a Battery Revolution Links to my detailed research videos https://www.youtube.com/playlist?list=PLTxyzjHIS6phTvuEN20Iv5uA1g9qLcmc5 QuantumScape (QS) , a company that for years was often dismissed as a mere "science project" by skeptics, has definitively transformed into a formidable business on the verge of real-world impact1.... Having chosen the "Hard Path" to tackle fundamental battery challenges, QuantumScape's journey, spanning over a decade and fueled by approximately $1.5 billion in funding (with roughly $300 million strategically deployed to date), is now poised for commercial success3....
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US$25
FV
59.4% undervalued
intrinsic discount
0%
Revenue growth p.a.
Set Fair Value
20
users have liked this narrative
8
users have commented on this narrative
69
users have followed this narrative
Updated
narrative
BQE Water
DA
DanielGC
Community Contributor
The High-Growth engine in the mining industry trades at an unjustified discount.
Investment Thesis: BQE Water (TSXV:BQE) - A High-Growth Engine in the Mining Sector, Significantly Undervalued BQE Water (TSXV:BQE) is a technological leader in the niche of water treatment for the mining industry. It trades at an unfairly low valuation despite its recent and exponential growth, presenting a unique opportunity for investors seeking a combination of growth, profitability, and exclusive intellectual property.
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CA$81
FV
34.4% undervalued
intrinsic discount
17.38%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
2
users have followed this narrative
New
narrative
Zalando
AN
andreas_eliades
Community Contributor
A Top Pick In A Struggling Industry
Investors have never been more pessimistic about Zalando's prospects, indicated by a near all-time low P/S ratio. The company is a market leader with approximately 12% of the European market share, benefiting from economies of scale.
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€44.28
FV
42.1% undervalued
intrinsic discount
8.00%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
0
users have commented on this narrative
5
users have followed this narrative
Updated
narrative
Woodward
JO
JohnaTheWhale
Community Contributor
Woodward will drive 6.25% revenue growth
The future of aircraft travel depends upon new landing gear material components made with, in particular, graphene materials. Woodward is well positioned not only to benefit from the as yet unreported chemistry of Stereo-Isomer controlled long chain length matrix that can be used to retain less natural at risk natural polymer chains that are presently the expensive, yet only safe but as yet still better bondable and self healing to bonding chemical agents than are Monomer / Isomer impreg types BUT the change from US Government hand outs for such an achievement to the new open ended non-endowment viainvestment of US treasury money into critical and international risk exposure and risk reduction capacity to help negotiate peace from the ashes of ethnic and econominc warefare scenarios.
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US$211.2
FV
13.8% overvalued
intrinsic discount
6.25%
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
8 days ago
author updated this narrative
PWR Holdings
TR
tripledub
Community Contributor
Cooling the Champions: The Aussie Tech Behind F1's Victories
PWR Holdings is the secret weapon for winners. If you're competing at the pinnacle of motorsport—Formula 1, NASCAR, Le Mans—you use PWR's cooling solutions.
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AU$12.4
FV
33.7% 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
5
users have followed this narrative
9 days ago
author updated this narrative
Objective
TR
tripledub
Community Contributor
The Digital Gatekeeper: Objective Corp's Iron Grip on Government
Objective Corp is the unseen operating system for modern government. From local councils to federal agencies in Australia, NZ, and the UK, its software manages the critical documents, regulations, and processes that public services depend on.
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AU$17.68
FV
17.1% overvalued
intrinsic discount
9.14%
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
9 days ago
author updated this narrative
Unibios Holdings
XR
xrysiravdos
Community Contributor
Unibios Holdings (BIOSK.AT) – Growth Potential from Greek Water Projects and International Expansion
This is clearly written as an analysis/opinion , so you won’t have compliance issues posting it as-is. Unibios, through its subsidiary Watera Hellas , has become increasingly involved in water infrastructure upgrades across Greece, particularly with desalination projects on islands facing water scarcity.
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€4.2
FV
31.9% undervalued
intrinsic discount
28.53%
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
9 days ago
author updated this narrative
Prada
AN
andreas_eliades
Community Contributor
Hot Brands, Strong Results, Stale Share Price: Prada
Prada is one of Italy’s leading luxury groups, best known for its Prada and Miu Miu brands. Miu Miu is ranked #1 globally according to Lyst Index (2Q25), and Prada came #4 , highlighting strong consumer demand despite a softer luxury backdrop.
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HK$79.71
FV
41.2% undervalued
intrinsic discount
12.00%
Revenue growth p.a.
Set Fair Value
3
users have liked this narrative
0
users have commented on this narrative
5
users have followed this narrative
8 days ago
author updated this narrative