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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
26.1% 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
50
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
21.3% undervalued
intrinsic discount
21.73%
Revenue growth p.a.
Set Fair Value
27
users have liked this narrative
3
users have commented on this narrative
57
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
61.2% 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
24
users have followed this narrative
21 days ago
author updated this narrative
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Asana
AN
AnalystConsensusTarget
Based on Analyst Price Targets
Global AI Integration And Digital Transformation Will Secure Enduring Success
Key Takeaways AI-driven workflow automation and product innovation are driving platform stickiness, increased customer retention, and higher customer value. Global digital transformation trends and consolidation of legacy tools onto Asana are fueling strong international growth and expanding long-term recurring revenues.
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US$16.38
FV
11.8% undervalued
intrinsic discount
9.39%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
13
users have followed this narrative
18 days ago
author updated this narrative
Alimak Group
AN
AnalystConsensusTarget
Based on Analyst Price Targets
Urbanization And Digitalization Will Expand Recurring Service Opportunities
Key Takeaways Growing demand for industrial solutions and workplace safety is driving recurring, higher-margin revenues and strengthening earnings stability. Strategic acquisitions, digital innovation, and cost efficiency efforts are positioning Alimak for sustained margin expansion and enhanced market presence.
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SEK 165.67
FV
3.4% undervalued
intrinsic discount
3.55%
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
19 days ago
author updated this narrative
CITIC Telecom International Holdings
AN
AnalystConsensusTarget
Based on Analyst Price Targets
Cloud, AI And Southeast Asia Expansion Will Drive Transformation
Key Takeaways Expansion in cloud, AI, and data center services positions CITIC Telecom to benefit from digitalization trends, supporting recurring revenue and profitability growth. Strategic network upgrades and partnerships strengthen regional presence, enabling capture of rising demand for enterprise connectivity and cross-border digital services in emerging Asian markets.
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HK$3.1
FV
20.0% undervalued
intrinsic discount
4.25%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
7
users have followed this narrative
18 days ago
author updated this narrative
Borosil
AN
AnalystConsensusTarget
Based on Analyst Price Targets
Premium Kitchenware Demand And Renewables Will Expand Market Reach
Key Takeaways Rising health awareness and premiumization trends are fueling demand for Borosil's toxin-free kitchenware, supporting brand growth and revenue resilience. Manufacturing expansion, product diversification, and digital distribution enhance margins and scalability while reducing both legacy risk and marketing costs.
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₹382.5
FV
8.0% undervalued
intrinsic discount
12.23%
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
19 days ago
author updated this narrative
Mullen Group
AN
AnalystConsensusTarget
Based on Analyst Price Targets
North American Trade And E-Commerce Will Transform Logistics
Key Takeaways Strategic acquisitions and a shift toward asset-light logistics set the stage for sustainable revenue growth and improved profitability through integration and efficiency gains. Industry trends like e-commerce, supply chain reshoring, and infrastructure projects position the company to capture increasing freight volumes and secure long-term contracts.
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CA$16.5
FV
15.7% undervalued
intrinsic discount
7.65%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
14
users have followed this narrative
18 days ago
author updated this narrative
Softcat
AN
AnalystConsensusTarget
Based on Analyst Price Targets
AI And Cybersecurity Investments Will Improve Productivity And Deepen Customer Relationships
Key Takeaways Expansion in cybersecurity and data center services is expected to drive revenue growth, with emphasis on internally delivered services and technological advancements. Global expansion and strategic customer relationship initiatives aim to increase international market share and customer lifetime value.
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UK£18.14
FV
13.8% undervalued
intrinsic discount
11.97%
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
19 days ago
author updated this narrative
Shield Therapeutics
AN
AnalystConsensusTarget
Based on Analyst Price Targets
Global Aging Trends And Early Detection Will Unlock Markets
Key Takeaways An expanding addressable market and greater screening activity are driving strong prescription growth and recurring revenues for Shield's main product. Strategic partnerships, international expansion, and improved operational efficiency are positioned to enhance margins and drive sustained profit growth.
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UK£0.14
FV
44.3% undervalued
intrinsic discount
42.36%
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
18 days ago
author updated this narrative
Ashoka Buildcon
AN
AnalystConsensusTarget
Based on Analyst Price Targets
Monetization Will Reduce Debt By 2025 But Face Delays
Key Takeaways Planned asset monetization and disciplined debt reduction will boost financial stability, enabling greater investment in future growth opportunities. Diversified projects and alignment with government infrastructure trends position the company for sustainable, higher-margin growth and reduced business risk.
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₹228.86
FV
15.2% undervalued
intrinsic discount
-4.59%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
20
users have followed this narrative
19 days ago
author updated this narrative
Shaver Shop Group
AN
AnalystConsensusTarget
Based on Analyst Price Targets
Increasing Grooming Demand And Digital Growth Will Expand Opportunities
Key Takeaways Strong demand for grooming products and private label expansion are driving long-term revenue growth, higher margins, and improved profitability. Enhanced online channels and optimized store strategy are supporting omni-channel sales growth and greater operational efficiency.
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AU$1.77
FV
20.4% undervalued
intrinsic discount
4.18%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
12
users have followed this narrative
18 days ago
author updated this narrative