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Weekly Picks

Capstone Holding

CMCVentures

Community Contributor

Scaling up in building materials with smart M&A and growing profitability

Key Takeaways Capstone is building a scalable platform in specialty construction materials, focusing on thin veneer masonry in the U.S. Midwest and Northeast. With a strategy of tuck-in acquisitions, innovative proprietary products, and regional growth, revenue could triple by 2030.

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US$2.77

30.0% undervalued

21.60%

Revenue growth p.a.

25 days ago

Hims & Hers Health

BlackGoat

Community Contributor

Hims: The Platform Powering Personalised Healthcare

Summary Platform Play, Not a Pill Company: Hims is building the infrastructure for personalised, direct-to-consumer healthcare across diagnostics, treatment, and prevention, similar to what Amazon did for retail and Spotify for music. Strong Fundamentals with Operating Leverage: The company is growing fast, generating free cash flow, and scaling efficiently, with rising margins, high retention, and zero debt.

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US$114.01

51.9% undervalued

29.00%

Revenue growth p.a.

6 days ago

Jumbo Interactive

Robbo

Community Contributor

Undervalued lottery company with strong fundamentals

Jumbo Interactive presents a compelling investment opportunity, with several key metrics indicating that the current share price may be undervalued. Notably, it boasts a strong Joel Greenblatt score of 34 and an attractive dividend yield of 5.4%.

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AU$15.00

34.5% undervalued

24.34%

Revenue growth p.a.

12 days ago

Proximus

Axano

Community Contributor

Proximus, transferring money from the impatient to the patient investor

Why has the stock dropped? Proximus had to invest heavily in the deployment of Fiber.

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€16.62

55.1% undervalued

3.00%

Revenue growth p.a.

4 months ago

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AT&T

Goran_Damchevski

Equity Analyst

Stabilization And Incremental Progress Will Unlock Value

Key Takeaways AT&T is emerging from an unstable phase with questionable performance and a large debt burden. Sentiment will pick up as the company demonstrates fundamental improvements and recapitalizes its structure.

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US$32.12

14.6% undervalued

2.00%

Revenue growth p.a.

10 months ago

Tesla

FineAnts

Community Contributor

Navigating the Future: Analysis of Tesla's Growth and Challenges

Catalysts FSD (Supervised): This is Tesla's Full Self-Driving technology. As it progresses towards full autonomy, consider the potential for mass adoption and its impact on Tesla's brand and sales.

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US$332.98

1.9% overvalued

40.05%

Revenue growth p.a.

10 months ago

Generac Holdings

julio

Community Contributor

Generac valuation

Bull Generac is the undisputed leader in home standby generators, with over 70% market share. Generac is expanding into clean energy via acquisitions, representing a large and growing addressable market.

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US$144.95

14.8% undervalued

9.35%

Revenue growth p.a.

10 months ago

Caterpillar

julio

Community Contributor

cat valuation

Bullsu Increased infrastructure spending in the US and emerging markets will lead to more construction equipment purchases, substantially boosting Caterpillar's sales growth. Higher fixed-asset investment growth in China strengthens support for increased investment in mining capital expenditures, benefiting Caterpillar.

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US$332.91

3.1% overvalued

3.14%

Revenue growth p.a.

10 months ago

Southwest Airlines

julio

Community Contributor

LUV valuation

Catalysts Are there any products or services that could move sales or earnings meaningfully? Are there any industry tailwinds this stock is benefitting or hindered from?

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US$34.80

11.1% undervalued

15.39%

Revenue growth p.a.

10 months ago

TIER 1 Technology

A_Stricek

Community Contributor

Tier 1 doing a great job, but external factors slow it down.

· The company's stock value has declined this week due to economic and political circumstances in Spain and Europe, particularly with the potential exit of France from the Euro. However, the company's strong fundamentals suggest it will continue on an upward trend, albeit at a slower pace.

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€2.28

31.6% overvalued

4.00%

Revenue growth p.a.

10 months ago

e.l.f. Beauty

WallStreetWontons

Community Contributor

ELF: Popular beauty brand among younger demographics has great growth and profitability

Catalysts e.l.f. Beauty has experienced tremendous growth in recent years, and several key catalysts have contributed to this success. Here are some of the most significant factors driving the company's expansion: Strong Brand Positioning and Product Innovation: e.l.f. Beauty has established itself as a leading brand in the masstige beauty category, offering high-quality products at affordable prices.

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US$251.03

66.6% undervalued

16.16%

Revenue growth p.a.

11 months ago

Fiverr International

WallStreetWontons

Community Contributor

Fiverr: Freelancing faces slowing growth despite steps taken into AI

Catalysts Products or Services Impacting Sales and Earnings : Fiverr’s first-quarter 2024 results are expected to show year-over-year revenue growth of 4-6%. Here are some factors contributing to this growth: Complex Services : Fiverr’s expansion into more complex services, such as mobile app development, e-commerce management, and financial consulting, likely boosted profitability during Q1 2024.

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US$21.45

57.4% overvalued

8.03%

Revenue growth p.a.

11 months ago

Caterpillar

WallStreetWontons

Community Contributor

Increased Infrastructure projects will continue, but not rapidly with current geopolitical and cyclical challenges

Catalysts Infrastructure Investment : Governments and private sectors worldwide are increasingly investing in infrastructure projects. CAT’s construction equipment, machinery, and services play a vital role in building roads, bridges, airports, and other critical infrastructure.

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US$359.84

4.6% undervalued

5.03%

Revenue growth p.a.

11 months ago

Community

Weekly Picks

Scaling up in building materials with smart M&A and growing profitability

Hims: The Platform Powering Personalised Healthcare

Undervalued lottery company with strong fundamentals

Proximus, transferring money from the impatient to the patient investor

Stabilization And Incremental Progress Will Unlock Value