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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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Caledonia Mining

AnalystConsensusTarget

Consensus Narrative from 2 Analysts

Motapa Mineralization And Bilboes Export Will Secure Future Opportunities

Key Takeaways Exploration and efficiency improvements could increase resources, stabilize output, and positively impact revenue and margins. Strategic decisions on expenditures and project optimization aim to reduce costs and enhance profitability and earnings.

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US$18.13

5.0% undervalued

10.42%

Revenue growth p.a.

6 days ago

Card Factory

AnalystConsensusTarget

Consensus Narrative from 7 Analysts

Partnerships With Aldi And Just Eat Will Expand US Market Presence

Key Takeaways U.S. expansion and Aldi partnership expected to significantly boost revenue and market penetration through new consumer bases. Digital and in-store enhancements, including online transformations and strategic expansions, anticipated to drive revenue and profitability growth.

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UK£1.60

39.3% undervalued

7.29%

Revenue growth p.a.

6 days ago

Tarsons Products

AnalystConsensusTarget

Consensus Narrative from 5 Analysts

Automation And New Products Will Create Future Opportunities

Key Takeaways The ramp-up of the Panchla facility and focus on automation are set to enhance production capacity, improve operating margins, and drive profitability. Expansion into international markets and new product lines in healthcare could significantly increase revenue growth and broaden the customer base.

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₹597.40

31.8% undervalued

14.93%

Revenue growth p.a.

6 days ago

Diversified Energy

AnalystConsensusTarget

Consensus Narrative from 5 Analysts

Acquisition And Expansion Will Diversify Revenue Streams And Unlock Untapped Potential

Key Takeaways Strategic acquisitions and operational optimizations are expected to enhance revenue, cash flow, and margins by leveraging synergies and expanding the portfolio. Expansion into Coal Mine Methane capture should diversify revenue streams and stabilize earnings through environmental credits growth.

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UK£21.33

51.5% undervalued

25.09%

Revenue growth p.a.

6 days ago

India Shelter Finance

AnalystConsensusTarget

Consensus Narrative from 5 Analysts

Leveraging PMAY And Branch Expansion Will Strengthen Future Prospects

Key Takeaways Strategic expansion in Tier 2 and Tier 3 cities, with a focus on PMAY initiatives, could drive significant revenue and AUM growth. Operational efficiency and improved net interest margins through cost reduction and variable-rate borrowings may bolster earnings stability.

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₹924.00

5.1% undervalued

26.46%

Revenue growth p.a.

6 days ago

Virbac

AnalystConsensusTarget

Consensus Narrative from 9 Analysts

Future R&D And Facility Expansion Will Introduce New Products In Pet Care And Pharmaceuticals

Key Takeaways Strategic R&D investments and facility expansions aim to drive innovation, operational efficiency, and future revenue growth, potentially enhancing profitability. Robust M&A strategy and focus on U.S. and China markets are expected to boost geographic expansion, market share, and revenue growth despite cost pressures.

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€386.83

20.6% undervalued

5.37%

Revenue growth p.a.

6 days ago

Macmahon Holdings

AnalystConsensusTarget

Consensus Narrative from 3 Analysts

Our Capital Light Blueprint Will Expand Indonesian Mining And Infrastructure

Key Takeaways Acquiring Decmil and diversifying services positions Macmahon for robust growth and higher returns, enhancing earnings and shareholder value. Expansion in Indonesia with low-capital solutions and a strong order book supports sustained revenue growth and improved financial efficiency.

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AU$0.35

19.7% undervalued

5.77%

Revenue growth p.a.

6 days ago

Nordex

AnalystConsensusTarget

Consensus Narrative from 13 Analysts

Turbine Orders Will Spark Service Expansion In Europe

Key Takeaways Robust order book growth and strong turbine orders forecast significant sales and revenue potential for Nordex. Strategic diversification in supply chains aids in mitigating geopolitical risks, stabilizing margins, and potentially improving earnings.

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€19.08

8.5% undervalued

5.76%

Revenue growth p.a.

6 days ago

Troax Group

AnalystConsensusTarget

Consensus Narrative from 4 Analysts

Decentralized Decision Making And Tennessee Expansion Will Improve Operational Agility

Key Takeaways Decentralized decision-making at Troax Group enhances agility and customer satisfaction, boosting revenue growth by aligning teams closer to market demands. Strategic expansion in the U.S. and APAC regions, particularly in automotive and warehousing, could improve market share and sustain revenue growth.

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SEK 195.83

24.8% undervalued

6.54%

Revenue growth p.a.

6 days 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

Motapa Mineralization And Bilboes Export Will Secure Future Opportunities

Partnerships With Aldi And Just Eat Will Expand US Market Presence

Automation And New Products Will Create Future Opportunities

Acquisition And Expansion Will Diversify Revenue Streams And Unlock Untapped Potential

Leveraging PMAY And Branch Expansion Will Strengthen Future Prospects

Future R&D And Facility Expansion Will Introduce New Products In Pet Care And Pharmaceuticals

Our Capital Light Blueprint Will Expand Indonesian Mining And Infrastructure

Turbine Orders Will Spark Service Expansion In Europe

Decentralized Decision Making And Tennessee Expansion Will Improve Operational Agility

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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

Community Investing Ideas

Motapa Mineralization And Bilboes Export Will Secure Future Opportunities

Partnerships With Aldi And Just Eat Will Expand US Market Presence

Automation And New Products Will Create Future Opportunities

Acquisition And Expansion Will Diversify Revenue Streams And Unlock Untapped Potential

Leveraging PMAY And Branch Expansion Will Strengthen Future Prospects

Future R&D And Facility Expansion Will Introduce New Products In Pet Care And Pharmaceuticals

Our Capital Light Blueprint Will Expand Indonesian Mining And Infrastructure

Turbine Orders Will Spark Service Expansion In Europe

Decentralized Decision Making And Tennessee Expansion Will Improve Operational Agility

Value any company in seconds

Popular companies