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Global Community
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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
29.3% undervalued
intrinsic discount
14.72%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
7
users have followed this narrative
27 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
7.0% 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
65.0% 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
8
users have followed this narrative
14 days ago
author updated this narrative
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Super Micro Computer
WA
WallStreetWontons
Community Contributor
SMCI: an "AI winner" with servers housing AI chips
Catalysts Robust Revenue Growth : In the third quarter of 2024, SMCI reported impressive revenue growth. Their revenue reached $3.85 billion, which represents a remarkable 200% year-on-year increase .
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US$145.34
FV
68.8% undervalued
intrinsic discount
15.00%
Revenue growth p.a.
Set Fair Value
4
users have liked this narrative
2
users have commented on this narrative
50
users have followed this narrative
12 months ago
author updated this narrative
Coupang
NA
NateF
Community Contributor
CPNG Market Outlook
Coupang Inc. (NYSE: CPNG) is a prominent e-commerce company based in South Korea, often referred to as the "Amazon of South Korea." Sector: Technology Industry: e-commerce, Internet Retail, Consumer Cyclical Market Capitalization: 40.0b (mid cap) Major Competitors: Local Competitors in South Korea Naver: Naver is South Korea's largest search engine and one of the biggest competitors to Coupang in the e-commerce space.
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US$27.25
FV
22.9% overvalued
intrinsic discount
12.05%
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
8 months ago
author updated this narrative
Clear Secure
NA
NateF
Community Contributor
YOU Market Outlook
Operates primarily in the biometric security and identity verification market, focusing on areas such as airport security, venue access, and membership-based identity solutions. Sector: Technology Industry: Software - Application, Travel, Biometric security, identity verification Market Capitalization: $3.8b (Mid Cap) Major Competitors: TSA PreCheck (Transportation Security Administration): A government-operated trusted traveler program that competes directly with Clear Secure in the airport security space.
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US$20.05
FV
88.6% overvalued
intrinsic discount
1.82%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
9
users have followed this narrative
8 months ago
author updated this narrative
Advanced Micro Devices
NA
NateF
Community Contributor
Q3/4 Price Decline, 2025 Projections
Advanced Micro Devices (AMD) has demonstrated significant growth in the semiconductor industry, particularly in data centers, artificial intelligence (AI), and central processing units (CPUs). Analysts project continued expansion over the next 1-3 years, suggesting AMD could be a compelling investment opportunity.
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US$193.68
FV
16.8% undervalued
intrinsic discount
18.84%
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
8 months ago
author updated this narrative
Super Micro Computer
NA
NateF
Community Contributor
SMCI Market Outlook
Sector: IT Industry: Computer hardware and peripherals Market Capitalization: 18.7b (mid cap) Major Competitors: Super Micro Computer Inc. (SMCI) operates in a highly competitive market for high-performance computing (HPC) systems, data center hardware, and server solutions.
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US$49.35
FV
8.0% undervalued
intrinsic discount
31.29%
Revenue growth p.a.
Set Fair Value
4
users have liked this narrative
0
users have commented on this narrative
38
users have followed this narrative
8 months ago
author updated this narrative
Elevance Health
NA
NateF
Community Contributor
ELV Market Outlook
Elevance Health, Inc. (NYSE: ELV) is a prominent player in the health benefits industry, offering a range of services including medical, pharmaceutical, dental, and behavioral health plans.
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US$390.54
FV
21.4% undervalued
intrinsic discount
6.79%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
8
users have followed this narrative
8 months ago
author updated this narrative
Sensus Healthcare
NA
NateF
Community Contributor
SRTS Market Outlook
Sensus Healthcare, Inc. (NASDAQ: SRTS) specializes in non-invasive treatments for skin conditions, notably through its Superficial Radiation Therapy (SRT) technology.
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US$13.42
FV
76.5% undervalued
intrinsic discount
20.39%
Revenue growth p.a.
Set Fair Value
6
users have liked this narrative
0
users have commented on this narrative
43
users have followed this narrative
8 months ago
author updated this narrative
Baidu
NA
NateF
Community Contributor
BIDU Market Outlook
Baidu Inc. (NASDAQ: BIDU) is a leading Chinese technology company specializing in internet-related services and artificial intelligence (AI).
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US$74.22
FV
54.7% overvalued
intrinsic discount
5.25%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
0
users have commented on this narrative
6
users have followed this narrative
8 months ago
author updated this narrative
Smith Micro Software
NA
NateF
Community Contributor
SMSI Market Outlook
Smith Micro Software, Inc. (SMSI) specializes in developing software solutions for wireless service providers, focusing on digital lifestyle and security technologies.
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US$0.64
FV
9.9% overvalued
intrinsic discount
28.25%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
4
users have commented on this narrative
22
users have followed this narrative
8 months ago
author updated this narrative
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