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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
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
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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SkyCity Entertainment Group
AN
AnalystLowTarget
Consensus Narrative from 2 Analysts
New Zealand Oversight Will Squeeze Margins Yet Promise Resilience
Key Takeaways Heightened regulatory costs, economic headwinds, and shifting consumer preferences threaten revenue growth, margin expansion, and full recovery of core casino operations. Expansion into online gaming faces competitive and compliance risks, possibly limiting gains in earnings quality, digital revenue, and shareholder returns.
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NZ$1.1
FV
39.5% undervalued
intrinsic discount
3.89%
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
9 days ago
author updated this narrative
Lands' End
AN
AnalystLowTarget
Consensus Narrative from 2 Analysts
Fierce Digital Competition And Rising Tariffs Will Deflate Margins
Key Takeaways Fierce digital-native competition, combined with weak brand differentiation and an aging image, threatens customer acquisition and prolonged revenue stagnation. Rising costs, supply chain issues, high debt, and sustainability pressures risk margin compression and limit flexibility for growth or downturn resilience.
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US$15
FV
3.1% overvalued
intrinsic discount
2.62%
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
9 days ago
author updated this narrative
People's Insurance Company (Group) of China
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
Digital Reform And AI Will Reshape Global Markets Amid Risks
Key Takeaways Strategic focus on digital reform and AI aims to enhance efficiency and customer experience, driving revenue through innovation and wider insurance product adoption. Expansion efforts along the Belt and Road initiative, paired with high-quality product development, could boost international competitiveness, market share, and earnings growth.
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HK$6.68
FV
1.6% overvalued
intrinsic discount
3.98%
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
9 days ago
author updated this narrative
Romande Energie Holding
AN
AnalystLowTarget
Consensus Narrative from 3 Analysts
Accelerating Distributed Renewables And Stricter Regulation Will Compress Grid Margins
Key Takeaways Expansion of distributed renewables and regulatory pressures threaten traditional grid revenue streams and could compress profitability margins over time. Regional concentration and volatility in energy prices increase risks to earnings stability and investment capacity.
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CHF 41.2
FV
1.9% overvalued
intrinsic discount
2.19%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
users have followed this narrative
9 days ago
author updated this narrative
Unite Group
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
UK Higher Education And Supply Scarcity Will Secure Future Value
Key Takeaways Strong demand and limited new supply boost Unite's pricing power, supporting rent growth, higher revenues, and stable high occupancy. Operational advantages, technology investments, and university partnerships position Unite to outperform competitors and expand recurring revenue streams.
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UK£10.14
FV
30.5% undervalued
intrinsic discount
9.32%
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
9 days ago
author updated this narrative
Romande Energie Holding
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Switzerland And EU Reforms Will Transform Energy Infrastructure
Key Takeaways Regulatory changes and favorable policies are creating new growth avenues in decarbonization, grid modernization, and energy renovation, supporting sustained revenue and margin expansion. Smart meter deployment, digital innovation, operational efficiencies, and strategic investments in renewables and acquisitions are strengthening profitability and future earnings stability.
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CHF 46.07
FV
8.8% undervalued
intrinsic discount
3.63%
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
9 days ago
author updated this narrative
Grupo Cibest
AN
AnalystLowTarget
Consensus Narrative from 9 Analysts
Inflexible Banking Will Buckle As Fintech Challengers Squeeze Margins
Key Takeaways Slow digital transformation and dependence on legacy systems hinder operational scalability and margin expansion amid agile fintech competition. Reliance on traditional lending and branch-based models increases vulnerability to disruptive platforms, economic shocks, and rising compliance pressures.
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Col$30.6k
FV
97.4% overvalued
intrinsic discount
13.13%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
users have followed this narrative
9 days ago
author updated this narrative
Oportun Financial
AN
AnalystLowTarget
Consensus Narrative from 6 Analysts
High Subprime Risks Will Limit Margins Yet Spark Recovery
Key Takeaways Heavy exposure to subprime borrowers and rising competition threaten future margins, growth, and customer retention despite digital expansion and underwriting improvements. Success is constrained by high compliance costs, leverage, and regulatory risk, limiting profitability even as fintech adoption and financial inclusion trends present growth opportunities.
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US$7.2
FV
7.1% undervalued
intrinsic discount
17.79%
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
9 days ago
author updated this narrative
NXXT
NextNRG
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Integrated Microgrids And EV Charging Will Accelerate Energy Transition
Key Takeaways Integrated energy solutions and technology-agnostic platform enable resilience to market shifts, driving sustainable revenue and long-term contracts with utilities and institutional clients. Operational efficiencies and expansion into hybrid microgrids support improved margins, recurring income streams, and enhanced cash flow stability.
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US$5.5
FV
65.5% undervalued
intrinsic discount
35.89%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
users have followed this narrative
9 days ago
author updated this narrative
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