Dashboard
Portfolios
Watchlist
Community
Discover
Screener
Narratives
🌎 Global
Global
United States
Australia
United Kingdom
Canada
India
China
Argentina
Austria
Bahrain
Bangladesh
Belgium
Bermuda
Botswana
Brazil
Bulgaria
Chile
Colombia
Croatia
Cyprus
Czech Republic
Denmark
Egypt
Estonia
Finland
France
Germany
Ghana
Greece
Hong Kong
Hungary
Iceland
Indonesia
Ireland
Israel
Italy
Ivory Coast
Jamaica
Japan
Jordan
Kenya
Kuwait
Latvia
Lithuania
Luxembourg
Malawi
Malaysia
Malta
Mauritius
Mexico
Morocco
Namibia
Netherlands
New Zealand
Nigeria
Norway
Oman
Pakistan
Palestinian Authority
Peru
Philippines
Poland
Portugal
Qatar
Romania
Russia
Saudi Arabia
Serbia
Singapore
Slovakia
Slovenia
South Africa
South Korea
Spain
Sri Lanka
Sweden
Switzerland
Taiwan
Tanzania
Thailand
Trinidad & Tobago
Tunisia
Turkey
Uganda
Ukraine
United Arab Emirates
Venezuela
Vietnam
Zambia
Zimbabwe
Create a narrative
Global Community
Our community narratives are driven by numbers and valuation.
Create a narrative
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.
View narrative
US$154.56
FV
29.0% 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
34
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.
View narrative
US$8.2
FV
22.6% undervalued
intrinsic discount
21.73%
Revenue growth p.a.
Set Fair Value
26
users have liked this narrative
3
users have commented on this narrative
49
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.
View narrative
€6
FV
60.1% 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
22
users have followed this narrative
17 days ago
author updated this narrative
All companies
Popular
Undervalued
Overvalued
Load previous narratives
Praemium
AN
AnalystHighTarget
Consensus Narrative from 6 Analysts
Aging Demographics And Modular Design Will Redefine Wealth Platforms
Key Takeaways Modular architecture, automation, and open technology could drive margin expansion and scalable growth, far surpassing initial synergy expectations from integration efforts. Strong adviser partnerships and next-gen platform features position Praemium for accelerated client acquisition, recurring revenue growth, and defensible long-term market leadership.
View narrative
AU$1.21
FV
34.7% undervalued
intrinsic discount
10.79%
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
8 days ago
author updated this narrative
KORE Group Holdings
AN
AnalystHighTarget
Consensus Narrative from 2 Analysts
Edge Computing And 5G Will Accelerate Secular IoT Connectivity
Key Takeaways Accelerating IoT connectivity growth, vertical integration, and proprietary tech position KORE for sustained top-line outperformance and durable, high-margin recurring revenue. AI-driven efficiency, unified platform enhancements, and deeper vertical focus could unlock significant operational leverage, driving margin expansion and superior customer retention.
View narrative
US$9
FV
76.2% undervalued
intrinsic discount
6.40%
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
8 days ago
author updated this narrative
BrightView Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
Expansion Into 10 Branches Will Secure Urban Green Demand
Key Takeaways Expansion into new markets, cross-selling, and project-to-contract transitions are driving stronger recurring revenue and supporting stable, long-term growth. Operational improvements, centralized procurement, and high employee retention are enhancing margins, boosting profitability, and strengthening customer relationships.
View narrative
US$18.69
FV
27.1% undervalued
intrinsic discount
2.67%
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
8 days ago
author updated this narrative
easyJet
AN
AnalystHighTarget
Consensus Narrative from 19 Analysts
Fuel-efficient Fleets And Digital Trends Will Transform Air Travel
Key Takeaways Accelerated fleet upgrades and base expansions could drive faster-than-expected cost reductions, margin gains, and long-term growth beyond current market assumptions. Strong digital transformation and surging holidays segment position easyJet to achieve greater profit stability and higher ancillary revenue than consensus anticipates.
View narrative
UK£8.1
FV
44.6% undervalued
intrinsic discount
10.24%
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
8 days ago
author updated this narrative
Campbell's
AN
AnalystConsensusTarget
Consensus Narrative from 19 Analysts
Consumer Preferences And Operational Efficiency Will Build Future Resilience
Key Takeaways Shifting consumer trends toward convenience, health, and at-home cooking support demand for Campbell's core products, premium offerings, and higher-margin innovations. Expanded cost-saving measures, supply chain resilience, and strong brand investments strengthen margins, operational efficiency, and revenue growth amid industry challenges.
View narrative
US$34.58
FV
2.9% undervalued
intrinsic discount
-0.018%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
25
users have followed this narrative
8 days ago
author updated this narrative
Westgold Resources
AN
AnalystHighTarget
Consensus Narrative from 5 Analysts
AI Optimization And De-Dollarisation Will Strengthen Western Australia Mining Operations
Key Takeaways Operational advances, unhedged gold exposure, and infrastructure upgrades are set to boost margins and cash flow beyond market expectations. Portfolio optimization, accelerated project investment, and early AI adoption position the company for industry-leading returns and sustained outperformance.
View narrative
AU$5.08
FV
21.9% undervalued
intrinsic discount
19.32%
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
8 days ago
author updated this narrative
Blackbaud
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
AI And Cloud Will Revolutionize Nonprofit Education And Healthcare
Key Takeaways Expanding cloud-based platforms, AI-driven innovation, and unique network effects are driving higher user adoption, retention, and recurring revenue growth. Operational efficiencies, margin improvements, and strong data security are strengthening competitive differentiation and supporting long-term earnings expansion.
View narrative
US$76.83
FV
11.1% undervalued
intrinsic discount
3.19%
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
8 days ago
author updated this narrative
Alexandria Real Estate Equities
AN
AnalystLowTarget
Consensus Narrative from 12 Analysts
Rising Financing Costs And Hybrid Trends Will Squeeze Returns
Key Takeaways Rising costs, regulatory pressures, and shifts in workplace demand are squeezing margins and threatening predictability of earnings and occupancy rates. Heavy dependence on key biotech hubs and evolving funding trends increases revenue volatility and prolongs vacancy risks.
View narrative
US$71
FV
23.2% overvalued
intrinsic discount
-1.63%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
5
users have followed this narrative
8 days ago
author updated this narrative
BTS Group Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Bangkok Urban Transit Expansion Will Create Opportunities Despite Margin Risks
Key Takeaways Urban transit expansion and digital integration are driving fare-based and ancillary revenue growth while improving operational efficiency and margins. Strategic partnerships, diversification, and asset divestments are enhancing earnings stability, liquidity, and the company's long-term financial health.
View narrative
฿5.17
FV
37.3% undervalued
intrinsic discount
6.46%
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