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Global Community
Our community narratives are driven by numbers and valuation.
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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
30.1% 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
31
users have followed this narrative
30 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$8.2
FV
25.6% 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.
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€6
FV
63.2% 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
16 days ago
author updated this narrative
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Beyond Air
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Global Expansion And Next-Generation Respiratory Care Will Transform Markets
Key Takeaways International expansion and partnerships are driving greater market access, positioning the company for sustained revenue growth in advanced respiratory care. Product innovation and operational efficiencies are improving scalability, margin potential, and revenue stability through recurring contracts and long-term customer relationships.
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US$11.2
FV
79.6% undervalued
intrinsic discount
119.93%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
14
users have followed this narrative
14 days ago
author updated this narrative
Lundin Mining
AN
AnalystConsensusTarget
Consensus Narrative from 22 Analysts
Vicuña And Brownfield Projects Will Increase Copper And Gold Production
Key Takeaways Expansion projects and operational improvements are positioning Lundin Mining to benefit from rising demand for electrification metals and support future revenue growth. Proactive ESG measures, balance sheet strengthening, and asset portfolio optimization enhance both sustainability profile and financial flexibility for long-term value creation.
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CA$17.2
FV
5.0% undervalued
intrinsic discount
-0.0049%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
20
users have followed this narrative
14 days ago
author updated this narrative
THG
AN
AnalystLowTarget
Consensus Narrative from 6 Analysts
Privacy Crackdowns And Fierce Amazon Rivalry Will Drive Margins Down
Key Takeaways Rising regulatory and sustainability costs, alongside persistent input inflation, are constraining THG's margins and limiting profitability across core divisions. Increased competition and reliance on data-driven models, combined with reduced diversification post-demerger, threaten revenue growth, market share, and future earnings stability.
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UK£0.24
FV
54.5% overvalued
intrinsic discount
1.41%
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
15 days ago
author updated this narrative
Sleep Cycle
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
High-margin Partnerships And AI Screening Will Unlock Global Preventive Markets
Key Takeaways Diversifying revenue through high-margin partnerships and AI-driven health products is strengthening margins and expanding global market opportunities across both consumer and business channels. Proprietary AI capabilities and interoperable health data position Sleep Cycle for premium pricing, long-term user retention, and attractive partnerships amid growing wellness trends.
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SEK 39.5
FV
33.9% undervalued
intrinsic discount
9.78%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
15
users have followed this narrative
14 days ago
author updated this narrative
Unifi
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Consolidation And Circular Economy Trends Will Unlock Lasting Market Potential
Key Takeaways Facility consolidation and efficiency improvements are set to boost margins and cash flow, while supporting stronger revenue growth. Rising demand for sustainable materials and new products positions Unifi to expand into higher-margin specialty markets and secure long-term growth.
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US$12
FV
62.3% undervalued
intrinsic discount
7.20%
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
14 days ago
author updated this narrative
B2Gold
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
Goose Mine Ramp-Up And Mali Permitting Will Expand Gold Production
Key Takeaways Operational efficiencies, permitting gains, and new project ramp-ups strengthen production growth, margin expansion, and revenue prospects while reducing risk. Macroeconomic tailwinds and strategic alignment with gold demand position B2Gold as a prime beneficiary of sustained high gold prices.
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CA$6.97
FV
14.2% undervalued
intrinsic discount
19.24%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
49
users have followed this narrative
14 days ago
author updated this narrative
LifeMD
AN
AnalystLowTarget
Consensus Narrative from 8 Analysts
Intensifying Regulation And Churn Will Limit Prospects While Stability Emerges
Key Takeaways Regulatory scrutiny, high refund rates, and customer acquisition challenges threaten margins, profitability, and the sustainability of revenue growth. High patient churn and intensifying competition may offset operational efficiencies and limit long-term earnings and margin gains.
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US$8
FV
24.0% undervalued
intrinsic discount
13.17%
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
15 days ago
author updated this narrative
Electrovaya
AN
AnalystConsensusTarget
Consensus Narrative from Analysts
Warehouse Automation And Robotics Will Fuel Uncertain Yet Promising Trends
Key Takeaways Sustained demand and expansion into new sectors are expected to reduce risk and boost margins, but setbacks or slower market growth could hurt earnings stability. Confidence in premium battery technology, supply chain strength, and new product rollouts may be challenged if competition, cost pressures, or slower adoption arise.
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CA$6.01
FV
51.4% overvalued
intrinsic discount
48.01%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
9
users have followed this narrative
14 days ago
author updated this narrative
TechTarget
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
B2B Digital Transformation And AI Will Expand Market Reach
Key Takeaways Proprietary data assets and AI-driven solutions position TechTarget for strong customer retention, pricing power, and differentiation in a rapidly evolving B2B digital landscape. Innovation in platforms, ecosystem integrations, and international focus drive greater client engagement, operational efficiency, and long-term revenue growth potential.
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US$12.33
FV
45.1% undervalued
intrinsic discount
19.15%
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
14 days ago
author updated this narrative