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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
5
users have liked this narrative
2
users have commented on this narrative
26
users have followed this narrative
29 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
25
users have liked this narrative
2
users have commented on this narrative
42
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
64.1% undervalued
intrinsic discount
58.08%
Revenue growth p.a.
Set Fair Value
3
users have liked this narrative
1
users have commented on this narrative
19
users have followed this narrative
16 days ago
author updated this narrative
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Gurit Holding
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Reducing Wind Footprint And Investing In Niche Markets Will Strengthen Future Prospects
Key Takeaways Restructuring and resizing in wind and fiber operations focus on profitable markets, improving margins and earnings by eliminating loss-making segments. Investment in Marine and Industrial markets aims at revenue growth through specialized foams, recycled PET, and targeting high-value niche markets.
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CHF 14.5
FV
9.9% undervalued
intrinsic discount
-5.90%
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
13 days ago
author updated this narrative
Micro Systemation
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Forensic Technology Investments Will Drive Future Global Opportunities
Key Takeaways Expansion into new regions and rising digital crime awareness are boosting contract wins and diversifying revenue streams. Increased recurring revenue and focus on subscriptions are improving earnings predictability and supporting strong profit margins.
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SEK 70
FV
11.4% undervalued
intrinsic discount
12.06%
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
13 days ago
author updated this narrative
Yeahka
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Overseas Payment Expansion And AI Integration Will Unlock New Markets
Key Takeaways Overseas expansion into major economies and focus on digital payments and value-added services are driving scalable, diversified revenues and higher margins. Advanced AI integration and strong compliance infrastructure enhance operational efficiency, customer engagement, and market share among higher-value merchants.
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HK$14.25
FV
27.2% undervalued
intrinsic discount
13.74%
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
13 days ago
author updated this narrative
Genuit Group
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
New UK Regulations Will Expand Sustainable Building Markets
Key Takeaways New UK regulations and sustainability trends position Genuit's innovative products for increased market share and premium pricing, driving both revenue and margin growth. Operational efficiencies and focused acquisitions in sustainable segments are set to strengthen profitability, improve cash flow, and diversify the company's revenue base.
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UK£4.86
FV
30.3% undervalued
intrinsic discount
6.81%
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
13 days ago
author updated this narrative
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
13 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
13 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
52.3% 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
14 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
33.8% 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
13 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
13 days ago
author updated this narrative