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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
27
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
26
users have liked this narrative
3
users have commented on this narrative
45
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
4
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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Pandora
AN
AnalystConsensusTarget
Consensus Narrative from 18 Analysts
Jewelry Transformation Will Unlock Global Market Opportunities
Key Takeaways Brand transformation, product innovation, and omnichannel strategies are driving long-term growth, stronger consumer engagement, and improved margins for Pandora. Elevated brand equity and disciplined cost management position Pandora for resilience and earnings expansion despite external macroeconomic challenges.
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DKK 1.13k
FV
23.4% undervalued
intrinsic discount
6.35%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
13
users have followed this narrative
14 days ago
author updated this narrative
Compass
AN
AnalystLowTarget
Consensus Narrative from 10 Analysts
Traditional Brokerage Will Suffer As Digital Shifts Offer Minimal Reprieve
Key Takeaways Disruptive tech platforms and direct-to-consumer trends threaten Compass's agent-focused model, risking long-term declines in revenue and market share. High costs, agent commission splits, and regulatory shifts jeopardize profitability, leaving Compass vulnerable to earnings compression and industry commoditization.
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US$7
FV
35.1% overvalued
intrinsic discount
11.62%
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
Super Retail Group
AN
AnalystConsensusTarget
Consensus Narrative from 14 Analysts
Digital And Store Expansions Will Drive Retail Success
Key Takeaways Strategic investments in store modernization, digital channels, and supply chain automation are enhancing operational efficiency, customer reach, and profit potential. Loyalty programs and brand alignment with lifestyle trends are driving stronger customer engagement, boosting sales growth, and supporting sustainable margin improvement.
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AU$17.25
FV
1.6% undervalued
intrinsic discount
4.13%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
43
users have followed this narrative
14 days ago
author updated this narrative
Select Harvests
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Carina West Expansion Will Increase Processing Capacity To 40,000 Tonnes
Key Takeaways Strengthened balance sheet and strategic investments could improve net margins and reduce interest expenses amid cost management initiatives. Anticipated almond price increases and expanded processing capacity may boost revenues and enable greater economies of scale.
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AU$5.14
FV
22.7% undervalued
intrinsic discount
3.30%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
8
users have followed this narrative
14 days ago
author updated this narrative
TBC Bank Group
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Digital Banking Expansion In Uzbekistan And Georgia Will Unlock Opportunities
Key Takeaways Expansion in digital banking and innovative products across Uzbekistan and Georgia is enhancing customer engagement, fee income, and margins. Strong capital, digital investments, and favorable markets are supporting cost efficiencies and positioning for sustained profit and shareholder returns.
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UK£59.88
FV
25.9% undervalued
intrinsic discount
26.99%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
1
users have commented on this narrative
30
users have followed this narrative
14 days ago
author updated this narrative
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
14 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
14 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
14 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
30.1% 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
14 days ago
author updated this narrative