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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
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.
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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.
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€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
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Frequentis
AN
AnalystLowTarget
Consensus Narrative from 4 Analysts
Geopolitical Tensions And Tech Obsolescence Will Limit Air Traffic Expansion
Key Takeaways Dependence on government contracts and geopolitical instability expose the company to significant revenue volatility and growth constraints. Rapid technological shifts, cybersecurity risks, and stricter environmental regulations threaten competitiveness, reputation, and long-term demand for its solutions.
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€43
FV
34.9% overvalued
intrinsic discount
7.08%
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
Shoppers Stop
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
Premiumization And Omnichannel Investments Will Expand Retail Opportunities
Key Takeaways Premiumization, private labels, and exclusive brands are boosting margins and attracting a younger, more aspirational customer base. Omni-channel investments and geographic expansion are broadening market reach and supporting sustained sales growth.
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₹603.89
FV
8.7% undervalued
intrinsic discount
8.16%
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
China Mobile
AN
AnalystConsensusTarget
Consensus Narrative from 17 Analysts
Digital Transformation And Advanced Networks Will Empower Telecom Expansion
Key Takeaways Rapid expansion in digital and AI-driven services, alongside leadership in next-gen networks, positions the company for higher-margin growth and broader market opportunities. Focus on cloud, operational efficiency, and shareholder payouts supports resilient earnings and enhances overall returns.
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HK$100.97
FV
14.6% undervalued
intrinsic discount
3.21%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
26
users have followed this narrative
15 days ago
author updated this narrative
HORNBACH Holding KGaA
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
European Expansion And Online Investments Will Strengthen Future Prospects Despite Margin Challenges
Key Takeaways Organic growth in Europe with investments in online-offline integration aims to enhance customer experience and boost profitability. New store openings and process efficiencies target increased sales and maintained high margins, supporting revenue and earnings growth despite economic challenges.
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€110.5
FV
7.7% undervalued
intrinsic discount
2.24%
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
15 days ago
author updated this narrative
Alpha Teknova
AN
AnalystLowTarget
Consensus Narrative from 3 Analysts
Funding Gaps Will Hamper Biopharma Yet Resilience Will Emerge
Key Takeaways Dependence on a limited product portfolio and slow new offerings may restrict growth amid challenges from industry consolidation and price competition. Margin improvements from process automation face risks from regulatory complexity, compliance costs, and supply chain shifts, threatening long-term profitability.
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US$8
FV
42.0% undervalued
intrinsic discount
13.64%
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
ARS Pharmaceuticals
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Worldwide Allergy Trends Will Expand Needle-Free Treatment Access
Key Takeaways Accelerating demand and expanded access for neffy, especially in pediatric and school settings, is driving significant revenue and earnings growth opportunities. Global expansion, new clinical indications, and strong market penetration strategies are broadening revenue streams and creating multiple long-term growth drivers.
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US$31
FV
68.0% undervalued
intrinsic discount
54.70%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
13
users have followed this narrative
15 days ago
author updated this narrative
Nuvoco Vistas
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
India Urbanization And Vadraj Cement Integration Will Unlock Opportunities
Key Takeaways Infrastructure growth, premium product focus, and expanded distribution strengthen demand outlook, margin improvement, and brand advantage for Nuvoco Vistas. Operational efficiencies, cost optimization, and disciplined funding reduce risks, enhance profitability, and improve market positioning in Western India.
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₹420.67
FV
6.6% overvalued
intrinsic discount
8.82%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
3
users have followed this narrative
15 days ago
author updated this narrative
i3 Verticals
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Digitization And AI Will Boost Public Sector Expansion
Key Takeaways Strong demand for AI-powered public sector software and ongoing innovation drive revenue growth, customer retention, and improved margins through modernization and higher client wallet share. Focus on high-barrier government verticals and disciplined acquisitions ensures stable, recurring revenues and scalable growth with operational and financial flexibility.
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US$37
FV
13.0% undervalued
intrinsic discount
-1.00%
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
Greggs
AN
AnalystConsensusTarget
Consensus Narrative from 12 Analysts
Expanding Stores And Digital Ordering Will Offer Promise Amid Risks
Key Takeaways Expansion into new convenience channels and digital platforms positions Greggs for sustained revenue growth without eroding its existing customer base. Strategic focus on value, innovation, and supply chain efficiency supports market share gains, cost control, and enhanced profitability amid challenging consumer environments.
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UK£20.66
FV
24.1% undervalued
intrinsic discount
7.42%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
77
users have followed this narrative
15 days ago
author updated this narrative