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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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Elmos Semiconductor
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
China Demand And Cost Cuts Will Shape Automotive Future Risks
Key Takeaways Growing demand in China and expanding design wins in advanced automotive sensors are strengthening market position and boosting pricing power for future growth. Cost optimization efforts and increased localization are improving margins and supply chain resilience, supporting sustained earnings despite external headwinds.
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€97.17
FV
15.6% undervalued
intrinsic discount
8.58%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
12
users have followed this narrative
15 days ago
author updated this narrative
5007
Akzo Nobel India
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
8,000 Town Expansion And Digital Transformation Will Capture Urban Demand
Key Takeaways Distribution expansion, new adjacent product launches, and focus on local innovations position the company for market share gains and higher margins. Emphasis on sustainability, digital transformation, and JSW Group integration enhances operational efficiency, competitive edge, and earnings resilience.
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₹3.85k
FV
11.9% undervalued
intrinsic discount
7.35%
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
Endurance Technologies
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
Regulatory Mandates And EV Adoption Will Expand Auto Capacity
Key Takeaways Surging EV adoption and regulatory changes are driving demand for high-value, advanced auto components, boosting Endurance's revenue, market share, and net margins. Strategic diversification, capacity expansion, and M&A enhance market reach, reduce legacy dependence, and support sustained earnings and margin improvement.
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₹2.81k
FV
3.5% overvalued
intrinsic discount
15.05%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
7
users have followed this narrative
15 days ago
author updated this narrative
Sportradar Group
AN
AnalystConsensusTarget
Consensus Narrative from 19 Analysts
Sports Betting Expansion And Real-time Data Will Shape Future Markets
Key Takeaways Expanding global sports betting markets and rising demand for advanced data solutions are driving recurring revenue growth and margin expansion. Deeper client integration, premium product adoption, and strategic sports rights deals increase retention, pricing power, and earnings quality.
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US$32.97
FV
10.6% undervalued
intrinsic discount
15.54%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
1
users have commented on this narrative
9
users have followed this narrative
15 days ago
author updated this narrative
Karur Vysya Bank
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
India's Digital Finance And Inclusion Will Transform Banking
Key Takeaways Digital investments and innovative customer acquisition strategies are enabling operational efficiency and margin expansion, appealing to younger and tech-savvy demographics. Focus on high-margin retail, agriculture, and MSME lending, combined with strong risk management, underpins stable growth and better long-term profitability.
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₹259.18
FV
15.5% undervalued
intrinsic discount
4.87%
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
Dynavox Group
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Expanding Global Presence Will Unlock Untapped Market Demand
Key Takeaways Expanding into new international markets and investing in R&D are driving growth, greater revenue stability, and a shift toward recurring software revenue. Increased awareness and insurance coverage are accelerating adoption, while operational improvements and winding down of one-off costs are set to boost profitability.
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SEK 132.33
FV
8.4% undervalued
intrinsic discount
18.45%
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
Healwell AI
AN
AnalystLowTarget
Consensus Narrative from 11 Analysts
AI Healthcare Will Battle Integration Risks But Recover Slightly
Key Takeaways Ongoing integration challenges, data privacy regulations, and slow clinical adoption may delay revenue growth, margin expansion, and earnings visibility despite strong market positioning. Competitive pressure and the need for higher investment in R&D could compress margins and make sustainable improvement in profitability difficult.
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CA$2.5
FV
48.4% undervalued
intrinsic discount
35.88%
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
IDFC First Bank
AN
AnalystConsensusTarget
Consensus Narrative from 17 Analysts
Digital Banking And Retail Deposits In India Will Unlock Value
Key Takeaways Lower funding costs and strategic deposit growth are set to boost margins and support long-term, stable earnings amid rising financial inclusion. Digital investments and a retail-focused loan book enhance efficiency, contain credit costs, and strengthen the foundation for scalable, sustainable profitability.
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₹76.53
FV
6.0% undervalued
intrinsic discount
30.79%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
44
users have followed this narrative
15 days ago
author updated this narrative
Legend Biotech
AN
AnalystLowTarget
Consensus Narrative from 17 Analysts
Price Controls And Competitive Risks Will Challenge Cell Therapy Recovery
Key Takeaways Heightened competition, pricing pressures, and reimbursement scrutiny threaten revenue growth and limit predictability despite rising global demand for cell therapies. Heavy dependence on CARVYKTI and significant R&D spending expose Legend to concentration risk and continued margin pressures in a rapidly evolving treatment landscape.
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US$54.82
FV
35.9% undervalued
intrinsic discount
37.47%
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