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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
27.6% 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
35
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
22.1% 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
52
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
60.0% 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
23
users have followed this narrative
18 days ago
author updated this narrative
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Oil States International
AN
AnalystHighTarget
Consensus Narrative from 4 Analysts
Asia-Pacific And Offshore Megaprojects Will Fuel Secular Demand
Key Takeaways Strategic focus on offshore megaprojects and advanced technologies is expected to drive outsized revenue growth and recurring premium margins well beyond current market assumptions. Operational restructuring and geographic diversification are unlocking higher free cash flow, expanding margins, and positioning the company for sustained earnings upside and long-term value creation.
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US$9
FV
36.4% undervalued
intrinsic discount
4.62%
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
9 days ago
author updated this narrative
Ipsen
AN
AnalystLowTarget
Consensus Narrative from 14 Analysts
US And EU Controls And Pipeline Risks Will Erode Outlook
Key Takeaways Heightened drug pricing pressure and mounting regulation threaten future revenue growth and margin stability, with rising compliance costs and delayed product launches. Heavy dependence on a concentrated product portfolio and limited pipeline differentiation increase vulnerability to competition, market stagnation, and volatility in earnings.
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€105
FV
9.5% overvalued
intrinsic discount
2.59%
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
9 days ago
author updated this narrative
Mercury General
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Core Business Strength May Support Future Earnings Despite Wildfire Losses And Rising Reinsurance Costs
Key Takeaways Strength in core business operations, excluding catastrophe losses, suggests improved future earnings stability and net margins through personal auto and homeowners lines. Anticipated premium growth and active subrogation claims pursuit may boost revenue, rebuild surplus, and stabilize financials.
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US$90
FV
11.7% undervalued
intrinsic discount
5.14%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
4
users have followed this narrative
9 days ago
author updated this narrative
Delivery Hero
AN
AnalystLowTarget
Consensus Narrative from 19 Analysts
EU Mandates And Rising Compliance Costs Will Erode Margins
Key Takeaways Regulatory, legal, and environmental pressures are expected to structurally increase operating costs and threaten Delivery Hero's long-term margin stability. Shifting consumer preferences and intense competition may weaken demand growth and undermine the company's path to sustainable profitability.
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€21
FV
32.4% overvalued
intrinsic discount
6.63%
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
9 days ago
author updated this narrative
Phoenix Group Holdings
AN
AnalystLowTarget
Consensus Narrative from 13 Analysts
Rising Regulatory Burdens And Fintech Disruption Will Squeeze Margins
Key Takeaways Shifting consumer preferences and heightened digital competition threaten legacy product revenues and customer retention, challenging future growth across retail and retirement solutions. Regulatory changes, low interest rates, and diminishing acquisition opportunities are likely to raise costs, compress margins, and constrain long-term profitability.
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UK£5.9
FV
11.4% overvalued
intrinsic discount
-30.45%
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
9 days ago
author updated this narrative
Marriott Vacations Worldwide
AN
AnalystHighTarget
Consensus Narrative from 10 Analysts
Rising Global Wealth And Remote Work Will Spur Vacation Demand
Key Takeaways Underestimated automation, first-time buyer growth, and AI-driven digital channels could drive much stronger revenue and margin gains than current forecasts suggest. Favorable demographic trends and growth in emerging markets position the company for long-term, multi-generational demand and premium revenue opportunities.
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US$127
FV
39.9% undervalued
intrinsic discount
22.45%
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
9 days ago
author updated this narrative
Mitsubishi
AN
AnalystLowTarget
Consensus Narrative from 13 Analysts
Fossil Legacy And Mounting Tensions Will Imperil Future Viability
Key Takeaways Ongoing reliance on fossil fuels and commodities risks impairments and exposes earnings to regulatory, technological, and market transitions toward renewables. Heightened geopolitical tensions, protectionism, and digital disruption threaten the stability and growth of Mitsubishi's global trading and supply chain operations.
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JP¥2.5k
FV
42.8% overvalued
intrinsic discount
0.54%
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
9 days ago
author updated this narrative
Fulgent Genetics
AN
AnalystHighTarget
Consensus Narrative from 3 Analysts
Rapid Genomic Medicine Advances Will Reshape The Diagnostics Landscape
Key Takeaways Rapid expansion, proprietary technology, and early adoption in genomics position the company for sustained organic growth, first-mover advantage, and robust margin improvements. Automation, managed care expansion, and differentiated therapeutic pipelines enable superior scalability, recurring revenue stability, and significant upside in high-margin markets.
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US$30
FV
25.6% undervalued
intrinsic discount
11.16%
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
9 days ago
author updated this narrative
Mister Spex
AN
AnalystHighTarget
Consensus Narrative from 4 Analysts
Digital Healthcare And Aging Populations Will Fuel Online Vision Care Growth
Key Takeaways Expansion into premium categories, digital services, and subscriptions is driving sustainable profit growth, boosted by early success in capturing higher-margin customers. Strong operational leverage, rapid store profitability, and sector consolidation readiness position Mister Spex for accelerated earnings and market leadership in integrated vision care.
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€6
FV
72.9% undervalued
intrinsic discount
1.51%
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
9 days ago
author updated this narrative