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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
29.9% undervalued
intrinsic discount
14.72%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
1
users have commented on this narrative
18
users have followed this narrative
28 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
22.9% undervalued
intrinsic discount
21.73%
Revenue growth p.a.
Set Fair Value
18
users have liked this narrative
2
users have commented on this narrative
26
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
2
users have liked this narrative
1
users have commented on this narrative
12
users have followed this narrative
15 days ago
author updated this narrative
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Spire Global
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
NASA And NOAA Partnerships Will Advance Space Services Amid Competition
Key Takeaways Expansion into real-time Earth observation and analytics, along with major government contracts, supports stable and recurring revenue growth across multiple verticals. Streamlined operations and new proprietary technologies improve product differentiation, enabling margin expansion and greater investment in long-term innovation.
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US$16.25
FV
40.2% undervalued
intrinsic discount
-4.29%
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
13 days ago
author updated this narrative
Geely Automobile Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 27 Analysts
Launching 10 NEV Models In 2025 Will Expand Global Market Reach
Key Takeaways Launching new NEV models and expanding globally will positively impact revenue through increased market penetration and sales volume. Merging Zeekr and Lynk & Co aims to reduce costs, enhance earnings, and improve efficiency through lower R&D and operational expenses.
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HK$26.28
FV
27.5% undervalued
intrinsic discount
19.46%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
23
users have followed this narrative
13 days ago
author updated this narrative
Hypera
AN
AnalystConsensusTarget
Consensus Narrative from 14 Analysts
Working Capital Optimization And Neosaldina Launches Will Shape Future Operations
Key Takeaways Optimizing working capital and capitalizing on patent expirations could enhance cash flow, market share, and revenue growth. New product launches and strategic market expansion are expected to drive sellout and improve margins, boosting overall growth.
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R$29.59
FV
22.2% undervalued
intrinsic discount
16.99%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
6
users have followed this narrative
13 days ago
author updated this narrative
Stanmore Resources
AN
AnalystLowTarget
Consensus Narrative from 3 Analysts
Queensland Risk And Decarbonization Will Curb Output But Limit Expenses
Key Takeaways High geographic concentration and regulatory risks in Queensland threaten production stability, revenue predictability, and long-term earnings potential. Global decarbonization trends and rising environmental costs may erode future demand and margins despite current operational improvements.
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AU$2.2
FV
15.2% undervalued
intrinsic discount
-1.60%
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
Credo Technology Group Holding
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
AI Infrastructure Buildouts Will Invite Challenges And Opportunities
Key Takeaways Reliance on major cloud customers and pulled-forward AI demand introduces significant volatility and revenue concentration risk if hyperscaler spending slows. High expectations for future growth could face pressure from slower protocol adoption, rising expenses, intensifying competition, and possible product commoditization.
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US$109.5
FV
50.1% overvalued
intrinsic discount
33.79%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
95
users have followed this narrative
13 days ago
author updated this narrative
Platinum Investment Management
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Merger Will Unlock Operational Scale And Global Market Access
Key Takeaways The merger is expected to expand investment capabilities, product offerings, and distribution reach, supporting organic growth and client inflows across key markets. Integration aims to achieve significant cost efficiencies, boosting net margins and earnings while positioning the group for sustained revenue growth.
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AU$0.66
FV
8.7% overvalued
intrinsic discount
-17.93%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
7
users have followed this narrative
13 days ago
author updated this narrative
Nordnet
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
Digital Transformation And German Expansion Will Shape Success
Key Takeaways Strong customer growth and digital innovation are driving user engagement, supporting higher revenue, customer retention, and long-term platform expansion. Geographic and product diversification efforts, alongside disciplined cost control, are boosting margin stability and reducing reliance on commission-based income.
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SEK 267.22
FV
1.3% overvalued
intrinsic discount
3.64%
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
13 days ago
author updated this narrative
Savills
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
EMEA And APAC Real Estate Trends Will Unlock Future Opportunities
Key Takeaways Recovery in global real estate activity and investor confidence is driving strong transaction pipelines, set to boost revenue and earnings across key regions. Expansion in consulting, digital automation, and APAC markets supports higher recurring revenues, margin growth, and greater earnings diversification.
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UK£11.53
FV
19.2% undervalued
intrinsic discount
4.73%
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
Naspers
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
AI-Driven E-commerce And Capital Investments Will Transform Operations
Key Takeaways Strategic investments in competitive regions and AI-driven innovations aim to enhance revenue, net margins, and operational efficiency. Focus on cultural transformation and active investment management to drive profitability, accountability, and long-term earnings growth.
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R7k
FV
15.9% undervalued
intrinsic discount
12.74%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
1
users have commented on this narrative
33
users have followed this narrative
13 days ago
author updated this narrative