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Global Weekly Picks
Hoth Therapeutics
Sponsored
content by Hoth Therapeutics
JO
Jolt_Communications
Community Contributor
100% Patient Improvement in trial puts this $16M Biotech on the radar
Key Takeaways Hoth is a clinical-stage biotech with a diversified pipeline across oncology, neurology, and inflammation. Lead drug HT-001 targets cancer treatment related rashes, a multi-hundred-million-dollar niche where no approved therapies exist.
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US$5.30
FV
78.1% undervalued
intrinsic discount
0%
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
New
narrative
PayPal Holdings
ZW
Zwfis
Community Contributor
PayPal's Future Growth Through Venmo and Merchant Solutions
PayPal at it's surface might not seem like fanciest option available; but as you take a deeper dive into the company it has a lot more to offer than just the app we use for transactions and sending money to others. Most of their revenue comes from transactions while they also source some revenue from other added value services like: Payment Gateway Subscriptions Interest and fees from consumer loans and merchant loans Other credit products referrals partnerships One other source that recently has begun to catch traction for them is Venmo; which is quite similar to the normal services of PayPal but has been very popular with younger populations.
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US$105.25
FV
33.3% undervalued
intrinsic discount
7.22%
Revenue growth p.a.
Set Fair Value
4
users have liked this narrative
1
users have commented on this narrative
8
users have followed this narrative
New
narrative
IREN
BL
BlackGoat
Community Contributor
IREN's Bold Moves in Sustainable Bitcoin Mining & AI Data Centers
"Investing in a bitcoin miner?! How dare you!" endthefud.org Summary IREN owns and operates 4 Bitcoin mining sites in North America, powered by 100% renewable energy, leveraging 'stranded energy' from hydro and solar power plants.
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US$26.54
FV
0.2% undervalued
intrinsic discount
30.00%
Revenue growth p.a.
Set Fair Value
20
users have liked this narrative
4
users have commented on this narrative
69
users have followed this narrative
27 days ago
author updated this narrative
Cadeler
MA
Mandelman
Community Contributor
Cadeler set to grow with market.
Catalysts Structural market tailwinds: Offshore wind installations are projected to grow from approximately 8 GW in 2024 to 34 GW by 2030 (28% CAGR), supported by strong policy initiatives in the EU, U.S., and China targeting over 400 GW of capacity. Source.
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NOK 95.36
FV
45.5% undervalued
intrinsic discount
30.00%
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
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Lodha Developers
AN
AnalystConsensusTarget
Consensus Narrative from 17 Analysts
Mumbai And NCR Expansion Will Unlock Residential Potential
Key Takeaways Urban infrastructure investments and supportive government policies are expected to drive robust residential demand and sustained growth for Lodha. Expansion into new markets and segments, combined with disciplined capital management, strengthens Lodha's position for long-term revenue resilience and earnings growth.
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₹1.48k
FV
19.2% undervalued
intrinsic discount
18.67%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
10
users have followed this narrative
6 days ago
author updated this narrative
Agree Realty
AN
AnalystConsensusTarget
Consensus Narrative from 19 Analysts
Suburban Migration And Essential Retail Demand Will Secure Operational Stability
Key Takeaways Strong tenant mix in essential retail and high occupancy rates drive stable rental revenue and protect against economic downturns. Scalable portfolio growth and operational efficiencies are supported by robust liquidity, disciplined acquisitions, and advanced asset management.
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US$81.88
FV
11.2% undervalued
intrinsic discount
14.92%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
76
users have followed this narrative
6 days ago
author updated this narrative
DoubleVerify Holdings
AN
AnalystLowTarget
Consensus Narrative from 19 Analysts
GDPR And AI Threats Will Undermine Digital Ad Markets
Key Takeaways Tighter privacy regulations and tech platform changes threaten DoubleVerify's core ad verification business, potentially shrinking addressable markets and intensifying compliance and operational costs. Shifts toward privacy-first, AI-driven, and cookieless advertising models undermine the relevance of its solutions, leading to risks for sustained revenue and margin growth.
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US$13.00
FV
25.2% overvalued
intrinsic discount
9.78%
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
6 days ago
author updated this narrative
NOG
Northern Oil and Gas
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
Acquisitions And US Shale Will Secure Future Resilience Despite Risks
Key Takeaways Focus on acquiring stable production assets, capital efficiency, and non-operating model positions the company for resilient revenue and improved margins amid ongoing energy demand. Strong balance sheet, shareholder returns, and growth through acquisitions create potential for future value not fully captured in current market valuations.
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US$33.80
FV
22.6% undervalued
intrinsic discount
3.68%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
2
users have commented on this narrative
7
users have followed this narrative
6 days ago
author updated this narrative
eBay
AN
AnalystHighTarget
Consensus Narrative from 27 Analysts
AI And Live Commerce Will Empower Sustainable Recommerce
Key Takeaways eBay's innovation in collectibles, AI-driven fashion recommerce, and live commerce is driving strong network effects and record-breaking growth in high-margin revenue streams. Enhanced payments, managed shipping, and sustainable marketplace initiatives are expanding buyer engagement and positioning eBay as a dominant global recommerce leader.
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US$102.00
FV
11.2% undervalued
intrinsic discount
7.68%
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
6 days ago
author updated this narrative
Gujarat Gas
AN
AnalystHighTarget
Consensus Narrative from 28 Analysts
Expanding LNG Access Will Ignite India's Clean Energy Shift
Key Takeaways GSPC restructuring and digital transformation could unlock significant value, operational efficiency, and sustained margin expansion beyond current analyst expectations. Expansion into clean transport, LPG, and integrated energy solutions positions Gujarat Gas for accelerated growth and enhanced resilience against natural gas market fluctuations.
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₹604.07
FV
27.6% undervalued
intrinsic discount
19.64%
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
6 days ago
author updated this narrative
Nexi
AN
AnalystLowTarget
Consensus Narrative from 16 Analysts
Rising Regulatory Pressure And Fintech Rivalry Will Erode Profitability
Key Takeaways Regulatory pressures, big tech competition, and fintech disruption threaten Nexi's margins by increasing costs and eroding market share and pricing power. Dependence on acquisitions risks operational inefficiencies and limits expected cost savings, further constraining long-term profitability and growth prospects.
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€4.10
FV
31.8% overvalued
intrinsic discount
-17.55%
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
6 days ago
author updated this narrative
Neurocrine Biosciences
AN
AnalystConsensusTarget
Consensus Narrative from 26 Analysts
CNS Pipeline And Medicare Coverage Will Unlock Future Opportunities
Key Takeaways Leadership in key neurology products and expanded payer access are driving strong, sustained market share and future revenue growth prospects. Robust late-stage pipeline and active innovation position the company for long-term earnings visibility and expanded addressable markets.
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US$167.87
FV
16.8% undervalued
intrinsic discount
14.66%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
31
users have followed this narrative
6 days ago
author updated this narrative
MTN Group
AN
AnalystLowTarget
Consensus Narrative from 9 Analysts
Rising Starlink Competition And Regulation Will Erode Telecom Margins
Key Takeaways Disruptive technologies, regulatory pressures, and fierce competition threaten to erode MTN's revenue base and squeeze profit margins across major markets. Persistent currency risk and high capital expenditure requirements constrain free cash flow, limit shareholder returns, and undermine long-term financial flexibility.
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R80.90
FV
79.9% overvalued
intrinsic discount
9.89%
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
6 days ago
author updated this narrative
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