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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
75.8% undervalued
intrinsic discount
0%
Revenue growth p.a.
Set Fair Value
6
users have liked this narrative
0
users have commented on this narrative
24
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
34.2% undervalued
intrinsic discount
7.22%
Revenue growth p.a.
Set Fair Value
15
users have liked this narrative
1
users have commented on this narrative
31
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
9.7% overvalued
intrinsic discount
30.00%
Revenue growth p.a.
Set Fair Value
22
users have liked this narrative
4
users have commented on this narrative
73
users have followed this narrative
28 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
46.3% undervalued
intrinsic discount
30.00%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
1
users have commented on this narrative
11
users have followed this narrative
Updated
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TEP
Teleperformance
AN
AnalystLowTarget
Consensus Narrative from 15 Analysts
FX Volatility Will Undermine Specialized Services But Spur AI
Key Takeaways Reliance on labor-based CX services and exposure to wage inflation, compliance costs, and regulatory complexity risk long-term margin stability and revenue growth. Investments in AI and automation support innovation, but rising digital adoption and contract headwinds may erode traditional business lines and global diversification benefits.
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€91.00
FV
29.6% undervalued
intrinsic discount
0.50%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
5
users have followed this narrative
7 days ago
author updated this narrative
Ormat Technologies
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
US Permitting Reforms And Tax Credits Will Ignite Geothermal Expansion
Key Takeaways Favorable policy changes and tax incentives accelerate project timelines, lower costs, and enhance revenue growth and profitability for geothermal and energy storage developments. Growing demand for reliable clean power and expanded capacity pipeline support sustained earnings growth, improved margins, and long-term scalability.
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US$94.60
FV
3.8% undervalued
intrinsic discount
9.37%
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
7 days ago
author updated this narrative
Estée Lauder Companies
AN
AnalystHighTarget
Consensus Narrative from 23 Analysts
Digital Engagement And Emerging Markets Will Unlock Premium Skincare
Key Takeaways Rapid transformation, regional empowerment, and aggressive cost savings are expected to drive much faster and greater margin recovery than analysts predict. Digital channel expansion, multi-brand innovation, and exposure to emerging markets will accelerate market share growth, premiumization, and sustainably improve revenues and margins.
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US$118.77
FV
23.6% undervalued
intrinsic discount
7.10%
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
7 days ago
author updated this narrative
Oil and Natural Gas
AN
AnalystLowTarget
Consensus Narrative from 29 Analysts
Decarbonization Trends Will Erode Fossil Fuel Markets
Key Takeaways Structural decline in demand and pricing power due to accelerating renewables adoption and supportive clean energy policies threatens ONGC's long-term revenue prospects. Rising operational costs, regulatory burdens, and investor divestment are set to squeeze margins, restrict financing access, and depress earnings quality going forward.
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₹205.00
FV
16.6% overvalued
intrinsic discount
-3.14%
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
7 days ago
author updated this narrative
Amalgamated Financial
AN
AnalystHighTarget
Consensus Narrative from 2 Analysts
ESG Banking And Fintech Trends Will Unlock Market Dominance
Key Takeaways Mission-driven deposit growth and brand leadership uniquely position Amalgamated for outsized market share gains, stable funding, and superior long-term earnings growth. First-mover advantages in climate finance and advanced digital banking should enable structural loan growth, operating leverage, and dominance in the expanding ESG lending market.
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US$39.00
FV
27.1% undervalued
intrinsic discount
12.73%
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
7 days ago
author updated this narrative
Enact Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Persistent Homebuyer Demand And Tech Will Empower Mortgage Insurance
Key Takeaways Strong demographic demand, home equity growth, and favorable policy trends are driving steady mortgage insurance revenue and supporting future earnings potential. Enhanced technology and disciplined capital management are improving pricing accuracy, underwriting precision, and supporting shareholder returns through dividends and buybacks.
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US$40.00
FV
6.3% undervalued
intrinsic discount
2.66%
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
7 days ago
author updated this narrative
SoftBank
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
Homegrown LLMs And AI Will Expand Japan Digital Markets
Key Takeaways Accelerating investment in AI, fintech, and digital infrastructure boosts recurring revenue streams, margin expansion, and monetization through partnerships and new service offerings. Strategic focus on semiconductors and global collaborations bolsters Japan's tech self-sufficiency while reducing supply chain and geopolitical risks for sustained softbank growth.
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JP¥231.47
FV
1.6% undervalued
intrinsic discount
4.19%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
5
users have followed this narrative
7 days ago
author updated this narrative
NVIDIA
AN
AnalystLowTarget
Consensus Narrative from 58 Analysts
Data Center, Automotive And Blackwell Sectors Will Shape Future Success
Key Takeaways Heavy reliance on the U.S. market for data center tech poses risks to international revenue growth due to potential regulatory changes. NVIDIA's automotive and gaming sectors face growth challenges, impacting revenue projections and highlighting supply and geopolitical constraints.
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US$134.38
FV
27.1% overvalued
intrinsic discount
21.79%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
47
users have followed this narrative
7 days ago
author updated this narrative
Ultralife
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Accelerating Electrification Will Drive Advanced Battery Demand
Key Takeaways Electrification trends and sector diversification position Ultralife for steady demand and reduced earnings volatility. R&D investments and vertical integration are expected to boost margins, pricing power, and long-term cash flow.
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US$14.00
FV
50.0% undervalued
intrinsic discount
16.43%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
78
users have followed this narrative
7 days ago
author updated this narrative
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