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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
75.8% undervalued
intrinsic discount
0%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
9
users have followed this narrative
New
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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
5
users have liked this narrative
1
users have commented on this narrative
11
users have followed this narrative
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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
20
users have liked this narrative
4
users have commented on this narrative
70
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
46.4% undervalued
intrinsic discount
30.00%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
1
users have commented on this narrative
4
users have followed this narrative
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Kanzhun
AN
AnalystHighTarget
Consensus Narrative from 21 Analysts
China's Digital Hiring Shift Will Unlock Expansive Market Growth
Key Takeaways Expansion into lower-tier cities and blue-collar segments, alongside rapid user growth and AI-driven innovation, strongly positions Kanzhun for accelerated multi-year revenue gains. Robust cash reserves and strong liquidity enable aggressive expansion, strategic acquisitions, and continued product innovations, supporting future market leadership and margin growth.
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US$27.05
FV
12.3% undervalued
intrinsic discount
15.13%
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
Forestar Group
AN
AnalystLowTarget
Consensus Narrative from 4 Analysts
Rising Mortgage Rates And DR Horton Ties Will Cripple Demand
Key Takeaways Heavy reliance on a single major customer and unfavorable housing market trends threaten revenue growth and profitability stability. Demographic shifts, climate risks, and changing buyer preferences in key regions pose long-term challenges to demand and asset values.
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US$23.00
FV
19.2% overvalued
intrinsic discount
8.29%
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
Elevance Health
AN
AnalystConsensusTarget
Consensus Narrative from 18 Analysts
AI-Enabled Analytics And Value-Based Care Will Ensure Future Stability
Key Takeaways Technology investments in analytics, digitization, and AI are boosting efficiency, reducing costs, and improving margin stability across operations. Expansion into value-based care, behavioral health, and government programs supports revenue growth, earnings diversity, and long-term margin improvement.
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US$368.44
FV
12.5% undervalued
intrinsic discount
6.78%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
98
users have followed this narrative
6 days ago
author updated this narrative
Cochin Shipyard
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Digital Upgrades And HD KSOE Ties Will Balance Overvaluation Risks
Key Takeaways Slow adoption of digital and modular technologies and over-optimistic valuations could limit productivity gains and future competitiveness versus global peers. High-margin project wind-down, rising global protectionism, and competitive pricing pressures pose risks to revenue growth and margin sustainability.
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₹1.26k
FV
37.8% overvalued
intrinsic discount
11.33%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
0
users have commented on this narrative
25
users have followed this narrative
6 days ago
author updated this narrative
Alstom
AN
AnalystHighTarget
Consensus Narrative from 15 Analysts
Digital Rail And Decarbonization Will Catalyze Urban Growth
Key Takeaways Premium segment growth, operational efficiency, and industrial standardization position Alstom for significant margin and earnings expansion beyond consensus expectations. Leadership in green mobility and strong global presence allow Alstom to capitalize on infrastructure trends and recurring revenue from high-value services.
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€33.00
FV
40.9% undervalued
intrinsic discount
5.30%
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
Techtronic Industries
AN
AnalystConsensusTarget
Consensus Narrative from 17 Analysts
Global Urbanization And Battery Trends Will Unlock Market Potential
Key Takeaways Strong demand growth, innovation in cordless tools, and expansion into new markets are driving significant revenue and market share gains for Techtronic Industries. Strategic investments in AI, advanced batteries, and supply chain automation are supporting higher margins, recurring revenue, and sustained long-term earnings growth.
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HK$116.27
FV
17.1% undervalued
intrinsic discount
7.88%
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
6 days ago
author updated this narrative
Glenmark Pharmaceuticals
AN
AnalystHighTarget
Consensus Narrative from 11 Analysts
Global Aging And Emerging Markets Will Fuel Specialty And Biosimilars
Key Takeaways Expansion in high-demand Indian and US markets, alongside specialty product rollouts, is expected to accelerate earnings and broaden global revenue streams. Strategic investments in manufacturing efficiency and global diversification should enhance margins, cash flow, and resilience against market and regulatory risks.
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₹2.93k
FV
34.6% undervalued
intrinsic discount
14.04%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
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6 days ago
author updated this narrative
D.R. Horton
AN
AnalystLowTarget
Consensus Narrative from 15 Analysts
Rising Interest Rates And Stricter Codes Will Erode Margins
Key Takeaways Challenging market conditions and changing buyer demographics are limiting revenue growth, pressuring margins, and increasing risk to future profitability. Regulatory shifts and disruptive competitors threaten traditional operations, driving up costs and eroding D.R. Horton's market position among entry-level buyers.
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US$110.00
FV
54.8% overvalued
intrinsic discount
2.90%
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
Madrigal Pharmaceuticals
AN
AnalystLowTarget
Consensus Narrative from 14 Analysts
US Pricing Pressure And European Payers Will Erode Margins
Key Takeaways Heavy dependence on a single asset and aggressive market competition threaten both revenue growth and long-term market share. Expansion into Europe and persistent high expenses are likely to strain margins and hinder profitability due to pricing pressures and limited pipeline diversity.
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US$311.98
FV
39.8% overvalued
intrinsic discount
56.42%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
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0
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