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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
60.1% 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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Sats
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Premium Group Training In Norway And Sweden Will Drive Expansion
Key Takeaways Expansion of premium offerings and scalable group training models supports higher revenue per member and consistency in earnings across diverse markets. Effective cost controls and resilient capital return strategies bolster margin stability and long-term shareholder value amid ongoing macroeconomic pressures.
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NOK 44.33
FV
10.7% undervalued
intrinsic discount
7.32%
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
8 days ago
author updated this narrative
Service Properties Trust
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Rising Labor Costs And Inflation Will Squeeze Hotel Margins
Key Takeaways Rising costs, subdued business travel, and heavy tenant concentration are constraining earnings growth and margin expansion for SVC's hotel portfolio. Required property upgrades, high leverage, and limited financial flexibility threaten long-term cash flow and resilience against sector headwinds.
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US$2.25
FV
25.3% overvalued
intrinsic discount
-5.81%
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
8 days ago
author updated this narrative
Sensata Technologies Holding
AN
AnalystHighTarget
Consensus Narrative from 14 Analysts
Electrification And Automation Will Unleash Global Growth
Key Takeaways Operational excellence and lower CapEx are driving sustained margin expansion, stronger cash flow, and enhanced capacity for debt reduction and buybacks. Strategic growth in leak detection and electrification, plus focus on automation and digital services, positions Sensata for diversified international revenue and margin gains.
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US$49.55
FV
36.9% undervalued
intrinsic discount
4.94%
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
Wasion Holdings
AN
AnalystHighTarget
Consensus Narrative from 6 Analysts
International Smart Grid Upgrades And Carbon Neutrality Will Spur Expansion
Key Takeaways International expansion and green technology leadership are set to drive outsized, resilient growth and margins far beyond current analyst expectations. Rapid shift to digital solutions and growing data center business create high-margin recurring revenues, while disciplined capital management supports strong shareholder returns.
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HK$14.99
FV
25.3% undervalued
intrinsic discount
23.93%
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
Mirum Pharmaceuticals
AN
AnalystHighTarget
Consensus Narrative from 10 Analysts
Genetic Testing And Global Launches Will Expand Rare Disease Access
Key Takeaways Expanded patient identification and accelerated adoption of therapies are driving growth beyond market expectations, with international markets providing significant additional revenue potential. Advances in diagnostics and a strong financial position enable Mirum to extend treatment durations, acquire new assets, and maintain robust profitability and pricing power.
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US$89
FV
15.4% undervalued
intrinsic discount
26.76%
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
LY
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
AI Personalization And Revamped LINE Will Unlock Digital Opportunities
Key Takeaways Accelerating AI integration and commerce expansion is driving higher user engagement, digital monetization, and new revenue streams across media, messaging, and financial services platforms. Strategic investments in platform integration, technology, and international growth are supporting operational efficiency, deepening ecosystem synergies, and enabling greater returns to shareholders.
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JP¥567.4
FV
12.8% undervalued
intrinsic discount
7.01%
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
8 days ago
author updated this narrative
Hain Celestial Group
AN
AnalystHighTarget
Consensus Narrative from 7 Analysts
Rising Global Health Trends Will Expand Clean Food Markets
Key Takeaways Organizational transformation and bold strategic actions could drive substantial margin expansion, revenue acceleration, and lasting financial flexibility beyond prevailing analyst expectations. Leadership in natural foods, advanced digital capabilities, and seasoned regulatory compliance positions Hain Celestial for sustained growth and strengthened market leadership.
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US$5
FV
69.4% undervalued
intrinsic discount
-1.93%
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
UroGen Pharma
AN
AnalystHighTarget
Consensus Narrative from 8 Analysts
Aging Demographics And Advanced Therapies Will Reshape Urology Practice
Key Takeaways Surge in physician demand and favorable reimbursement may lead to accelerated adoption and new revenue streams, boosting retention and future margins. Strong clinical pipeline and commercial momentum position UroGen as an attractive acquisition target, increasing potential for rapid value appreciation.
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US$54.96
FV
65.7% undervalued
intrinsic discount
110.46%
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
KNOT Offshore Partners
AN
AnalystHighTarget
Consensus Narrative from 3 Analysts
Emerging Brazil And North Sea Demand Will Fuel Offshore Shipping
Key Takeaways Tight market conditions and rising contract renewals could significantly boost revenue and cash flow beyond what analysts expect. Favorable fleet expansion, disciplined refinancing, and premium pricing position KNOT for rapid earnings growth and superior capital returns.
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US$15
FV
39.8% undervalued
intrinsic discount
-0.78%
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
9 days ago
author updated this narrative