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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
0
users have liked this narrative
0
users have commented on this narrative
6
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
5
users have liked this narrative
1
users have commented on this narrative
10
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
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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WNS (Holdings)
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Transformational Deals And AI Focus Will Foster Progress
Key Takeaways WNS's strategic acquisitions and AI focus are set to enhance service offerings, driving revenue growth and margin stability. Balanced capital allocation using tuck-in acquisitions and share repurchases aims to boost EPS through reduced share count and high-value investments.
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US$76.20
FV
1.1% undervalued
intrinsic discount
7.79%
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
6 days ago
author updated this narrative
Mitsubishi Motors
AN
AnalystHighTarget
Consensus Narrative from 12 Analysts
Electrification And Digital Connectivity Will Transform Global Auto Mobility
Key Takeaways Strong cost controls, positive pricing, and strategic alliances are set to drive margin expansion and faster innovation despite rising competition and operating pressures. Focused electrification, localization, and digital services position Mitsubishi for sales recovery and stable earnings in emerging markets amid shifting global demand and risks.
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JP¥538.28
FV
24.5% undervalued
intrinsic discount
5.59%
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
FBRT
Franklin BSP Realty Trust
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
NewPoint Integration Will Open Multifamily Lending Opportunities
Key Takeaways Expansion into multifamily lending and strong capital recycling enhance revenue stability, credit quality, and position the company for long-term earnings growth. Conservative leverage, high liquidity, and technological synergies support best-in-class returns, enabling ongoing portfolio expansion and resilience to changing market conditions.
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US$14.70
FV
22.7% undervalued
intrinsic discount
38.07%
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
6 days ago
author updated this narrative
Fresenius Medical Care
AN
AnalystHighTarget
Consensus Narrative from 17 Analysts
Aging, Diabetes, And Digital Health Will Fortify Home Dialysis Care
Key Takeaways Accelerated operational improvements and rapid adoption of new technologies are driving faster-than-expected margin expansion and revenue growth across key segments. Favorable demographic trends, expansion in value-based care, and digital health innovation position the company for sustained, compounding market and earnings growth.
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€64.88
FV
35.7% undervalued
intrinsic discount
4.93%
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
Allegion
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
Digital Building Management And IoT Will Drive Security Evolution
Key Takeaways Expansion in digital security and strategic acquisitions is boosting recurring revenue and enhancing the company's margin profile through innovative product offerings. Strong demand in institutional and nonresidential markets, combined with operational discipline, is driving stable growth and reducing earnings volatility.
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US$171.27
FV
1.9% undervalued
intrinsic discount
7.13%
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
Semrush Holdings
AN
AnalystLowTarget
Consensus Narrative from 6 Analysts
Rising Algorithm Risks Will Dampen Revenue While Recovery Emerges
Key Takeaways Shifting focus to enterprise and AI products boosts short-term growth, but rising generative AI and web fragmentation threaten long-term relevance and market size. Dependence on Google's ecosystem and regulatory risks around data privacy could undermine Semrush's pricing power, retention, and ability to sustain earnings growth.
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US$9.00
FV
14.7% undervalued
intrinsic discount
15.44%
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
6 days ago
author updated this narrative
EPR Properties
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
Experiential Segments Will Shape Urban And Suburban Revival
Key Takeaways Strategic focus on experiential assets and diversified segments drives strong demand, improved performance, and reduced dependence on legacy cinema operations. Conservative balance sheet and proactive asset recycling enable future growth, stability, and ability to capitalize on redevelopment opportunities.
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US$57.15
FV
7.0% undervalued
intrinsic discount
2.50%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
57
users have followed this narrative
6 days ago
author updated this narrative
Smoore International Holdings
AN
AnalystLowTarget
Consensus Narrative from 8 Analysts
Stricter US And European Vaping Rules Will Shrink Margins
Key Takeaways Intensifying regulatory pressures and societal opposition threaten Smoore's market size, profitability, and brand reputation in core vaping segments. Heavy client concentration and rising competition raise risks of revenue loss, margin erosion, and diminished impact of R&D investment.
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HK$8.73
FV
118.2% overvalued
intrinsic discount
7.38%
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
Shake Shack
AN
AnalystHighTarget
Consensus Narrative from 21 Analysts
Urbanization And Digital Trends Will Fuel Premium Fast Casual Success
Key Takeaways Rapid innovation in operations, marketing, and new format adoption is driving outsized margin gains and expanding Shake Shack's addressable market well beyond expectations. Accelerated unit expansion, strong licensing partnerships, and improved organizational discipline are setting up long-term revenue growth and margin stability.
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US$162.00
FV
34.8% undervalued
intrinsic discount
16.26%
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
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