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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
29.0% 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
34
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
22.6% 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
49
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
22
users have followed this narrative
17 days ago
author updated this narrative
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Sysco
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
New International Facilities And Workforce Improvements Will Open Markets
Key Takeaways Sysco's strategic expansion and pricing initiatives aim to enhance revenue, improve margins, and strengthen market position in key regions. Cost management and capital allocation strategies are expected to boost earnings and cash flow despite economic uncertainties.
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US$85.6
FV
4.3% undervalued
intrinsic discount
4.16%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
42
users have followed this narrative
9 days ago
author updated this narrative
Nanya Technology
AN
AnalystHighTarget
Consensus Narrative from 11 Analysts
AI Growth And Digital Trends Will Drive Memory Demand
Key Takeaways Flexible production and strong pricing power are enabling faster margin expansion and recovery than peers, supported by robust demand and long-term contracts. Advanced technology progress and broad market reach position Nanya for sustained growth and resilience across high-growth and diversified segments.
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NT$75
FV
5.6% overvalued
intrinsic discount
39.60%
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
8 days ago
author updated this narrative
Nasdaq
AN
AnalystConsensusTarget
Consensus Narrative from 18 Analysts
Product Investments And AWS Partnership Will Modernize Global Markets
Key Takeaways Strategic investments in product innovation and market expansion are expected to drive revenue growth and strengthen Nasdaq's global position. Partnerships with AWS and expansion of Verafin solutions are set to enhance operational efficiency and customer engagement for financial growth.
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US$100.67
FV
11.7% undervalued
intrinsic discount
-9.24%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
28
users have followed this narrative
9 days ago
author updated this narrative
Thai Beverage
AN
AnalystHighTarget
Consensus Narrative from 16 Analysts
Growing Southeast Asia Middle Class Will Fuel Premium Demand
Key Takeaways Historic margin expansion is likely, driven by improved costs, efficiency, premiumization, and innovation in both beer and non-alcoholic segments. Rapid ASEAN growth, regulatory easing, and digital transformation should boost revenue diversification, market share, and long-term earnings resilience.
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S$0.75
FV
38.1% undervalued
intrinsic discount
10.68%
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
8 days ago
author updated this narrative
CCEC
Capital Clean Energy Carriers
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
ESG Compliant LNG Carriers Will Redefine Clean Shipping
Key Takeaways Long-term policy support and a diversified charter portfolio enhance revenue stability, reduce risk, and support steady dividend payments and cash flows. Investment in next-generation, ESG-compliant carriers and market leadership in specialized vessels position the company for premium rates and expanded investor access.
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US$25.8
FV
18.2% undervalued
intrinsic discount
17.20%
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
9 days ago
author updated this narrative
Lantheus Holdings
AN
AnalystHighTarget
Consensus Narrative from 14 Analysts
Pylarify And Theranostics Expansion Will Capture Global Aging Demand
Key Takeaways Product innovation and expanded diagnostics are set to drive outsized growth, with new formulations and disease area leadership deepening market penetration and competitive positioning. Strategic acquisitions, global expansion, and advanced technology integration position Lantheus to deliver durable, above-market earnings with resilient competitive advantages.
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US$128.15
FV
59.8% undervalued
intrinsic discount
8.42%
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
8 days ago
author updated this narrative
Chipotle Mexican Grill
AN
AnalystConsensusTarget
Consensus Narrative from 33 Analysts
Restaurant Expansion In Mexico And Europe Will Boost Performance
Key Takeaways International expansion plans into Mexico, Latin America, and Europe are expected to drive future revenue growth. Investments in technology and new menu offerings aim to improve efficiency, margins, and transaction growth.
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US$57.75
FV
31.1% undervalued
intrinsic discount
12.35%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
2
users have commented on this narrative
108
users have followed this narrative
9 days ago
author updated this narrative
DATAGROUP
AN
AnalystHighTarget
Consensus Narrative from 4 Analysts
European Digital Transformation And Labor Shortages Will Expand IT Outsourcing
Key Takeaways Accelerating automation and broad client adoption are likely to drive stronger operational leverage and margin expansion than currently expected by analysts. Robust CORBOX platform, recurring contracts, and proactive cost management position the company for sustained revenue growth and resilience amid rising digitalization and regulatory pressures.
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€86
FV
28.6% undervalued
intrinsic discount
5.63%
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
8 days ago
author updated this narrative
Indian Railway Catering & Tourism
AN
AnalystHighTarget
Consensus Narrative from 8 Analysts
Rapid Urbanization And Digitalization Will Transform Rail Travel
Key Takeaways Rapid e-Catering and luxury tourism growth, along with platform integration and modernization, will substantially boost margins and long-term earnings. Digital dominance, unified platform moves, and government-backed rail expansion will secure high-margin revenue growth and greater pricing power.
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₹1.19k
FV
38.1% undervalued
intrinsic discount
5.97%
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
8 days ago
author updated this narrative