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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
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
22.6% 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
23
users have followed this narrative
17 days ago
author updated this narrative
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1-800-FLOWERS.COM
AN
AnalystHighTarget
Consensus Narrative from 1 Analyst
E-commerce And Demographic Trends Will Unlock Personalized Gifting Opportunities
Key Takeaways Centralizing operations and embracing data-driven personalization could drive significant margin recovery, operating leverage, and faster revenue growth beyond current expectations. Expansion into physical retail, new product categories, and loyalty-driven recurring revenue may dramatically broaden the market and enhance long-term profitability.
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US$12
FV
52.9% undervalued
intrinsic discount
-0.045%
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
12 days ago
author updated this narrative
Stadler Rail
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Future Urbanization And Green Mobility Trends Will Expand Global Reach
Key Takeaways Strong growth in order backlog and leadership in green technologies position Stadler Rail for sustained revenue growth and increased market share amid global decarbonization trends. Strategic market expansion and efficiency initiatives are set to boost margins and recurring revenue, supporting long-term profitability and resilience.
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CHF 21.85
FV
5.4% undervalued
intrinsic discount
15.84%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
12
users have followed this narrative
12 days ago
author updated this narrative
Hazer Group
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Clean Hydrogen And Synthetic Graphite Licensing Will Expand Global Reach
Key Takeaways Strategic partnerships and proprietary technology position Hazer for accelerated commercialization and margin expansion in the growing low-carbon hydrogen market. Multiple revenue streams, including synthetic graphite, and a robust global project pipeline enhance revenue growth and support a validated, scalable business model.
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AU$0.7
FV
38.6% undervalued
intrinsic discount
3.66%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
7
users have followed this narrative
12 days ago
author updated this narrative
Nickel Asia
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
EV Adoption And Renewable Energy Integration Will Energize Nickel Markets
Key Takeaways Expansion into renewable energy and downstream processing aims to diversify revenue and improve margins, while divestments free up capital for growth initiatives. Tight nickel supply and increasing global demand are expected to sustain high prices, supporting revenue growth and stable long-term cash flow.
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₱3.22
FV
6.3% overvalued
intrinsic discount
1.65%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
62
users have followed this narrative
12 days ago
author updated this narrative
Resimac Group
AN
AnalystLowTarget
Consensus Narrative from 3 Analysts
Australia's Affordability Crisis And Fintech Pressure Will Drag Margins Down
Key Takeaways Ongoing pressures from affordability, digital disruption, and fierce competition threaten to erode profitability and inhibit sustainable long-term growth. Reliance on concentrated funding sources and temporary earnings drivers increases earnings volatility and magnifies risk amid tighter regulatory conditions.
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AU$1
FV
8.0% overvalued
intrinsic discount
93.73%
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
12 days ago
author updated this narrative
VAL
Valterra Platinum
AN
AnalystLowTarget
Consensus Narrative from 11 Analysts
Falling Platinum Demand Will Exacerbate Margin Strains Despite Price Rebounds
Key Takeaways Accelerating electric vehicle adoption and stricter environmental policies are diminishing core demand for platinum, reducing revenue and pressuring margins. Lack of diversification and reliance on aging assets heighten financial vulnerability, while increased ESG attention threatens funding and long-term profitability.
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R552
FV
84.9% overvalued
intrinsic discount
1.72%
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
12 days ago
author updated this narrative
GeneDx Holdings
AN
AnalystLowTarget
Consensus Narrative from 8 Analysts
Government Cost-Containment And Tightening Privacy Laws Will Squeeze Margins
Key Takeaways Rising regulatory and reimbursement pressures threaten to squeeze margins and limit GeneDx's ability to capitalize on its genomic database. Intensifying industry competition and slow clinical adoption risk eroding market share and dampening growth prospects.
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US$95
FV
37.6% overvalued
intrinsic discount
19.57%
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
12 days ago
author updated this narrative
Cyclopharm
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
US Healthcare Trends Will Accelerate Advanced Technegas Integration
Key Takeaways U.S. market traction, rising respiratory disease demand, and updated guidelines position the company for strong recurring revenue and margin expansion via Technegas adoption. Operational leverage from earlier investments and expanding Technegas indications drive volume growth, improved earnings, and higher annuity-like income streams.
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AU$1.49
FV
41.0% undervalued
intrinsic discount
38.17%
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
12 days ago
author updated this narrative
Quest Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Digital Transformation And IT Services Will Unlock Value
Key Takeaways Strategic acquisitions, digital transformation projects, and digital infrastructure investments are set to drive sustained growth and improved profitability. Divestment of non-core assets and normalization of temporary headwinds are expected to stabilize earnings and enhance future financial performance.
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€7.53
FV
3.3% undervalued
intrinsic discount
6.59%
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
12 days ago
author updated this narrative