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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
23
users have followed this narrative
17 days ago
author updated this narrative
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Silver Mountain Resources
OX
Oxydoxy
Community Contributor
Silver Mountain Resources will rise as permits and operations align by 2025
Peru mining co. permit processing and ops delayed for years.
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CA$0
FV
n/a
intrinsic discount
0%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
6
users have followed this narrative
Updated
narrative
Cassiar Gold
AG
Agricola
Community Contributor
A case for Cassiar Gold Corp (TSXV: GLDC) to reach CAD$8-10 before 2030 (X30-37)
Overview of Cassiar Gold Corp (TSXV: GLDC) Cassiar Gold Corp is a Canadian junior exploration company focused on its 100% owned, district-scale Cassiar Gold Property in northern British Columbia. The property spans 590 km² and includes two main areas: Cassiar North (home to the Taurus bulk-tonnage deposit and Newcoast prospect) and Cassiar South (historical high-grade vein systems with ~25 km of underground workings).
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CA$10
FV
97.5% undervalued
intrinsic discount
0%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
4
users have followed this narrative
New
narrative
Tesla
BL
BlackGoat
Community Contributor
Tesla’s Nvidia Moment – The AI & Robotics Inflection Point
Overview Founded in 2003, Tesla Inc. (NASDAQ: TSLA) began as an ambitious EV startup led by engineers Martin Eberhard and Marc Tarpenning.
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US$425.37
FV
2.0% undervalued
intrinsic discount
14.00%
Revenue growth p.a.
Set Fair Value
8
users have liked this narrative
25
users have commented on this narrative
104
users have followed this narrative
Updated
narrative
Embellence Group
LI
Lillemalt
Community Contributor
Embellence Group's Revenue to Rise by 4.5% with a Future PE of 12.5x
STOCKHOLM (Nyhetsbyrån Direkt) Aktiespararna utfärdar en köprekommendation för inredningsföretaget Embellence med en riktkurs på 40 kronor. Det framgår av en analys.
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SEK 41.14
FV
7.9% undervalued
intrinsic discount
6.00%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
11
users have followed this narrative
Updated
narrative
Defence Holdings
OX
Oxydoxy
Community Contributor
This stock has it all: AI Cyber defence drones & ops
If you are looking to trade the newly formed Defence Holdings PLC in the USA, and join the U.K. defence rush to AI and cyber defence you need to read below. You may be wondering what an OTC pink stock is doing in my portfolio?
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US$0.35
FV
92.9% undervalued
intrinsic discount
97.00%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
0
users have commented on this narrative
2
users have followed this narrative
Updated
narrative
Nick Scali
RO
Robbo
Community Contributor
Is a shift in gear for Nick Scali needed?
Over the past year, Nick Scali’s share price has risen by more than 50%, even as earnings per share fell by around 30%. This decline in earnings growth has been a consistent trend over the past five years.
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AU$23.3
FV
3.6% overvalued
intrinsic discount
7.67%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
0
users have commented on this narrative
3
users have followed this narrative
New
narrative
Qt Group Oyj
MA
Mandelman
Community Contributor
Qt Group Oyj’s somewhat overvalued, but with a potential for extra dividends
Catalysts Structural market tailwinds – The demand for embedded‑device software and graphical user interfaces continues to grow. Qt’s tools help companies meet the exponential growth of the embedded‑device market and the rapidly increasing speed of software‑development life cycles.
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€37.69
FV
25.9% overvalued
intrinsic discount
9.00%
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
New
narrative
GLIB
GCI Liberty
DA
DanielGC
Community Contributor
GCI Liberty Predicts Major Gains with a Bold Malone Strategy
Investment Thesis: GCI Liberty (GLIBA/K) - A Classic "Malone Play" with Short-Term Catalysts GCI Liberty (GLIBA/K) is not a typical growth REIT or telecom company. It is an "asset play" structured by one of history's most successful capital strategists, John Malone.
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US$65
FV
44.5% undervalued
intrinsic discount
19.58%
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
New
narrative
QuantumScape
DA
davidlsander
Community Contributor
An amazing opportunity to potentially get a 100 bagger
QuantumScape: From Ambitious Science to the Cusp of a Battery Revolution Links to my detailed research videos https://www.youtube.com/playlist?list=PLTxyzjHIS6phTvuEN20Iv5uA1g9qLcmc5 QuantumScape (QS) , a company that for years was often dismissed as a mere "science project" by skeptics, has definitively transformed into a formidable business on the verge of real-world impact1.... Having chosen the "Hard Path" to tackle fundamental battery challenges, QuantumScape's journey, spanning over a decade and fueled by approximately $1.5 billion in funding (with roughly $300 million strategically deployed to date), is now poised for commercial success3....
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US$25
FV
51.5% undervalued
intrinsic discount
0%
Revenue growth p.a.
Set Fair Value
21
users have liked this narrative
8
users have commented on this narrative
73
users have followed this narrative
Updated
narrative