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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
30.1% 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
31
users have followed this narrative
30 days 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
25.6% 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
63.2% 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
16 days ago
author updated this narrative
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Chubb
IS
iStock
Community Contributor
Chubb Analysis
Company outlook Overview Chubb Limited is a global provider of insurance and reinsurance products, recognized for its extensive range of offerings and its strong financial performance. The company operates through several business segments, each catering to various aspects of the insurance market.
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US$247.08
FV
10.2% overvalued
intrinsic discount
2.55%
Revenue growth p.a.
Set Fair Value
3
users have liked this narrative
0
users have commented on this narrative
11
users have followed this narrative
8 months ago
author updated this narrative
Alphabet
RY
rynetmaxwell
Community Contributor
Google Search Continues to Dominate + Google Cloud Grows
Meaning During the tech bubble of the late 90’s, Larry Page and Sergey Brin founded Google which later went public in 2004. Larry and Sergey’s founding motto, “Google is not a conventional company.
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US$183.95
FV
35.7% overvalued
intrinsic discount
10.00%
Revenue growth p.a.
Set Fair Value
6
users have liked this narrative
2
users have commented on this narrative
15
users have followed this narrative
11 months ago
author updated this narrative
Emirates Reem Investments Company P.J.S.C
AB
AbidIlahi
Community Contributor
Bullish sentiment - Exceptional industry growth and firm overperformed its peers
https://www.linkedin.com/in/abidilahi03/ The recent rise in stock value seems to exclusively be investor sentiment and outlook. Excluding the attractive 0% Debt-to-Equity ratio of ERC and earnings report it is to note that ERC has outperformed its industry.
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د.إ2.15
FV
40.5% overvalued
intrinsic discount
2.00%
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
11 months ago
author updated this narrative
TaskUs
NA
NateF
Community Contributor
TASK Market Outlook
Digital outsourcing company that provides next-generation customer experience and back-office support for innovative and disruptive technology Sector: Technology Industry: Business Process Outsourcing (BPO) Market Capitalization: $1.5b (Small-cap) Major Competitors: Its competitors range from large, diversified BPO providers to smaller, niche players specializing in customer experience (CX), back-office support, and digital transformation. Below are TaskUs’s major and direct competitors: Teleperformance: A global leader in outsourced CX management and back-office services.
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US$18.93
FV
7.1% undervalued
intrinsic discount
9.80%
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
8 months ago
author updated this narrative
Harmonic
NA
NateF
Community Contributor
HLIT Market Outlook
Harmonic Inc. (NASDAQ: HLIT) is a company in the communications equipment industry, with a market capitalization of approximately $1.5 billion as of December 31, 2024.
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US$12.1
FV
17.1% undervalued
intrinsic discount
5.03%
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
8 months ago
author updated this narrative
Afya
NA
NateF
Community Contributor
AFYA Market Outlook
Afya Limited (NASDAQ: AFYA) is a Brazilian company specializing in medical education and digital health services. Sector: Education Industry: Medical Education Market Capitalization: $1.4b (small cap) Major Competitors: Afya Limited (NASDAQ: AFYA) is a prominent player in Brazil's medical education sector.
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US$14.86
FV
7.3% overvalued
intrinsic discount
9.72%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
9
users have followed this narrative
8 months ago
author updated this narrative
Rheinmetall
DE
DenisH
Community Contributor
Defense growth potential.
WHY? Rheinmetall’s stock could justify a valuation of $430 due to its strategic positioning in the defense and automotive industries, particularly as global defense spending rises amidst growing geopolitical tensions.
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€420
FV
357.0% overvalued
intrinsic discount
1.38%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
0
users have commented on this narrative
12
users have followed this narrative
11 months ago
author updated this narrative
ASML Holding
YI
yiannisz
Community Contributor
Why ASML Dominates the Chip Market
ASML Holding NV (ASML) isn’t a company; it’s the linchpin in the supply chain that global semiconductors need. Due to the uniqueness of supplying extreme ultraviolet, or EUV, lithography systems, the company enjoys a monopolistic position in its market.
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€864.91
FV
8.2% undervalued
intrinsic discount
9.65%
Revenue growth p.a.
Set Fair Value
11
users have liked this narrative
5
users have commented on this narrative
53
users have followed this narrative
8 months ago
author updated this narrative
Tesla
NA
NahuaCapital
Community Contributor
Tesla to increase 33% revenue growth over five years
Tesla’s resurgence in growth suggests that the company will experience a remarkable year, particularly under the leadership of President Trump. With the decision to eliminate the EV tax credit, while initially detrimental to Tesla, will ultimately benefit the company by reducing its competition.
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US$1k
FV
57.4% undervalued
intrinsic discount
34.55%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
0
users have commented on this narrative
13
users have followed this narrative
8 months ago
author updated this narrative