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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
26.1% 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
52
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
21.3% undervalued
intrinsic discount
21.73%
Revenue growth p.a.
Set Fair Value
27
users have liked this narrative
3
users have commented on this narrative
58
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
61.2% 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
26
users have followed this narrative
21 days ago
author updated this narrative
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Plenti Group
AN
AnalystConsensusTarget
Based on Analyst Price Targets
Digital Adoption And Clean Energy Finance Will Expand Markets
Key Takeaways Expansion into new markets, strategic partnerships, and ESG-focused initiatives are set to boost customer growth, revenue potential, and market position. Investment in proprietary technology and new funding sources lowers risk, improves margins, and enhances profitability and scalability.
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AU$1.49
FV
2.4% undervalued
intrinsic discount
60.93%
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
18 days ago
author updated this narrative
Supreme Petrochem
AN
AnalystLowTarget
Community Contributor
Traditional Materials Will Constrain Future Prospects Despite Demand Shifts
Key Takeaways Dependence on traditional plastics and lack of diversification heighten risks from shifting regulations, consumer preferences, and emerging substitutes, threatening long-term profitability. Intensifying global competition, rising compliance costs, and uncertain project returns may compress margins and impede growth, risking capital inefficiency.
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₹684
FV
24.2% overvalued
intrinsic discount
24.21%
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
19 days ago
author updated this narrative
Cranswick
AN
AnalystConsensusTarget
Based on Analyst Price Targets
Automation And Premium Expansion Will Build A Resilient Industry Future
Key Takeaways Investments in automation, supply chain integration, and sustainability are expected to boost operational efficiency, margin strength, and premium market positioning. Expansion of premium products, export capabilities, and strong retailer partnerships aims to drive stable, higher-margin growth and revenue diversification.
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UK£58.16
FV
13.3% undervalued
intrinsic discount
6.27%
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
19 days ago
author updated this narrative
LVMH Moët Hennessy - Louis Vuitton Société Européenne
AN
AnalystConsensusTarget
Based on Analyst Price Targets
Experiential Retail In Asia-Pacific Will Unlock Future Potential
Key Takeaways Expansion in Asia-Pacific and digital retail, alongside operational efficiencies, positions LVMH for revenue growth and improved margins as economic conditions recover. Investments in innovation, sustainability, and brand diversification strengthen long-term resilience, meeting evolving luxury consumer preferences and reinforcing brand loyalty.
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€552.9
FV
8.3% undervalued
intrinsic discount
3.64%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
0
users have commented on this narrative
235
users have followed this narrative
19 days ago
author updated this narrative
Microvast Holdings
AN
AnalystConsensusTarget
Based on Analyst Price Targets
Advanced Battery Technologies Will Drive Global Electrification Demand
Key Takeaways Advanced battery technology investments and global capacity expansion are set to drive higher-margin growth, product diversification, and operational leverage. Multi-region strategies, cost discipline, and strategic partnerships strengthen revenue stability, customer diversification, and recurring earnings potential.
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US$5.5
FV
30.0% undervalued
intrinsic discount
19.80%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
0
users have commented on this narrative
69
users have followed this narrative
18 days ago
author updated this narrative
Panoro Energy
AN
AnalystConsensusTarget
Based on Analyst Price Targets
Drilling Campaigns And West African Demand Will Boost Future Potential
Key Takeaways Growth initiatives across key assets and new exploration blocks support higher production, resource upgrades, and extended asset life, driving future earnings and valuation. Strategic exposure to West African energy demand and disciplined capital management position the company for improved margins, cash flow, and returns.
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NOK 38.07
FV
39.6% undervalued
intrinsic discount
11.32%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
0
users have commented on this narrative
17
users have followed this narrative
19 days ago
author updated this narrative
Tomra Systems
AN
AnalystConsensusTarget
Based on Analyst Price Targets
Deposit Systems And EU Mandates Will Expand Circular Economy Markets
Key Takeaways Expansion into new markets and tighter EU regulations are driving strong demand and recurring revenue growth in reverse vending, recycling, and sorting solutions. Strategic innovation and cost control position Tomra for earnings growth and margin improvement despite recent macroeconomic challenges and delayed customer investment.
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NOK 174.98
FV
13.1% undervalued
intrinsic discount
14.87%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
13
users have followed this narrative
19 days ago
author updated this narrative
Plover Bay Technologies
AN
AnalystConsensusTarget
Based on Analyst Price Targets
EMEA And APAC Expansion And 5G Adoption Will Broaden Future Connectivity
Key Takeaways Regional product tailoring, partnerships, and innovation drive geographic diversification and position the company to capture growth in high-demand connectivity sectors. Expanding subscription and software offerings boost recurring revenues, improving margins, stabilizing earnings, and enhancing profitability through operating leverage.
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HK$7.41
FV
6.7% undervalued
intrinsic discount
19.39%
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
19 days ago
author updated this narrative
OptimizeRx
AN
AnalystConsensusTarget
Based on Analyst Price Targets
Pharmaceutical Digital Engagement Will Unlock Future Value
Key Takeaways Accelerating digital adoption in pharma is expanding OptimizeRx's market opportunity, fueling revenue growth and strengthening client relationships through integrated, data-driven engagement solutions. Broader client base and scalable SaaS contracts increase earnings stability, margin expansion, and long-term business sustainability as digital engagement becomes the industry norm.
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US$19
FV
0.5% overvalued
intrinsic discount
8.02%
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
18 days ago
author updated this narrative