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Global Weekly Picks
Hoth Therapeutics
Sponsored
content by Hoth Therapeutics
JO
Jolt_Communications
Community Contributor
100% Patient Improvement in trial puts this $16M Biotech on the radar
Key Takeaways Hoth is a clinical-stage biotech with a diversified pipeline across oncology, neurology, and inflammation. Lead drug HT-001 targets cancer treatment related rashes, a multi-hundred-million-dollar niche where no approved therapies exist.
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US$5.30
FV
75.8% undervalued
intrinsic discount
0%
Revenue growth p.a.
Set Fair Value
3
users have liked this narrative
0
users have commented on this narrative
15
users have followed this narrative
New
narrative
PayPal Holdings
ZW
Zwfis
Community Contributor
PayPal's Future Growth Through Venmo and Merchant Solutions
PayPal at it's surface might not seem like fanciest option available; but as you take a deeper dive into the company it has a lot more to offer than just the app we use for transactions and sending money to others. Most of their revenue comes from transactions while they also source some revenue from other added value services like: Payment Gateway Subscriptions Interest and fees from consumer loans and merchant loans Other credit products referrals partnerships One other source that recently has begun to catch traction for them is Venmo; which is quite similar to the normal services of PayPal but has been very popular with younger populations.
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US$105.25
FV
34.2% undervalued
intrinsic discount
7.22%
Revenue growth p.a.
Set Fair Value
6
users have liked this narrative
1
users have commented on this narrative
16
users have followed this narrative
New
narrative
IREN
BL
BlackGoat
Community Contributor
IREN's Bold Moves in Sustainable Bitcoin Mining & AI Data Centers
"Investing in a bitcoin miner?! How dare you!" endthefud.org Summary IREN owns and operates 4 Bitcoin mining sites in North America, powered by 100% renewable energy, leveraging 'stranded energy' from hydro and solar power plants.
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US$26.54
FV
9.7% overvalued
intrinsic discount
30.00%
Revenue growth p.a.
Set Fair Value
22
users have liked this narrative
4
users have commented on this narrative
72
users have followed this narrative
27 days ago
author updated this narrative
Cadeler
MA
Mandelman
Community Contributor
Cadeler set to grow with market.
Catalysts Structural market tailwinds: Offshore wind installations are projected to grow from approximately 8 GW in 2024 to 34 GW by 2030 (28% CAGR), supported by strong policy initiatives in the EU, U.S., and China targeting over 400 GW of capacity. Source.
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NOK 95.36
FV
46.4% undervalued
intrinsic discount
30.00%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
1
users have commented on this narrative
5
users have followed this narrative
Updated
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Lundin Gold
AN
AnalystConsensusTarget
Consensus Narrative from 12 Analysts
Record Gold And Ecuador Mining Will Yield Mixed Outcomes
Key Takeaways Investor optimism may be overlooking risks from volatile gold prices, expansion assumptions, and reliance on a single asset, exposing future revenue and earnings to downside. High ESG ratings and strong cash flow could mask rising regulatory costs and operational pressures that threaten long-term margins and shareholder returns.
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CA$68.67
FV
29.0% overvalued
intrinsic discount
-2.76%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
26
users have followed this narrative
Updated
narrative
Butterfly Network
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
AI And Portable Imaging Will Advance Global Healthcare Diagnostics
Key Takeaways Expanding enterprise deals, clinical AI apps, and HomeCare pilots position Butterfly for growth in recurring digital revenue aligned with decentralized, accessible healthcare trends. Product and software innovations, cost reductions, and successful commercialization efforts support higher adoption, improved gross margins, and pave the way to scalable profitability.
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US$3.17
FV
51.4% undervalued
intrinsic discount
15.92%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
26
users have followed this narrative
6 days ago
author updated this narrative
Praemium
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Digital Wealth Platforms Will Capture Future Opportunities
Key Takeaways Enhanced platform functionality and automation are boosting client retention, operating efficiency, and recurring revenue growth through increased adoption of digital and AI-driven solutions. Regulatory and industry trends are expanding Praemium's market, with strong client wins, successful integrations, and cost synergies supporting sustainable profit and cash flow gains.
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AU$1.01
FV
21.8% undervalued
intrinsic discount
9.34%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
17
users have followed this narrative
6 days ago
author updated this narrative
Aditya Birla Sun Life AMC
AN
AnalystConsensusTarget
Consensus Narrative from 12 Analysts
India Economic Upturn And Digital Initiatives Will Boost Investment Appeal
Key Takeaways Accelerating mutual fund adoption, broader retail participation, and digital initiatives are steadily expanding the investor base and driving recurring, high-quality asset growth. Diversification into higher-margin products, operational efficiency, and strong distribution partnerships are boosting revenue streams and supporting sustainable improvements in profitability.
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₹914.25
FV
9.6% undervalued
intrinsic discount
9.49%
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
6 days ago
author updated this narrative
Seven West Media
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
Premium AFL And Cricket Rights Will Drive Digital Momentum
Key Takeaways Expanding digital audiences and premium sports rights drive digital ad growth, audience engagement, and improved earnings through a stronger revenue mix. Integration of regional TV assets and investments in data platforms enhance market reach, operational leverage, targeted ads, and support margin and cash flow improvement.
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AU$0.18
FV
16.1% undervalued
intrinsic discount
0.42%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
1
users have commented on this narrative
0
users have followed this narrative
6 days ago
author updated this narrative
BitFuFu
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Bitcoin Mining And Cloud Services Will Expand While Facing Risks
Key Takeaways Expansion into self-mining, energy control, and operational efficiency is expected to strengthen profit margins and earnings stability versus less integrated competitors. Increasing institutional adoption and cloud mining demand broadens revenue streams, enhances recurring income, and positions the company for long-term growth.
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US$7.32
FV
47.0% undervalued
intrinsic discount
31.54%
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
6 days ago
author updated this narrative
Lesaka Technologies
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Rapid Digitalization In Southern Africa Will Expand Mobile Payments
Key Takeaways Expanding digital payments, strategic acquisitions, and platform upgrades are driving higher transaction volumes, operating leverage, and margin improvements. Growing high-margin services and a diversified revenue base position the company to outpace market growth and benefit from digital transformation in Southern Africa.
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US$8.00
FV
42.4% undervalued
intrinsic discount
8.63%
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
6 days ago
author updated this narrative
Ascom Holding
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Integrated Cloud And Digital Health Solutions Will Create Enduring Opportunity
Key Takeaways Transition to integrated, cloud-based platforms is driving increased customer retention and a greater share of high-margin, recurring software revenue. Healthcare digitalization and demographic trends are fueling sustained demand, while operational improvements are supporting further margin and earnings growth.
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CHF 5.28
FV
19.3% undervalued
intrinsic discount
3.05%
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
6 days ago
author updated this narrative
Suryoday Small Finance Bank
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Digital Banking And Inclusive Finance Will Expand Market Reach
Key Takeaways Expansion in digital channels and partnerships lowers acquisition costs, boosts efficiency, and increases stable retail deposits, supporting scalable growth. Shift to individual and secured retail loans, with improved risk management and credit guarantees, enhances asset quality and drives more stable earnings.
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₹178.00
FV
30.1% undervalued
intrinsic discount
33.44%
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
6 days ago
author updated this narrative
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