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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
59
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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Undervalued
Overvalued
Adobe
TE
TechStonks
Community Contributor
AI Dichotomy: Adobe's opportunity and gravest threat
TL;DR For me, Adobe is the quintessential falling knife. I’ll buy if it drops further — not because I believe in a renaissance, but because fortress-like margins and sticky workflows can keep this wounded giant on its feet.
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US$430.14
FV
15.4% undervalued
intrinsic discount
9.00%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
2
users have followed this narrative
New
narrative
Shopify
NA
nav
Community Contributor
Massive Social Commerce Tailwinds Promise Shopify's Future Growth
Catalysts “Social commerce” presents a massive tailwind with $6.23T market opportunity by 2030. Social commerce market is growing at 30.71% CAGR with 91% occurring on mobile devices: https://www.mordorintelligence.com/industry-reports/social-commerce-market 25% of Shopify traffic comes from mobile devices: https://www.chargeflow.io/blog/shopify-statistics AI Store Builder + Sidekick features are increasing user engagement and reducing onboarding friction.
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US$174.66
FV
10.0% undervalued
intrinsic discount
12.00%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
1
users have followed this narrative
New
narrative
Avino Silver & Gold Mines
RO
RockeTeller
Community Contributor
When silver reaches $100 per oz
Avino Silver & Gold – 2028 $100/oz Silver Scenario Step 1: Revenue Estimation Production: 7,000,000 oz AgEq Silver Price: $100/oz Revenue = 7,000,000 × 100 = $700M Step 2: Free Cash Flow (FCF) AISC: $30/oz Costs = 7,000,000 × 30 = $210M FCF = 700M – 210M = $490M Step 3: Valuation FCF Multiple: 10× Market Cap = 490M × 10 = $4.9B Step 4: Stock Price Estimate Shares Outstanding (FD): ~57M Stock Price = 4.9B ÷ 57M ≈ $86/share ✅ Conclusion : If silver hits $100/oz by 2028 and Avino reaches 7M oz AgEq production , the stock could theoretically re-rate to ~$86/share — a massive upside from today’s ~$1.79/share and ~$101M market cap.
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CA$89
FV
92.6% undervalued
intrinsic discount
137.49%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
1
users have commented on this narrative
3
users have followed this narrative
Updated
narrative
Freegold Ventures
RO
RockeTeller
Community Contributor
Legendary Eric Sprott Owned 28% with 25 Baggers!
Freegold Ventures Overview (Golden Summit Project – Alaska): Location: 20 miles from Fairbanks, accessible via paved road. Project: Golden Summit – 20 million oz gold at 0.9 gpt.
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CA$43
FV
96.3% undervalued
intrinsic discount
0%
Revenue growth p.a.
Set Fair Value
3
users have liked this narrative
4
users have commented on this narrative
8
users have followed this narrative
Updated
narrative