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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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Link and Motivation
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Corporate Digitization And Global Expansion Will Unlock New Consulting Markets
Key Takeaways Strong demand for high-margin consulting and cloud services, strategic partnerships, and international expansion are driving robust revenue growth and improved earnings stability. Enhanced shareholder returns and growing adoption among large and small businesses position the company well against domestic demographic challenges.
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JP¥770
FV
30.4% undervalued
intrinsic discount
11.24%
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
14 days ago
author updated this narrative
Noodles
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Digital Ordering And Menu Updates Will Spur Traffic Recovery Despite Margin Risks
Key Takeaways Menu innovation and digital engagement are driving customer loyalty, increased average check sizes, and stronger same-store sales and revenues. Portfolio optimization and operational improvements are enhancing margins, trimming losses, and positioning remaining restaurants for profitability and long-term growth.
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US$2
FV
66.9% undervalued
intrinsic discount
-3.32%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
5
users have followed this narrative
14 days ago
author updated this narrative
Record
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Dynamic Hedging And Private Markets Will Shape Global Trends
Key Takeaways Expanding risk management and tailored private market solutions are strengthening recurring revenue and deepening institutional client relationships, supporting diversified and stable growth. Strategic focus on data-driven technology, cost efficiency, and differentiated offerings is enhancing operational leverage, margins, and long-term profitability.
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UK£1.4
FV
56.9% undervalued
intrinsic discount
6.23%
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
14 days ago
author updated this narrative
Foraco International
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Expanding Drilling Contracts In Latin America Will Secure Bright Prospects
Key Takeaways Growing demand for metals and successful contract wins are strengthening Foraco's revenue visibility, especially in core markets like the U.S. and Latin America. Investments in proprietary technology and geographic diversification are enhancing operational efficiency, stabilizing margins, and supporting predictable, long-term earnings growth.
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CA$3.5
FV
40.9% undervalued
intrinsic discount
11.11%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
22
users have followed this narrative
14 days ago
author updated this narrative
Pricol
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Mandatory ABS Regulation And Digitalization Will Expand Global Two-Wheeler Markets
Key Takeaways Expansion into regulatory-driven and higher-margin electronic product lines positions Pricol for robust revenue and margin growth across domestic and export markets. Strategic partnerships, operational efficiencies, and diversification efforts increase resilience and drive sustainable long-term earnings.
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₹575
FV
5.1% undervalued
intrinsic discount
19.68%
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
14 days ago
author updated this narrative
TELUS
AN
AnalystConsensusTarget
Consensus Narrative from 17 Analysts
Broadband Expansion And Digital Health Will Drive Future Value
Key Takeaways Expansion in broadband, 5G, and digital health drives higher recurring revenues, margin growth, and diversifies earnings beyond core telecom services. Steady network modernization, innovative technologies, and synergy realization underpin cash flow growth and improve operational efficiency.
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CA$23.38
FV
5.4% undervalued
intrinsic discount
3.56%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
3
users have commented on this narrative
128
users have followed this narrative
14 days ago
author updated this narrative
Dodla Dairy
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Urbanization And Diversification Will Expand Indian Dairy Demand
Key Takeaways Expansion into value-added products and new regions diversifies revenue streams and strengthens long-term growth prospects. Investments in automation, logistics, and efficiency measures are set to boost profitability and stabilize margins despite seasonal fluctuations.
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₹1.6k
FV
9.0% undervalued
intrinsic discount
16.53%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
4
users have followed this narrative
14 days ago
author updated this narrative
Mercury Systems
AN
AnalystLowTarget
Consensus Narrative from 7 Analysts
Government Deficits And Rising Input Costs Will Squeeze Margins
Key Takeaways Defense budget pressures and shifting market demand threaten revenue growth and squeeze gross margins, especially as elevated costs pass through the supply chain. Intensifying competition and rapid technological change require costly innovation, risking lower earnings visibility and diminished returns if product relevance fades.
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US$39.57
FV
86.5% overvalued
intrinsic discount
4.27%
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
15 days ago
author updated this narrative
YIT Oyj
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Residential And Infrastructure Initiatives Will Expand Future Markets
Key Takeaways Growth in residential projects and expansion in Central Eastern Europe position the company to capitalize on strong market demand and demographic trends. Focus on sustainability, operational efficiency, and divesting non-core assets is expected to enhance margins, recurring revenues, and long-term competitiveness.
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€3.3
FV
5.1% undervalued
intrinsic discount
8.83%
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
14 days ago
author updated this narrative