Dashboard
Portfolios
Watchlist
Community
Discover
Screener
Narratives
🌎 Global
Global
United States
Australia
United Kingdom
Canada
India
China
Argentina
Austria
Bahrain
Bangladesh
Belgium
Bermuda
Botswana
Brazil
Bulgaria
Chile
Colombia
Croatia
Cyprus
Czech Republic
Denmark
Egypt
Estonia
Finland
France
Germany
Ghana
Greece
Hong Kong
Hungary
Iceland
Indonesia
Ireland
Israel
Italy
Ivory Coast
Jamaica
Japan
Jordan
Kenya
Kuwait
Latvia
Lithuania
Luxembourg
Malawi
Malaysia
Malta
Mauritius
Mexico
Morocco
Namibia
Netherlands
New Zealand
Nigeria
Norway
Oman
Pakistan
Palestinian Authority
Peru
Philippines
Poland
Portugal
Qatar
Romania
Russia
Saudi Arabia
Serbia
Singapore
Slovakia
Slovenia
South Africa
South Korea
Spain
Sri Lanka
Sweden
Switzerland
Taiwan
Tanzania
Thailand
Trinidad & Tobago
Tunisia
Turkey
Uganda
Ukraine
United Arab Emirates
Venezuela
Vietnam
Zambia
Zimbabwe
Create a narrative
Global Community
Our community narratives are driven by numbers and valuation.
Create a narrative
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.
View narrative
US$154.56
FV
29.0% 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
34
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.
View narrative
US$8.2
FV
22.6% 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.
View narrative
€6
FV
60.1% 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
17 days ago
author updated this narrative
All companies
Popular
Undervalued
Overvalued
Visa
QU
QuanD
Community Contributor
Stable growth fintech safe bet
At the core of Visa's strength is its vast and resilient global payments network. This network connects millions of merchants with thousands of financial institutions and their cardholders, creating a powerful moat that deters competition.
View narrative
US$463.49
FV
27.0% undervalued
intrinsic discount
10.00%
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
Netflix
DO
DownUnder
Community Contributor
Netflix Potential Opportunity Due To Usage Of AI By Improving Profit Margin
About Netflix Q2 2025 results Netflix's second-quarter 2025 performance demonstrated a successful strategic shift towards mature, profitable growth. The company reported a 16% year-over-year revenue increase to $11.1 billion and a 46% surge in net income to $3.1 billion.
View narrative
US$1.83k
FV
33.8% undervalued
intrinsic discount
10.87%
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
Walt Disney
CA
Cashflow_Queen
Community Contributor
ESPN’s NFL Power Play: How Disney’s Sports Engine Could Drive the Next Leg of Stock Growth
Key Takeaways Disney is entering a new growth phase with streaming finally reaching profitability and the Experiences division expanding rapidly. ESPN is emerging as a pivotal growth engine, with its partnership potential—especially with the NFL—set to redefine sports streaming.
View narrative
US$131.5
FV
12.7% undervalued
intrinsic discount
4.00%
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
GigaCloud Technology
RO
RobMorgan3
Community Contributor
GigaCloud's Ambitious Path to $5-10B Revenue in Five Years Revealed
Catalysts Strong Growth Momentum GigaCloud’s marketplace GMV has grown rapidly, now surpassing US$10B annually, with revenue maintaining double-digit growth. 2024 revenue was about US$1.16B , up ~65% YoY.
View narrative
US$32.8
FV
11.2% undervalued
intrinsic discount
10.00%
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
Softlogic Life Insurance
KA
kalindu
Community Contributor
Embrace the Growth of Softlogic Life with a Strong Buy at LKR 76.10 ⭐⭐⭐⭐⭐
Softlogic Life Insurance PLC (AAIC) – Strong Buy Recommendation Softlogic Life (AAIC) is a classic Fast Grower in Sri Lanka’s underpenetrated life insurance market. Gross Written Premiums (GWP) have grown 10x in the last decade , with a 29% YoY increase in 1H 2025 , far outpacing the industry.
View narrative
LK₨240
FV
68.3% undervalued
intrinsic discount
35.85%
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
New
narrative