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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
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
33
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
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
50
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
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
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Brightstar Lottery
AN
AnalystHighTarget
Consensus Narrative from 7 Analysts
Digital Adoption And Consolidation Will Expand Global Lottery Markets
Key Takeaways Accelerated digital adoption and proprietary platforms position Brightstar for outsized revenue growth, margin expansion, and dominance in evolving global iLottery markets. Strategic balance sheet improvements and industry trends empower Brightstar to pursue M&A, invest for growth, and sustain higher margins against less agile competitors.
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US$27.68
FV
39.8% undervalued
intrinsic discount
4.69%
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
9 days ago
author updated this narrative
Wheaton Precious Metals
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Salobo III Streaming Deals Will Shape Future Metals Markets
Key Takeaways Expanding streaming agreements and a robust asset portfolio position Wheaton for significant production and revenue growth benefiting from commodity price appreciation. Strong financial flexibility enables pursuit of new deals amid rising industry capital needs, supporting long-term revenue, stable margins, and resilience to supply constraints.
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CA$148.53
FV
2.7% undervalued
intrinsic discount
9.50%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
1
users have commented on this narrative
22
users have followed this narrative
10 days ago
author updated this narrative
JetBlue Airways
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
Rebounding Leisure Travel And Network Optimization Will Create Lasting Momentum
Key Takeaways Strong leisure travel demand, operational improvements, and optimized customer offerings are driving revenue growth and improved financial performance. Fleet simplification, digital transformation, and new partnerships support cost efficiency, margin expansion, and expanded revenue streams.
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US$4.42
FV
15.1% overvalued
intrinsic discount
5.05%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
1
users have commented on this narrative
22
users have followed this narrative
10 days ago
author updated this narrative
Henkel KGaA
AN
AnalystConsensusTarget
Consensus Narrative from 18 Analysts
Sustainable Pipelines And Digital Upgrades Will Expand Global Markets
Key Takeaways Sustainable product innovation, premiumization, and digital upgrades are strengthening Henkel's brand position, fueling growth, and enhancing operational efficiency and margins. Strategic focus on key brands, exiting low-margin products, and leveraging emerging markets supports improved profitability and counters softness in developed markets.
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€81.8
FV
12.1% undervalued
intrinsic discount
1.44%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
21
users have followed this narrative
10 days ago
author updated this narrative
Brambles
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
Digital Tracking And Circular Supply Chains Will Improve Efficiency
Key Takeaways Expansion into digital tracking, automation, and sustainable solutions is improving operational efficiency, customer retention, and revenue diversification. Cost-saving initiatives and focus on ESG strengthen margins, competitive advantage, and long-term recurring revenues.
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AU$24.8
FV
1.2% undervalued
intrinsic discount
4.50%
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
10 days ago
author updated this narrative
Kojamo Oyj
AN
AnalystHighTarget
Consensus Narrative from 7 Analysts
Urbanization And Digital Living Will Reshape Helsinki Rental Markets
Key Takeaways Kojamo is poised for accelerated rent and occupancy growth due to tightening urban rental supply, innovative pricing strategies, and digitalization driving stronger customer retention. Optimized asset management, robust financial positioning, and strategic leadership changes set the stage for margin expansion and market share gains in a growing urban rental market.
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€12.5
FV
14.3% undervalued
intrinsic discount
1.59%
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
9 days ago
author updated this narrative
Dyadic International
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Animal-Free Protein Platforms Will Transform Sustainable Biotech Industries
Key Takeaways Transitioning to commercial sales and broad product launches positions the company to improve operating margins and gain more predictable, recurring revenue streams. Strategic partnerships, scalable technology, and sustainability focus give competitive advantages and support accelerating market adoption and long-term profit growth.
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US$7
FV
86.0% undervalued
intrinsic discount
91.23%
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
10 days ago
author updated this narrative
Currys
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Cost Discipline, Automation, And Shareholder Returns Will Improve Future Prospects In GB Specialty Retail
Key Takeaways Strategic investments and cost discipline could enhance future profitability, EBIT margins, and support earnings growth. Market share gains in the UK and Nordics indicate revenue growth potential despite difficult market conditions.
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UK£1.54
FV
12.6% undervalued
intrinsic discount
2.12%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
16
users have followed this narrative
10 days ago
author updated this narrative
Almirall
AN
AnalystHighTarget
Consensus Narrative from 10 Analysts
Rising Global Wealth And Aging Populations Will Expand Dermatology Markets
Key Takeaways Strong uptake of key drugs and expanding indications position Almirall for outsized revenue and margin growth beyond current analyst consensus. Strategic market trends, pricing power, and innovative pipeline support continued long-term outperformance and leadership in dermatological therapies.
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€16.57
FV
32.0% undervalued
intrinsic discount
12.55%
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
9 days ago
author updated this narrative