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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
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.
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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
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
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
23
users have followed this narrative
17 days ago
author updated this narrative
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Zydus Wellness
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Expanding Health Markets And Digital Channels Will Build Long-Term Value
Key Takeaways Expansion into high-growth wellness categories and strong brand equity are driving resilient revenue streams and supporting premium pricing power. Digital transformation and improved distribution are enhancing margin potential, while input cost stabilization aids further profitability gains.
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₹2.45k
FV
78.8% undervalued
intrinsic discount
10.21%
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
Banca Mediolanum
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
Italian And Spanish Headwinds Will Erode Profit Margins
Key Takeaways Margin compression and slower revenue growth are likely due to lower-fee product shifts, increased regulation, and mounting competition from fintech and larger European players. Demographic headwinds in core markets may hinder organic asset growth, capping sustainable earnings and challenging fee-based revenue expansion.
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€17.11
FV
1.6% undervalued
intrinsic discount
-1.64%
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
Lodha Developers
AN
AnalystConsensusTarget
Consensus Narrative from 17 Analysts
Mumbai And NCR Expansion Will Unlock Residential Potential
Key Takeaways Urban infrastructure investments and supportive government policies are expected to drive robust residential demand and sustained growth for Lodha. Expansion into new markets and segments, combined with disciplined capital management, strengthens Lodha's position for long-term revenue resilience and earnings growth.
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₹1.48k
FV
17.7% undervalued
intrinsic discount
18.67%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
10
users have followed this narrative
14 days ago
author updated this narrative
Sundram Fasteners
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Expanding EV And Hybrid Platforms Will Unlock Future Opportunities
Key Takeaways Strategic expansion into EVs, diversified export markets, and non-automotive sectors positions the company for long-term growth and reduced market dependence. Operational improvements and strong R&D spending support higher margins, steady earnings, and multiple sources of revenue diversification.
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₹1.23k
FV
15.4% undervalued
intrinsic discount
9.28%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
3
users have followed this narrative
14 days ago
author updated this narrative
Tech Mahindra
AN
AnalystConsensusTarget
Consensus Narrative from 42 Analysts
BFSI And Healthcare Expansion Will Unlock Global Opportunities
Key Takeaways Strategic focus on high-growth verticals and geographic expansion is expected to drive revenue growth. AI-driven innovations and operational efficiencies are likely to expand margins and enhance earnings quality.
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₹1.63k
FV
4.4% undervalued
intrinsic discount
7.16%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
19
users have followed this narrative
14 days ago
author updated this narrative
Jyothy Labs
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
Rural Demand Recovery And Digital Channels Will Expand Consumer Base
Key Takeaways Growth in digital channels and premium product innovation is expected to boost margins, strengthen brand presence, and drive broader geographic expansion. Operational improvements and strategic focus on high-demand segments should lift profitability and ensure sustainable long-term revenue growth.
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₹399.38
FV
19.2% undervalued
intrinsic discount
7.94%
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
BHAR
Bharti Hexacom
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
Rural Digital Penetration And Premium Plans Will Foster Future Connectivity
Key Takeaways Expanding digital adoption, rising premium plan usage, and strategic partnerships are supporting stronger revenue growth, higher margins, and sustained ARPU improvement. Reduced capital intensity and enhanced operational leverage are improving free cash flow, bolstering profitability, and strengthening the company's financial position.
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₹1.85k
FV
7.2% undervalued
intrinsic discount
13.56%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
3
users have followed this narrative
14 days ago
author updated this narrative
Berger Paints India
AN
AnalystConsensusTarget
Consensus Narrative from 21 Analysts
Monsoon Recovery And Urban Growth Will Expand Market Reach
Key Takeaways Pent-up post-monsoon demand, urbanization, and infrastructure initiatives are expected to drive revenue growth and expand the market for premium products. Gains in market share, focus on high-margin differentiated offerings, and improved operational efficiencies are supporting margin expansion and sustained earnings growth.
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₹569.59
FV
6.6% undervalued
intrinsic discount
9.44%
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
Metro Brands
AN
AnalystConsensusTarget
Consensus Narrative from 21 Analysts
E-commerce And Premiumization Will Fuel Indian Market Expansion
Key Takeaways Strategic expansion into value, premium segments, and underpenetrated cities, alongside exclusive partnerships, strengthens market share and supports sustained revenue growth. Focus on e-commerce, omnichannel retail, and ESG initiatives enhances digital reach, operational efficiency, and long-term brand value.
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₹1.24k
FV
6.0% overvalued
intrinsic discount
15.44%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
3
users have followed this narrative
14 days ago
author updated this narrative