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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
29.9% undervalued
intrinsic discount
14.72%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
1
users have commented on this narrative
14
users have followed this narrative
28 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
22.9% undervalued
intrinsic discount
21.73%
Revenue growth p.a.
Set Fair Value
18
users have liked this narrative
0
users have commented on this narrative
24
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
64.1% undervalued
intrinsic discount
58.08%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
1
users have commented on this narrative
12
users have followed this narrative
15 days ago
author updated this narrative
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Cresco Labs
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Expanding Legal Markets Will Spur Cannabis Consolidation
Key Takeaways Growth initiatives in new and existing markets, combined with product innovation and retail execution, are poised to drive revenue and market share expansion. Streamlined operations, disciplined capital management, and strengthened balance sheet enhance profitability and create flexibility for strategic acquisitions.
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CA$2.16
FV
36.5% undervalued
intrinsic discount
0.47%
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
12 days ago
author updated this narrative
SKF India
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
Manufacturing Localization In Pune And Ahmedabad Will Unlock Value
Key Takeaways Increased localization, segment expansion, and aftermarket services strengthen margins, drive growth, and enhance earnings stability amid India's infrastructure boom. Strategic innovation, targeted demerger, and sharper capital focus position the company to capture market share, improve efficiency, and unlock long-term value.
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₹4.95k
FV
3.2% undervalued
intrinsic discount
10.05%
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
13 days ago
author updated this narrative
Valens Semiconductor
AN
AnalystLowTarget
Consensus Narrative from 4 Analysts
Tariff Uncertainty Will Limit Automotive Revenues But Benefit Margins
Key Takeaways Heavy reliance on automotive sector exposes Valens to risks from industry volatility, shifting design standards, and customer concentration. Rising competition and regulatory costs threaten profitability, with potential pricing pressure and increased expenses from sustainable manufacturing requirements.
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US$3
FV
39.3% undervalued
intrinsic discount
17.60%
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
13 days ago
author updated this narrative
Aurinia Pharmaceuticals
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Pipeline Progress And ACR Updates Will Shape Future Opportunities
Key Takeaways Accelerated LUPKYNIS adoption and a promising pipeline support long-term growth amid rising autoimmune disease prevalence and favorable regulatory trends. Enhanced operational efficiency and robust IP strategy boost margins and shield against competition, while share buybacks underscore confidence in sustained profitability.
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US$11.71
FV
6.9% overvalued
intrinsic discount
14.10%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
11
users have followed this narrative
12 days ago
author updated this narrative
Azenta
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Personalized Medicine And Automation Will Drive Future Market Expansion
Key Takeaways Strong growth driven by personalized medicine, automation, and outsourcing trends, with recurring revenue and margin expansion from stable pricing and digital modernization. Operational efficiency, strategic investments, and disciplined portfolio management are fueling both cost control and sustainable long-term earnings resilience.
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US$33
FV
7.3% undervalued
intrinsic discount
0.78%
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
12 days ago
author updated this narrative
Ultralife
AN
AnalystConsensusTarget
Consensus Narrative from Analysts
Accelerating Electrification Will Drive Advanced Battery Demand
Key Takeaways Electrification trends and sector diversification position Ultralife for steady demand and reduced earnings volatility. R&D investments and vertical integration are expected to boost margins, pricing power, and long-term cash flow.
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US$14
FV
51.6% undervalued
intrinsic discount
16.43%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
79
users have followed this narrative
13 days ago
author updated this narrative
Fluence Energy
AN
AnalystConsensusTarget
Consensus Narrative from 19 Analysts
Global Electrification Will Ignite Demand For Battery Storage
Key Takeaways Accelerating global demand for grid-scale storage, policy incentives, and renewable integration position Fluence favorably for revenue growth and market share gains. Strengthened domestic supply chains and next-generation products improve resilience, margins, and support order recovery amid easing market uncertainties.
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US$7.74
FV
3.1% undervalued
intrinsic discount
19.45%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
0
users have commented on this narrative
73
users have followed this narrative
13 days ago
author updated this narrative
LifeMD
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
Expanding Care Domains And Telemedicine Will Unlock New Markets
Key Takeaways Expansion into new care areas and insurance partnerships broadens market reach, reduces concentration risk, and supports stability in patient acquisition and revenue. Enhanced AI integration and the subscription-based care model improve operational efficiency, patient retention, and margin growth through automation and recurring revenue streams.
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US$12.88
FV
53.3% undervalued
intrinsic discount
14.64%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
1
users have commented on this narrative
16
users have followed this narrative
12 days ago
author updated this narrative
KRAFTON
AN
AnalystConsensusTarget
Consensus Narrative from 27 Analysts
Expanding Mobile Gaming Markets Will Deliver New Opportunities Despite Risks
Key Takeaways Diversifying game portfolio, expanding internationally, and embracing community-driven models support sustained growth, user retention, and recurring revenue opportunities. Strategic acquisitions and AI-driven efficiencies enhance productivity, broaden market reach, and help stabilize earnings while improving profit margins.
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₩454.15k
FV
29.9% undervalued
intrinsic discount
20.04%
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
13 days ago
author updated this narrative