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Global Weekly Picks
Hoth Therapeutics
Sponsored
content by Hoth Therapeutics
JO
Jolt_Communications
Community Contributor
100% Patient Improvement in trial puts this $16M Biotech on the radar
Key Takeaways Hoth is a clinical-stage biotech with a diversified pipeline across oncology, neurology, and inflammation. Lead drug HT-001 targets cancer treatment related rashes, a multi-hundred-million-dollar niche where no approved therapies exist.
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US$5.30
FV
78.1% undervalued
intrinsic discount
0%
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
PayPal Holdings
ZW
Zwfis
Community Contributor
PayPal's Future Growth Through Venmo and Merchant Solutions
PayPal at it's surface might not seem like fanciest option available; but as you take a deeper dive into the company it has a lot more to offer than just the app we use for transactions and sending money to others. Most of their revenue comes from transactions while they also source some revenue from other added value services like: Payment Gateway Subscriptions Interest and fees from consumer loans and merchant loans Other credit products referrals partnerships One other source that recently has begun to catch traction for them is Venmo; which is quite similar to the normal services of PayPal but has been very popular with younger populations.
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US$105.25
FV
33.3% undervalued
intrinsic discount
7.22%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
1
users have commented on this narrative
7
users have followed this narrative
New
narrative
IREN
BL
BlackGoat
Community Contributor
IREN's Bold Moves in Sustainable Bitcoin Mining & AI Data Centers
"Investing in a bitcoin miner?! How dare you!" endthefud.org Summary IREN owns and operates 4 Bitcoin mining sites in North America, powered by 100% renewable energy, leveraging 'stranded energy' from hydro and solar power plants.
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US$26.54
FV
0.2% undervalued
intrinsic discount
30.00%
Revenue growth p.a.
Set Fair Value
20
users have liked this narrative
4
users have commented on this narrative
69
users have followed this narrative
26 days ago
author updated this narrative
Cadeler
MA
Mandelman
Community Contributor
Cadeler set to grow with market.
Catalysts Structural market tailwinds: Offshore wind installations are projected to grow from approximately 8 GW in 2024 to 34 GW by 2030 (28% CAGR), supported by strong policy initiatives in the EU, U.S., and China targeting over 400 GW of capacity. Source.
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NOK 95.36
FV
45.5% undervalued
intrinsic discount
30.00%
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
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Beacon Roofing Supply
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
Branch Openings And Acquisitions Will Expand Future Market Presence
Key Takeaways Strategic acquisitions and expansion of greenfield branches enhance Beacon's market presence, likely driving revenue and earnings growth. Emphasis on digital sales and private label products boosts margins, while significant share buybacks enhance earnings per share.
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US$124.50
FV
0.1% undervalued
intrinsic discount
3.57%
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
4 months ago
author updated this narrative
Vonovia
AN
AnalystConsensusTarget
Consensus Narrative from 17 Analysts
Service Expansion And Photovoltaic Projects Will Secure Future Stability
Key Takeaways Vonovia aims to boost non-rental EBITDA with less capital-intensive service expansion, enhancing earnings and ensuring stability. Increased investment and focus on cash generation are expected to drive EBITDA growth, protect the balance sheet, and improve net margins.
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€37.53
FV
26.5% undervalued
intrinsic discount
-19.03%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
40
users have followed this narrative
4 months ago
author updated this narrative
Goodfood Market
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Heat And Eat Launch Will Revitalize Consumer Retail
Key Takeaways Goodfood's new product line and digital enhancements are driving revenue growth and increased customer spending. Strategic acquisitions, ethical certifications, and strong cash management bolster financial stability and brand loyalty.
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CA$0.15
FV
46.7% overvalued
intrinsic discount
-9.52%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
7
users have followed this narrative
4 months ago
author updated this narrative
Splash Beverage Group
AN
AnalystConsensusTarget
Consensus Narrative from Analysts
Will Expand US Distribution And Acquire Energy Drink Brand
Key Takeaways Expansion in key U.S. regions, strategic retail partnerships, and new product offerings are set to drive significant revenue growth for Splash Beverage Group. Investment in high-margin businesses like Qplash and energy drinks is likely to enhance cash flow and boost operational efficiency.
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US$11.94
FV
86.0% undervalued
intrinsic discount
60.14%
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
4 months ago
author updated this narrative
Host Hotels & Resorts
AN
AnalystLowTarget
Consensus Narrative from 17 Analysts
6% Wage Rise And Maui Recovery Will Shape Hotel Future
Key Takeaways Rising wage expenses and external challenges like hurricanes and travel imbalances pressure Host Hotels & Resorts' margins and revenue growth. Economic uncertainties and recovery delays from past events influence cautious growth projections and potential earnings shortfalls.
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US$15.86
FV
8.5% overvalued
intrinsic discount
1.67%
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
4 months ago
author updated this narrative
Nordson
AN
AnalystHighTarget
Consensus Narrative from 10 Analysts
Atrion Integration And Advanced Technology Solutions Will Expand Markets
Key Takeaways Nordson's rising order entry rates and strategic acquisitions signal strong potential for revenue growth and profitability enhancements. Product innovation and strategic business realignment position Nordson for increased market share and robust shareholder returns.
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US$285.00
FV
21.0% undervalued
intrinsic discount
6.80%
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
4 months ago
author updated this narrative
Nordson
AN
AnalystLowTarget
Consensus Narrative from 10 Analysts
Reorganization Will Unlock Advanced Technology Solutions Opportunities
Key Takeaways Operational adjustments may limit immediate revenue growth as Nordson focuses on future technological advancements amidst macroeconomic uncertainties. Acquisition-related costs and backlog growth present near-term earnings risks despite potential long-term benefits.
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US$212.16
FV
6.1% overvalued
intrinsic discount
3.49%
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
4 months ago
author updated this narrative
Insight Enterprises
AN
AnalystHighTarget
Consensus Narrative from 4 Analysts
Digital Transformation And AI Will Empower IT Services
Key Takeaways Momentum in AI, cloud, and managed services is driving higher-margin revenue growth, increased recurring income, and improved client retention through new partnerships and acquisitions. Operational efficiencies, automation, and cost-saving initiatives are enhancing scalability, operating leverage, and profitability as hardware upgrade cycles and pent-up demand approach.
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US$235.00
FV
44.6% undervalued
intrinsic discount
4.38%
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
4 months ago
author updated this narrative
Berry Global Group
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
Lean Transformation And Sustainable Products Will Strengthen Future Market Position
Key Takeaways Strategic moves including portfolio repositioning and divestitures aim to improve operational efficiency and focus on high-growth consumer products, boosting margins and revenue. Emphasis on lean transformation, shareholder returns, and sustainable innovations is designed to reduce costs, enhance EPS, and secure a stronger market position.
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US$0
FV
9.2% undervalued
intrinsic discount
-8.13%
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
4 months ago
author updated this narrative
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