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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
29.0% 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
35
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
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
23
users have followed this narrative
17 days ago
author updated this narrative
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Clas Ohlson
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Shift To Multi-Niche Retailing And Husqvarna Partnerships Will Strengthen Future Prospects
Key Takeaways Transitioning to a multi-niche retailer differentiates Clas Ohlson in various market segments, driving sales growth and improving margins. Emphasis on profitable online sales and store expansions supports sustained growth, with strategic partnerships enhancing revenue through a diversified product range.
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SEK 355
FV
7.7% overvalued
intrinsic discount
5.00%
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
8 days ago
author updated this narrative
Eton Pharmaceuticals
AN
AnalystHighTarget
Consensus Narrative from 3 Analysts
Aging Population And Improved Diagnosis Will Unlock Orphan Drug Markets
Key Takeaways Expansion of patient access and label indications could rapidly accelerate growth and significantly boost both revenue and operating margins beyond current expectations. Eton's proven execution in specialty acquisitions and favorable industry trends uniquely position it for sustained outsized demand and above-trend earnings growth.
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US$35
FV
47.3% undervalued
intrinsic discount
51.15%
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
BWX Technologies
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
Defense Modernization And Nuclear Energy Demand Will Unlock Future Market Potential
Key Takeaways Strong defense and nuclear energy demand, government contracts, and new technologies are driving recurring revenue growth and earnings stability. Expansion into microreactors, advanced fuels, and services increases high-margin opportunities and positions the company for further market and margin growth.
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US$183.64
FV
5.2% undervalued
intrinsic discount
11.15%
Revenue growth p.a.
Set Fair Value
4
users have liked this narrative
0
users have commented on this narrative
48
users have followed this narrative
8 days ago
author updated this narrative
Nordic Semiconductor
AN
AnalystHighTarget
Consensus Narrative from 12 Analysts
Ultra-Low Power Design And Edge AI Will Expand IoT Opportunities
Key Takeaways Integrated chip-to-cloud solutions and energy-efficient AI offerings are set to rapidly boost both margin expansion and recurring revenue, outpacing analyst expectations. Leadership in ultra-low power and sustainability uniquely positions Nordic to win design contracts and pricing power as global demand and green regulations intensify.
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NOK 190
FV
14.8% undervalued
intrinsic discount
21.13%
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
Aurubis
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
High Operating Costs And Industry Shifts Will Depress Copper Value
Key Takeaways Short-term earnings boosted by unique market conditions, while future revenue and margin growth face risk from softer copper demand and margin compression in both primary and recycling segments. High investment, delayed returns from new projects, and rising operational costs are likely to constrain cash flow and improve margins slower than current forecasts suggest.
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€81.88
FV
16.8% overvalued
intrinsic discount
4.05%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
14
users have followed this narrative
8 days ago
author updated this narrative
Okta
AN
AnalystHighTarget
Consensus Narrative from 40 Analysts
Digital Transformation And Regulatory Shifts Will Expand Identity Adoption
Key Takeaways Okta's innovation and ecosystem strength position it as a foundational identity control point in the evolving AI and cloud-driven security market. Growing enterprise adoption, regulatory demand, and efficient sales execution fuel sustained revenue and market leadership, outpacing slower legacy competitors.
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US$142
FV
34.1% undervalued
intrinsic discount
13.38%
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
9 days ago
author updated this narrative
Komatsu
AN
AnalystConsensusTarget
Consensus Narrative from 12 Analysts
Reko Diq Contract And Low-Emission Trucks Will Boost Demand
Key Takeaways Expansion into major mining projects and innovative low-emission equipment supports long-term revenue growth and strengthens position amid rising global and environmental demands. Stable aftermarket sales and pricing power in key markets enhance revenue resilience, recurring income, and operating margin stability despite regional and market volatility.
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JP¥5.08k
FV
2.7% overvalued
intrinsic discount
1.90%
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
8 days ago
author updated this narrative
Nightingale Health Oyj
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
New US And Singapore Labs Will Improve Healthcare Efficiency
Key Takeaways Nightingale Health's innovative disease detection from a single blood sample and international deals could boost global market penetration and revenue expansion. Strategic vertical integration, low burn rate, and possible stock listings aim to enhance operational efficiency, financial stability, and investor interest.
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€2.4
FV
2.9% overvalued
intrinsic discount
29.54%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
5
users have followed this narrative
8 days ago
author updated this narrative
V.F
AN
AnalystConsensusTarget
Consensus Narrative from 20 Analysts
E-commerce And Asia-Pacific Investments Will Boost Future Premium Appeal
Key Takeaways Focus on premiumization, digital sales, and product innovation is driving higher margins, deeper customer engagement, and sustainable long-term growth. Portfolio streamlining, supply chain improvements, and international expansion support stronger earnings, cash flow, and reduced exposure to struggling legacy brands.
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US$15.49
FV
2.5% undervalued
intrinsic discount
2.64%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
37
users have followed this narrative
8 days ago
author updated this narrative