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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
0
users have commented on this narrative
9
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$6.6
FV
4.2% undervalued
intrinsic discount
20.00%
Revenue growth p.a.
Set Fair Value
13
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
65.0% 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
10
users have followed this narrative
15 days ago
author updated this narrative
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Cassiar Gold
AG
Agricola
Community Contributor
A case for Cassiar Gold Corp (TSXV: GLDC) to reach CAD$8-10 before 2030 (X30-37)
Overview of Cassiar Gold Corp (TSXV: GLDC) Cassiar Gold Corp is a Canadian junior exploration company focused on its 100% owned, district-scale Cassiar Gold Property in northern British Columbia. The property spans 590 km² and includes two main areas: Cassiar North (home to the Taurus bulk-tonnage deposit and Newcoast prospect) and Cassiar South (historical high-grade vein systems with ~25 km of underground workings).
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CA$10
FV
97.5% undervalued
intrinsic discount
0%
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
New
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Embellence Group
LI
Lillemalt
Community Contributor
Embellence Group's Revenue to Rise by 4.5% with a Future PE of 12.5x
STOCKHOLM (Nyhetsbyrån Direkt) Aktiespararna utfärdar en köprekommendation för inredningsföretaget Embellence med en riktkurs på 40 kronor. Det framgår av en analys.
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SEK 41.14
FV
6.7% undervalued
intrinsic discount
6.00%
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
Updated
narrative
Defence Holdings
OX
Oxydoxy
Community Contributor
This stock has it all: AI Cyber defence drones & ops
If you are looking to trade the newly formed Defence Holdings PLC in the USA, and join the U.K. defence rush to AI and cyber defence you need to read below. You may be wondering what an OTC pink stock is doing in my portfolio?
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US$0.011
FV
156.4% overvalued
intrinsic discount
0%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
1
users have followed this narrative
New
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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$6.6
FV
4.2% undervalued
intrinsic discount
20.00%
Revenue growth p.a.
Set Fair Value
13
users have liked this narrative
0
users have commented on this narrative
24
users have followed this narrative
Updated
narrative
Tesla
BL
BlackGoat
Community Contributor
Tesla’s Nvidia Moment – The AI & Robotics Inflection Point
Overview Founded in 2003, Tesla Inc. (NASDAQ: TSLA) began as an ambitious EV startup led by engineers Martin Eberhard and Marc Tarpenning.
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US$425.37
FV
0.9% undervalued
intrinsic discount
14.00%
Revenue growth p.a.
Set Fair Value
8
users have liked this narrative
23
users have commented on this narrative
100
users have followed this narrative
Updated
narrative
Nick Scali
RO
Robbo
Community Contributor
Is a shift in gear for Nick Scali needed?
Over the past year, Nick Scali’s share price has risen by more than 50%, even as earnings per share fell by around 30%. This decline in earnings growth has been a consistent trend over the past five years.
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AU$23.3
FV
1.8% overvalued
intrinsic discount
7.67%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
0
users have commented on this narrative
2
users have followed this narrative
New
narrative
Aya Gold & Silver
RO
RockeTeller
Community Contributor
If silver reaches $100 per ounce
Aya Gold & Silver Valuation at $100/oz Silver Assumptions Production Target: 7 million ounces of silver annually from Zgounder. Silver Price: $100 per ounce.
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CA$102
FV
84.5% undervalued
intrinsic discount
38.45%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
5
users have commented on this narrative
4
users have followed this narrative
Updated
narrative
Cerrado Gold
RO
RockeTeller
Community Contributor
125 Baggers at Full Potential !
Cerrado Gold Summary (April 2025) Current Production : Don Nicholas mine in Argentina producing ~50,000 oz/year. Breakeven cost (FCF) around $1,900/oz.
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CA$50
FV
97.6% undervalued
intrinsic discount
179.73%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
6
users have commented on this narrative
5
users have followed this narrative
Updated
narrative
Qt Group Oyj
MA
Mandelman
Community Contributor
Qt Group Oyj’s somewhat overvalued, but with a potential for extra dividends
Catalysts Structural market tailwinds – The demand for embedded‑device software and graphical user interfaces continues to grow. Qt’s tools help companies meet the exponential growth of the embedded‑device market and the rapidly increasing speed of software‑development life cycles.
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€37.69
FV
20.6% overvalued
intrinsic discount
9.00%
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
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