Our community narratives are driven by numbers and valuation.
The global 'space economy' is forecasted to be worth ~$1.8 trillion by 2035. Roughly $800 billion is estimated to be made up of "backbone" business, such as satellites and rockets, and the services or software required to enable them, such as internet and positioning technologies.Read more
I was studying the company Dollar General #DG, a company that operates regular convenience stores in the USA targeting low and low-middle class audiences (that's how they politically correctly refer to poor people). They're interesting because their products are cheap, but per gram or liter of product they sell much more expensively.Read more

Over the last year, the share price of Procter & Gamble (PG:NYSE) has fallen from around $175 to roughly $140, with most of the decline occurring since March. This weakness may partly reflect layoffs announced earlier in the year amid tariff-related uncertainty, and the stock may now be drifting into oversold territory.Read more

Key Takeaways Unicycive has completed clinical development of its lead asset, Oxylanthanum Carbonate (OLC). OLC is designed to improve on current phosphate binders by offering better efficacy, fewer pills, and improved tolerability for dialysis patients with hyperphosphatemia.Read more

In a nut shell, I saw Butterfly Network as a medical break through and bought a few hundred shares at a $1.55/shr. and the following news confirmed my reasoning of buying; On November 17, 2025, Butterfly Network’s subsidiary signed a five-year co-development and licensing agreement with Midjourney for exclusive access to its semiconductor-based ultrasound technology, securing a US$15 million upfront payment, US$10 million annual license fees, and further milestone and revenue-sharing potential.Read more
Revenue Growth : GE Vernova is expected to grow its revenue by 13% , contributing to a total revenue of US$77 billion. Earnings Forecast : Estimated earnings for 2030 are US$4.2 billion , translating into a market capitalization of US$270.06 billion , based on a 64.68x price-to-earnings ratio.Read more
I like the prospects of all the optical build out in AI data centers. The only supplier of glass for apple iPhone.Read more
The "Molecular Pencil": Why Beam's Technology is Built to Win The investment thesis in Beam Therapeutics is a long-term, high-conviction bet on a fundamental technological shift in genetic medicine. While first-generation gene editors like CRISPR-Cas9 function as "molecular scissors," they are an inherently disruptive tool.Read more

Using the Buffett Value Calculation with P/E = $46.02, Growth Rate = 39.18%, and EPS ttm = $0.55 (source: FinViz, 12/8/25) - the Estimated Share Price is $79.54 with a Buy Price set at $39.77 or less.Read more