U.S. Market Community
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U.S. Investing Ideas
Title: Market Sentiment Is Dead Wrong — Here's Why PSEC Deserves a Second Look
If one were to deep-dive this stock and do actual analysis, one would find this company is healthier than the majority of those offering stock. The "leader" has been at the helm for DECADES and has been doing nothing but buying his own stock- this is a "sleeper" of epic proportions...Read more
Amazon: Why the World’s Biggest Platform Still Runs on Invisible Economics
Amazon (NASDAQ: AMZN) is often described as a retail company, a cloud giant, or an AI powerhouse—sometimes all in the same sentence. In reality, Amazon is better understood as an economic system.Read more
Buybacks, Cash Flow, and Growth Potential Amidst Rate Cuts
PayPal exhibits a robust financial position with a substantial cash reserve and consistent profitability. The company's strong balance sheet enables investments in growth initiatives, irrespective of the prevailing economic conditions.Read more
Sunrun Stock: When the Energy Transition Collides With the Cost of Capital
Sunrun (NASDAQ: RUN) operates at the intersection of two powerful forces: the long-term push toward clean energy and the short-term reality of higher interest rates. As the largest residential solar installer in the United States, Sunrun’s business model depends not only on technology adoption, but on financing conditions, consumer confidence, and regulatory support.Read more
An amazing opportunity to potentially get a 100 bagger
QuantumScape: From Ambitious Science to the Cusp of a Battery Revolution Links to my detailed research videos https://www.youtube.com/playlist?list=PLTxyzjHIS6phTvuEN20Iv5uA1g9qLcmc5 QuantumScape (QS) , a company that for years was often dismissed as a mere "science project" by skeptics, has definitively transformed into a formidable business on the verge of real-world impact1.... Having chosen the "Hard Path" to tackle fundamental battery challenges, QuantumScape's journey, spanning over a decade and fueled by approximately $1.5 billion in funding (with roughly $300 million strategically deployed to date), is now poised for commercial success3....Read more
Occidental Petroleum to Become Fairly Priced at $68.29 According to Future Projections
Macroeconomic Background: Energy Reality in the AI Age Energy markets are experiencing a structural break from historical supply-demand cycles. While the debate continues about whether demand for traditional hydrocarbons has peaked, the "energy hunger" created by Artificial Intelligence (AI) and data centers is creating a new demand shock.Read more
A case for USD $14.81 per share based on book value. Be warned, this is a micro-cap dependent on a single mine.
Company Overview Scully Royalty Ltd. (NYSE: SRL) is a Shanghai-based holding company (incorporated 2017, formerly MFC Bancorp Ltd.) with roots dating back to 1956.Read more
MINISO's fair value is projected at 26.69 with an anticipated PE ratio shift of 20x
MINISO Investment Thesis This analysis is based on the MINISO 2024 Q4 and 2025 Q1 earnings call presentations and the provided transcript. # Catalysts MINISO has several key growth drivers that could meaningfully impact sales and earnings: Global Store Network Expansion: The primary catalyst is the aggressive and ongoing expansion of its store network, both in China and, more significantly, in overseas markets.Read more
Cheap if able to sustain revenue, and a potential bargain if able to turn store openings into revenue growth
Conservative valuation of $24.28 based on sustained revenues of ~RMB3bn/quarter. Potential upside if growth in store openings realises additional revenue.Read more
