Global Community
Our community narratives are driven by numbers and valuation.
Community Investing Ideas
Global Weekly Picks
Costco Wholesale will achieve a profit margin increase of 2.9426% in the next five years
Costco’s biggest strengths are its ultra-sticky memberships (~90% renewal), strong pricing power, and inflation-resilient “low-price leader” model. Membership fees (1.9% of revenue) drive most of its 2–3% profit margin and give it a unique buffer that lets it keep prices low.Read more
PlaySide Studios: Market Is Sleeping on a Potential 10M+ Unit Breakout Year, FY26 Could Be the Rerate of the Decade
PlaySide Studios (ASX: PLY) is being priced like a sleepy, low-growth work-for-hire shop right before the biggest IP slate in its history goes live. After going through Steam wishlist data, indie comps, sell-through ratios, past margins and the latest analyst notes, my view is simple: If the upcoming slate lands even normally well, FY26 can justify a move from around 0.19–0.20 today to the 0.70–1.00 range, with more if one title really breaks out.Read more
What on earth are 'Functional Sodas', and are they the way forward?
The company is at an inflection point. After years of flat revenue at around $91B , it faces mounting pressure from shifting consumer preferences, health trends, and affordability concerns.Read more
IREN's Bold Moves in Sustainable Bitcoin Mining & AI Data Centers
A Note to New Readers: Welcome. What you are about to read is my original narrative for IREN, first published in September 2024.Read more
Block is Set to Rebound from Regulatory Challenges with 6% Revenue Growth
Summary Block, Inc. is trading at ~16-17x earnings, well below its 12-month average of ~30x.Read more
Mastercard Poised for Growth with 10.74% Revenue Surge
Reasons that favour Mastercard over Visa Diversified, non-card revenue growth: increasing value-added services (data/analytics, security, gateway) enhance revenue per transaction and reduce pure-volume dependence. International mix and growth runway: large exposure to faster-growing regions and cross-border flows gives higher long-term volume growth potential.Read more
A fortress-like financial tech company riding global digital payments and fintech innovation waves
1. Global Payments Backbone with Scale & Reach Mastercard’s network processes over $8 trillion in annual purchase volume , powered by relationships with banks, merchants, businesses, and governments in more than 200 countries.Read more
CHAMPION BREWERIES PLC Q3 Result – Earnings Rebound Driven by Strong Volume Growth Amid Rising Finance Costs and Working Capital Expansion
Executive Summary Champion Breweries Plc (“Champion” or “the Company”) delivered a strong top-line and bottom-line recovery for the nine months ended September 30, 2025, supported by robust production volumes, improved pricing, and operational scale. Revenue surged 53% YoY to ₦21.44 billion , reflecting broad-based growth in beer and malt sales.Read more
Lyc added to MSCI Australia Index 25/11
Lyc was added on 5/11/25 to the MSCI Australia Standard Index, tracked by well-traded ETF’s, taking effect on 25/11/2025. Recent price upgrades by UBS, Macquarie & Goldman Sachs.Read more
