Global Community
Our community narratives are driven by numbers and valuation.
Community Investing Ideas
Global Weekly Picks
Nexans will Shine with Record High Voltage Backlog Achieving €6.2B by 2024
Catalysts Record backlog in High Voltage (€6.2B in 2024). Growth in global electrification (CAGR 7% until 2028).Read more
The "Sleeping Giant" Wakes Up – Efficiency & Monetization
PayPal is the classic "Value Play" in a tech world obsessed with hype. After a period of margin compression and leadership transition, the "Alex Chriss Turnaround" is fully underway.Read more
SpiceJet's Turnaround Story: From 28 Aircraft to 100, and Beyond
SpiceJet, one of India's prominent low-cost carriers, has been on a remarkable turnaround journey in recent years, emerging from a period of financial difficulty to a growth trajectory that promises substantial returns for both customers and investors. The airline, which at its low point was operating with just 28 planes, is now eyeing a future where its fleet expands to 100 aircraft within the next two years, with ambitious revenue targets and profitability goals that could elevate its market capitalization to an unprecedented ₹1 Lakh crore.Read more
Aurora Solar Technologies predicts a 23x future PE surge in five years
Aurora Solar Technologies Inc. (Aurora), a leading player in the solar manufacturing technology sector, is setting its sights on transformative growth.Read more
15,000% Nevada's Gold Miner Play
🪙 Lahontan Gold – Updated Snapshot (2025) Open-pit Nevada gold developer advancing toward a 2027 construction decision. Still very low market cap and truly undervalued to be ignore!Read more
From $27M Fined of an Incident to 2,000% Gold Miner Opportunities
🪙 Jaguar Mining (JAG.TO / JAGGF) – High-Torque Brazil Gold Producer Snapshot (2025) Latest Snapshot (as of late 2025) Mines & assets Producing mine: Pilar (Brazil). Turmalina mine: temporarily suspended after a dry-stack tailings incident in Dec 2024; restart and remediation plan in progress.Read more
NVIDIA's future hinges on $400b revenue and AI software dominance
Nvidia will hit $400b annual revenue in 5 years time. ~90% of revenue will come from data centre customers.Read more
Karoooo biast prediction
Karooooo is continuing to expand in Southeast Asia, leveraging favorable market conditions and an underpenetrated market. The Southeast Asian telematics market is projected to grow at a CAGR of 11.53% from 2024 to 2029, adding c3.4m IoT devices.Read more
Medium term lower revenue growth implies falling expectations and thus lower future PE acceptance.
This narrative is brief and simply stands on the shoulders of the recent aggregate analysts review (Dec 2024). Put simply, if revenue grows at <15% pa and margins fall to <20% average over next 3 years, that implies a pretty consistent growth rate that contradicts the high PE ratio for this stock.Read more
