Global Community
Our community narratives are driven by numbers and valuation.
Community Investing Ideas
Global Weekly Picks
Scenario: 15% yearly Revenue Growth (past 5 years is cumulative 34.4%!), 35% Margin, 10% risk discount.
Conservatively assumes: 15% yearly Revenue Growth Rate (currently 17.22% as of 2025-11-12), assuming demand for network switches eventually tapers off. 35% Net Profit Margin due to increased competition for Market Share, Compensation, R&D, etc (currently a whopping 39.73% as of 2025-11-12).Read more
Adobe Stock: AI-Fueled ARR Growth Pushes Guidance Higher, But Cost Pressures Loom
Adobe (NASDAQ: ADBE) delivered another record quarter, signaling that its transition into an AI-powered creative and document platform is translating into real financial performance. For the third quarter of fiscal 2025, revenue rose 11 percent year over year to $5.99 billion , while diluted earnings per share came in at $4.18 on a GAAP basis and $5.31 on a non-GAAP basis.Read more
Snowflake Stock: AI Tailwinds Lift Growth, But Compute Efficiency Remains the Real Test
Snowflake (NYSE: SNOW) continues to prove it is more than a data warehouse company. In the second quarter of fiscal 2026, revenue reached $1.1 billion, up 32 percent year over year, with product revenue accounting for $1.09 billion.Read more
AIP Powering Palantir's Unstoppable Growth
Palantir Technologies (PLTR) continues to hold its lead in megamarkets of data analytics and AI with strong financial performance and value creation through strategic developments. In Q3 2024, Palantir reported a record net income of $144 million , the highest quarterly profit since its founding.Read more
Vanguard Growth ETF Portfolio (VGRO)
Overview VGRO is a diversified, low-cost ETF designed for long-term growth. It holds a mix of Canadian, U.S., and international equities , along with some fixed-income assets to provide stability.Read more
ASELSAN: Turkey's Defense Electronics Giant and Strategic National Asset
Key aspects of ASELSAN Foundation and ownership: The Turkish Armed Forces Foundation created it, and it still maintains a majority stake (around 74-75%) in the company. ASELSAN was publicly listed on the Istanbul Stock Exchange (Borsa Istanbul) in 1990.Read more
The capitalist colossus that makes your parcels magically appear, powers half the internet, and knows your shopping habits.
1. The Empire of E-Commerce + Everything Else Amazon is the unchallenged king of U.S. e-commerce , with over 37% market share — Walmart is still staring at the rearview mirror.Read more
Unlock value through strategic pivot towards descentralised model.
Green Landscape est un réseau décentralisé de micro-champions locaux dans la gestion des espaces verts, offrant un service de proximité à haute valeur ajoutée dans un marché fragmenté à forte barrière à l’entrée. Après des années d’intégration top-down peu performante, le groupe opère un pivot stratégique vers une structure agile, focalisée sur la rentabilité et la satisfaction client locale.Read more
Positionnement leader dans niche, 4x FCF, marché en déclin plus résilient que ce que le marché prévoit
Entravision Communications has evolved far beyond its legacy U.S. Hispanic radio and TV business. Today, ~80% of its revenue comes from international digital advertising, where it serves as a local execution partner for global platforms like Meta, TikTok (ByteDance), and Google.Read more
