Global Community
Our community narratives are driven by numbers and valuation.
Community Investing Ideas
Global Weekly Picks
HOCHTIEF's Revenue Surges to Over €50 Billion by 2029 with a 9% Growth Rate
1. Revenue Growth HOCHTIEF will continue to concentrate on cutting‑edge construction technology (Turner) as well as energy‑transition and infrastructure projects (CIMIC, Engineering & Construction).Read more
Interesting to compare to Hyundai
Ignoring politics and the media circus around this company, I look at what I think is it's closest competitor: Hyundai. Deliveries in 2024/2025: Hyundai delivered 7.23 million vehicles Tesla delivered 1,789,226 vehicles But Tesla markets itself as more than a car company; saying that its future is in robotics, AI and robotaxis.Read more
Moon Bagger
Assuming Tesla successfully competes with Uber in all markets with 10 million robotaxis and produces 10 million Optimus robots per year by 2030, while its EV business follows its current trajectory, a reasonable share price estimate is approximately $2,500, implying an $8 trillion market cap. This assumes significant execution success, 30–50% robotaxi market share, and Optimus adoption.Read more
Siemens will see steady growth with a revenue boost of 5% annually
Over the next five fiscal years Siemens should compound steadily. The company’s Financial Framework targets 5 – 7 % comparable revenue growth per year; using the 5 % midpoint, sales rise from €75.9 bn in FY-2024 to c.Read more
EU#2 - From Humble Beginnings to Global Powerhouse
Novo Nordisk, one of the world’s leading pharmaceutical companies, has a unique and inspiring origin story rooted in personal tragedy and scientific curiosity. The company’s roots date back to the 1920s, when Danish Nobel laureate August Krogh, a renowned physiologist, and his wife Marie, who suffered from type 2 diabetes, traveled to Canada.Read more
Regulatory risk has increased and is not reflected in forward narrative
Q1 25 RESULTS - CFO mentioned regulatory risk in Europe. "In addition, we continue to monitor an active regulatory landscape, including legal and regulatory headwinds in the EU and the U.S. that could significantly impact our business and our financial results.Read more
Staggered by dilution; positions for growth
Near term excitement and AI frenzy buyers have driven the share price into dilution and undervaluation thanks to current market uncertainty and volatility. APLD relies heavily on their contracts to sustain growth which for the near and mid term appears to remain solid in the presence of increased demand for high capacity, high speed infrastructure.Read more
The "Google Maps" of Cancer Biology – Data is the Moat
Caris Life Sciences ($CAI) is the "Big Data" play of the biotech world. While companies like Recursion ($RXRX) use AI to find drugs, Caris uses AI to tell doctors which drug to use for a specific patient.Read more
The "End-to-End" Space Prime – The Only Real Competitor to SpaceX
Rocket Lab is currently mispriced as just a "small launch" company. This view ignores its rapid transformation into a diversified space prime.Read more
