Global Community

Catalysts Spotify will add new revenue through ads and audiobooks streams contributing up to 2B new revenue in upcoming 3 years Spotify price increases will increase their subscription revenue by 20% with less than 1 percent loss of subscribers Assumptions Spotify MAU growth rate will slow dowb by 1% YoY for next 4 years as they have reached most of the globe already Spotify will add new revenue streams contribuiting upto 1B new revenue in upcoming 3 years Risks not much Are there any industry tailwinds this stock is benefitting or hindered from?

Exceptionally well-positioned Microsoft is exceptionally well-positioned to lead the enterprise software and cloud landscape in the age of artificial intelligence. With Azure (cloud infrastructure), Microsoft 365 (productivity), GitHub & Copilot (developer tools), Xbox & Activision (gaming), and Dynamics & LinkedIn, Microsoft offers a uniquely integrated and diversified product ecosystem.

Pinterest has the potential to significantly grow both revenue and profitability over the next five years, driven by product innovation, improving monetization, and growing advertiser interest in high-intent audiences. Key catalysts include the deepening partnership with Amazon, the rollout of advanced ad tools and video formats, and international ARPU growth.

Catalysts Are there any products or services that could move sales or earnings meaningfully? Are there any industry tailwinds this stock is benefitting or hindered from?

State Street bought @ $2.97

Apple's future pe ration is good.

Company Overview Silver Storm Mining Ltd. is a Canadian mineral exploration company focused on silver projects in Durango, Mexico, owning: La Parrilla Silver Mine Complex: A past-producing mine with 41 concessions (69,478 hectares), a 2,000 tpd processing facility, and historical production of 34.3 million silver-equivalent ounces (AgEq) from 2005 to 2019.

Conservative Estimate (Dividend Yield): PHP 538 Base Case (P/E & Blended): PHP 684 Optimistic Case (DDM Growth Model): PHP 860 Fair Value Estimate: PHP 630 per share, with a possible trading range of PHP 538 - 860.

Brambles Limited (ASX: BXB) – A Practical Pillar of Global Logistics Brambles is an Australia-based logistics company with operations in over 60 countries, best known for its CHEP-branded pallet pooling system. Founded in 1875, it has evolved into a key enabler of global supply chains, particularly in fast-moving consumer goods (FMCG), retail, pharmaceuticals, and agriculture.