Global Community
Our community narratives are driven by numbers and valuation.
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Global Weekly Picks
TMX Group will thrive with 33.3% profit margin and enduring market moat
Palantir Technologies will drive revenue growth by 50% over the next 5 years
Unique “boots on the ground” software integration strategy by deploying engineers on site to ensure adoption and synergies are achieved. This is also accomplished through the 500+ AIP bootcamps offered by Palantir to ensure operational on-boarding and user engagement.Read more
Grangex is set to achieve a 191.89% revenue growth in five years
Based on the ramp-up of GRANGEX’s key mining projects (Dannemora, Sydvaranger, Apatit) and industry price forecasts, a potential annual revenue for 2030 is roughly SEK6.5 billion. This estimate assumes: Full-scale commercial production (starting 2027–2028) from Dannemora and Sydvaranger mines.Read more
PVA TePla's New Strategy Aims for 22% Revenue Growth in Semiconductor Recovery
Summary Founded on 1977, PVA Tepla is a German company that operates through Semiconductor Systems and Industrial Systems segments. They are material science experts.Read more
Saudi Telecom set to evolve into a digital powerhouse with strong government backing
In the next 5 years , STC (Saudi Telecom Company) is likely to evolve into a leading regional digital powerhouse with a strong presence in telecommunications, technology, and digital services. Here’s why: 1.Read more
Accenture's Revenue to Climb 5% with a Promising 11% Profit Margin Boost
Fundamental 1) Valuation & Quality Multiples: TTM P/E ~20.3x , Forward P/E ~18.1x , EV/EBITDA ~13.3x , P/S ~2.36x , P/B ~5.21x (all trending well below 2024 peaks). Scale & Efficiency: Revenue (TTM) ~US$68.5B , Operating margin ~16.8% , Net margin ~11.6% , ROE ~26.9%.Read more
Nova Ljubljanska Banka d.d will expect a 11.2% revenue boost driving future growth
The NLB Banka Vision: Achieving €2.2 Billion Revenue and €1 Billion Profit NLB Banka stands at a pivotal moment in its journey. Guided by a bold vision set forth by its Board of Directors, the bank is primed to transform into a leading financial powerhouse across Southeastern Europe (SEE).Read more
ING leads the pack when it comes to pivoting towards non-lending income
ING, of course, is a bank; and banks don't like falling interest rates, right? For the dominant stream of income is their core business model, i.e. borrowing short-term and lending long-term, reaping the difference in interest rates in the process.Read more
After the AI Party: A Sobering Look at Microsoft's Future
The world has been captivated by the artificial intelligence boom, and no company has ridden the wave of investor enthusiasm quite like Microsoft. Buoyed by its strategic partnership with OpenAI and the integration of AI across its product ecosystem, the company's valuation has soared to unprecedented heights.Read more
Airbnb (ABNB): Still one of the most interesting bets in travel
Key insights Airbnb is changing from a travel-only app to a full lifestyle platform (stays, rentals, experiences) International markets are growing faster than the US, which is slowing down Product experience is improving a lot, with AI making search and booking easier Regulations are becoming a big risk, especially in Europe where listings are getting removed The way people move around the world has changed. It’s not only about holidays anymore.Read more
