Our community narratives are driven by numbers and valuation.
Overview of Nanogroup and the NanOX Project Nanogroup is focused on addressing the critical shortage of organs for transplantation, particularly kidneys, which are essential for treating end-stage renal disease. The organization has developed an innovative solution known as the NanOX system , designed to improve the availability, preservation, and success rates of kidney transplants.Read more
1. Current Business (Present Narrative): DigitalOcean is a cloud computing provider focused on small and medium-sized businesses (SMBs) , startups, and developers.Read more
I may be showing my age here, but I feel that a decade or so ago, shopping at JB Hi-Fi was a different experience. There seemed to be a deliberate policy of employing sales staff from alternative subcultures, which gave the stores a unique, edgy vibe.Read more

Why Amazon? Amazon revolutionized the way consumers shop.Read more

Lucid Group Inc. (LCID), currently trading at $2.76 per share, has faced significant challenges, including a 2.12% decrease in revenue to $595.27 million in 2023 and a 116.8% increase in losses, totaling $2.83 billion.Read more

Q1 2025 Update Very weak quarter both in terms of order intake 142 mUSD (also including about 30 mUSD for "as a service" orders) vs 182 last Q!, no implications for long term valuation. No need to rush in to this stock.Read more
Why I Like Nvidia Revenue growth has been outstanding over the past five years, suggesting that the company is capturing significant market share during this period. Earnings per share (EPS) have significantly outperformed competitors, with an annual increase of 86% over the last five years.Read more

The supermarket chain Coles is the kind of “boring” business that may have been overlooked as an investment opportunity. Although it was divested from Wesfarmers in 2018, Coles’ heritage traces back to 1914 — giving it over 110 years of history.Read more

1. Cybersecurity Is Non-Negotiable Fortinet isn’t optional.Read more
