Global Community
Our community narratives are driven by numbers and valuation.
Community Investing Ideas
Global Weekly Picks
Declining Notebook Sales And A Shift Away From Console Gaming Will Hurt Earnings Growth Potential
Key Takeaways Competition from free Office Productivity software will likely cause seat growth to decline for home and commercial customers Increased smartphone compute power and diminishing compute needs will see Notebook sales decline A shift towards PC and mobile gaming will be detrimental to Xbox console sales and services Catalysts Stagnating Growth in Microsoft Office Revenue Microsoft’s Office suite has been a staple in workplaces and home offices for years, but competition from free cloud-based alternatives like Google Docs and other vendors like Apple, Cisco Systems, Meta, IBM, Okta, Proofpoint, Slack, Symantec, Zoom, and numerous web-based and mobile application competitors are jeopardising this key revenue stream. The issue for Microsoft here is simple; what matters most to customers is convenience, cost and simplicity, and with Office providing a similar product at an elevated price for consumers means that plenty of users which switch to alternatives like Google Moreover, there was a significant price hike in Microsoft 365 and Office 365 business prices by as much as 20 percent in March 2022.Read more
Google Search Continues to Dominate + Google Cloud Grows
Meaning During the tech bubble of the late 90’s, Larry Page and Sergey Brin founded Google which later went public in 2004. Larry and Sergey’s founding motto, “Google is not a conventional company.Read more
Online education for the curious ones who seek knowledge
Education is broken. Public schools have become battlegrounds that serve the lowest common denominator.Read more
Growing cities and growing traffic may lift Kapsch Trafficom
A company that offers road tolling systems and traffic management systems. After share price being up as high as 50 Euros a few years ago, the share price started going South.Read more
British American Tobacco: Navigating a Complex Transition That Warrants a High Fair Value
Management Summary / Key Takeaways British American Tobacco (BAT) is undergoing a strategic transformation that warrants a more optimistic forward-looking analysis than many observers currently provide. Key features of BAT's complex transition include: Dual focus on diversification and careful claims management, balancing the shift away from traditional tobacco while managing legal challenges.Read more
Hektar REIT's 3Q2024 Results: Positive
28 November 2024 Catalysts 1. Hektar REIT (KLSE: 5121) portfolio of retail and education properties throughout Malaysia.Read more
Underwater Bond Holdings Will Squeeze its Net Interest Margin
Key Takeaways Banks are being forced to offer higher rates to keep deposits. Lending will remain slow, which will squeeze net interest margins.Read more
if gold reaches $4,000 per oz
To estimate Orezone Gold’s stock price if gold reaches $4,000 per oz, we will consider several factors such as production growth, costs, and potential valuation multiples. Here’s the step-by-step process: ### Key Assumptions: 1.Read more
Tommorow Morning will be a Beat added to their records.
Citizens Financial is currently $43.60. They will be releasing their quarterly report tomorrow morning during Pre-Market.Read more
