Global Community
Our community narratives are driven by numbers and valuation.
Community Investing Ideas
Global Weekly Picks
Hermès - Expensive bags, and expensive stock. And the story of €14 billion of bearer shares gone missing.
Good growth potential under bullish market conditions
Catalysts Duolingo Max, featuring AI-enabled features, somewhat positively adopted. Steady growth continue in current market conditions.Read more
Opthea Test
Key takeaways: Opthea's sozinibercept (in phase 3 trials) offers a breakthrough in eye care as a complementary treatment that could significantly improve outcomes for wet AMD patients alongside existing therapies. Wet AMD treatment is a $15 Billion global market,.With no other product in the pipeline addressing the same mechanism of action, Opthea is strategically positioned as a unique player in the market.Read more
Nickel Asia upside with FV estimate Php5.18 is significant at 128%
NIKL: Sale of Coral Bay to boost profits and cash flow for new investments NIKL signs agreement to sell stake in Coral Bay. NIKL disclosed that it has signed an agreement to sell its 15.625% shareholdings in Coral Bay Nickel Corp.Read more
At gold prices rise to $3,000 per oz
To estimate the potential stock price of Barton Gold if they achieve their production targets and gold prices reach $3,000 per oz, we’ll break down the numbers based on your provided details. ### Assumptions and Inputs 1.Read more
Billions will be generated year over year. It's just the beginning.
Spotify: It's just the beginning. Het monetiseringsproces is nog maar net begonnen.Read more
AMD’s Game-Changing Q3 Highlights
Advanced Micro Devices, Inc. (AMD) continues to thrive in the semiconductor industry, leveraging strategic expansions and innovations against surging demand driven by AI and data center growth.Read more
Short Term Take: NVIDIA GPUs will power the rebound from a supposed tech overreaction
NVIDIA's stock price has recently declined to $116, which I perceive as an overreaction by the market. I have entered a position from to $128 and executed a swing trade from $128 to a TP of $141, based on technical analysis indicating a potential rise to close the gap at $141.Read more
Silver at $100/oz
Dolly Varden Silver: Valuation and Potential Analysis Key Metrics: Resource Estimate: Dolly Varden: 50M oz silver (300 gpt). Homestake Ridge: 1M oz gold (4.5 gpt) + 20M oz silver.Read more
EU Regulations And Poor Emerging Market Strategy Will Erode Margins And Limit Sales Growth
Key Takeaways Over-reliance on new market penetration could prove to be unfruitful, while the world continues to grapple with cost-of-living pressures. Poor emerging market strategy could lead to failure in India and South America due to prohibitive costs.Read more
