Global Community
Our community narratives are driven by numbers and valuation.
Community Investing Ideas
Global Weekly Picks
Growth Stock With a Fair Valuation
A Market Leader Driving Innovation and Growth in Business Solutions Fortnox AB is a standout player in the SaaS (Software-as-a-Service) space, providing cloud-based solutions tailored to small and medium-sized enterprises (SMEs). Known for its user-friendly interface, strong customer retention, and expansive ecosystem, Fortnox has become the go-to platform for businesses in Sweden.Read more
Nvidia: A Powerhouse in AI and Semiconductor Innovation
Introduction Nvidia (NASDAQ: NVDA) has long been at the forefront of technological innovation, establishing itself as a dominant player in the semiconductor industry. From its groundbreaking contributions to the gaming world to its central role in artificial intelligence (AI) and high-performance computing, Nvidia’s influence is undeniable.Read more
A Compounding Machine
Evolution AB (EVO) is the undisputed leader in the online live casino market, boasting a business model that combines cutting-edge technology, scalability, and deep industry expertise. With a consistent track record of revenue growth, profitability, and operational efficiency, Evolution is a prime example of a high-margin, high-quality business operating in a growing niche.Read more
Volvo: A Reliable Dividend Stock with Promising Growth Ahead
Intro Volvo AB (VOLV-B) has long been a staple in the global automotive industry, and despite the volatility that has affected markets in recent years, Volvo’s stock remains a promising investment. With a fair value estimate of 270 SEK, and the current price hovering around 250 SEK, Volvo appears to be undervalued, presenting an opportunity for investors looking to add a solid performer to their portfolio.Read more
Avino a case for USD$20 per share within 5 years (assuming $3,500 gold, $100 silver and $4 copper).
Full disclosure. I am a shareholder at the time of writing this.Read more
Diversified Undervalued Engineering Company. Foundation stock for a diversified portfolio or dividend investor.
Catalysts Are there any products or services that could move sales or earnings meaningfully? Lycopodium (LYL) is an engineering consulting company whose core business is building and developing mines for its clients, including in growth areas such as battery minerals and Africa.Read more
Undervalued Micro-Cap: SciDev Positioned to Capitalize on PFAS Water Treatment Boom and Pro-Oil Momentum
This is a micro-cap stock that has barely any sell-side broker coverage, and its core business in providing friction reduction for oil and gas companies in the US will be a big winner given Trump is very pro-oil and gas. However, where we see material value that is under-appreciated by the market is their technology which can treat hazardous man-made chemicals known as Perfluoroalkyl and Polyfluoroalkyl Substances (PFAS).Read more
Deutsche Telekom Will Automate and Innovate to Boost 3.4% Revenue Growth by 2029
Over the next five years (FY 2025–2029), Deutsche Telekom will leverage its transatlantic scale, AI-driven automation and continued 5G/fibre roll-out to deliver mid-single-digit top-line growth, expanding margins, double-digit EPS gains—and trade at a stable mid-teens P/E. Revenue CAGR ≈ 3.4 % At its October 2024 Capital Markets Day, management guided to net-revenue growth of ~4 % p.a. through 2027; consensus extends this to 2029, implying a rise from €115.8 b to €136.5 b—≈ 3.4 % CAGR .Read more
Riding the Defense Boom RENK Sees Revenue Climb at 15% CAGR by FY 2029
In a renewed political landscape where a Trump administration adopts a more interventionist stance toward Ukraine, the United States sharply increases its military aid—providing advanced tank transmissions, power packs, and suspension systems. This pivot alleviates initial concerns among European allies, but it simultaneously reinforces the imperative for Europe to shore up its own defense capabilities.Read more
