Global Community
Our community narratives are driven by numbers and valuation.
Community Investing Ideas
Global Weekly Picks
The "Google Maps" of Cancer Biology – Data is the Moat
Caris Life Sciences ($CAI) is the "Big Data" play of the biotech world. While companies like Recursion ($RXRX) use AI to find drugs, Caris uses AI to tell doctors which drug to use for a specific patient.Read more
The "End-to-End" Space Prime – The Only Real Competitor to SpaceX
Rocket Lab is currently mispriced as just a "small launch" company. This view ignores its rapid transformation into a diversified space prime.Read more
The "David vs. Goliath" AI Trade – Why Second Place is Worth Billions
While Nvidia captures the headlines, AMD is capturing the "spillover." The AI accelerator market is projected to reach $400 Billion by 2027. AMD does not need to beat Nvidia to win; it only needs to capture 10-20% of this massive TAM (Total Addressable Market).Read more
Q3 Outlook modestly optimistic
Hololive's Cover Corporation continues to experience margin compression due to excessive spending, increased annual salaries with employees working with Unity, Unreal and their Metaverse project and delayed response to Japan-U.S. tariff trade issues. Q3 will see a partial return to normal merchandise sales to the U.S. with Cover finally responding to shipping costs beginning mid November 2025.Read more
Near zero debt, Japan centric focus provides future growth
AnyColor Inc’s FY 2025 provided solid evidence that refocusing their business structure and resources would provide the necessary catalyst to achieve self sufficiency in a market largely plagued by lack of imagination and stagnation. Realizing their lack of understanding in an English market and audience, a refocus on the Japanese and Asian markets have produced significant results, cut costs and as a result shareholders have rewarded Nijisanji’s efforts with strong market backing which propelled their share price past all-time highs.Read more
TAV Havalimanlari Holding will fly high with 25.68% revenue growth
Key Investment Theses: Transition from Investment Cycle to Dividend Cycle: 2025 marks a turning point in free cash flow (FCF) with the completion of the Antalya and Ankara investments. In 2026 and beyond, with the decreasing CapEx requirement and the commissioning of new capacities, the company's debt ratio (Net Debt/EBITDA) is projected to rapidly decline below 3.0x and achieve strong dividend-paying capacity.Read more
Orkla's Potential for 13% Upside Amid Strategic Transformation
Vad är den ytterligare uppsidan i värderingen med en omstöpningsplan? Orkla befinner sig mitt i ett stort strategiskt skifte - att bryta upp sin konglomeratstruktur och fokusera på kärntillgångarna.Read more
Overvalued
Warren Buffett would likely not invest in Twilio Inc. at its current stage.Read more
Fully Permitted Gold Mine with 50 Baggers Potential
1911 Gold – Updated Snapshot (September 2025) Latest verified facts The company commenced a PEA on the True North restart in late August 2025 with AMC Consultants; a short trial mining campaign (3–5 months) is planned to validate methods and economics ahead of a bulk sample. Newswire+1 Corporate presentation (Sept 9, 2025) shows 262.32M shares outstanding (296.19M fully diluted) and ~C$15.2M cash including a recent financing.Read more
