Global Community
Our community narratives are driven by numbers and valuation.
Community Investing Ideas
Global Weekly Picks
Helen of Troy (HELE): A $70 Balance Sheet in a $26 Dress
Helen of Troy remains an oversold gem. A seller of a variety of home and cleaning products, the company has pulled back over the course of 2025 from the $60 range to less than $26 per share.Read more
LifeMD is a diamond in the making
Telehealth is the future of healthcare in america and around the world. Most people don’t want to wait hours in the hospital or even weeks for an appointment.Read more
Gold producer with strong balance sheet and good upside
Pantoro Ltd is a mid-tier producer in Australia. They are producing around 100,000 oz (Norseman).Read more
Navigating Tariff Turbulence with Resilience and AI-Driven Growth
As of April 12, 2025, Apple Inc. (AAPL) is navigating a complex landscape marked by significant challenges and resilient strengths.Read more
Vanguard Growth ETF Portfolio (VGRO)
Overview VGRO is a diversified, low-cost ETF designed for long-term growth. It holds a mix of Canadian, U.S., and international equities , along with some fixed-income assets to provide stability.Read more
Intervalo de avaliação de $2,06 a $3,80. Insiders compraram recentemente a $2,86
No modelo DCF a avaliação atual varia entre $2,06 com WACC 9,31% com taxa terminal de 2% (conservadora) O modelo de avaliação por comparação com os pares aponta para $2,29 O modelo Simply Wall Street com as mesmas premissas que utilizado no moderno DCF: WACC= 9,31% avalia a ação em $3,80 O PEG fwd aponta para PE =69X para 2025 e taxa crescimento EPS a médio prazo de 40% está um pouco sobrevalorida PEG=1,74. Para PEG=1 a ação estaria a cotar no 2,80 o que coincide com a cotação atual.Read more
An amazing opportunity to potentially get a 100 bagger
QuantumScape: From Ambitious Science to the Cusp of a Battery Revolution Links to my detailed research videos https://www.youtube.com/playlist?list=PLTxyzjHIS6phTvuEN20Iv5uA1g9qLcmc5 QuantumScape (QS) , a company that for years was often dismissed as a mere "science project" by skeptics, has definitively transformed into a formidable business on the verge of real-world impact1.... Having chosen the "Hard Path" to tackle fundamental battery challenges, QuantumScape's journey, spanning over a decade and fueled by approximately $1.5 billion in funding (with roughly $300 million strategically deployed to date), is now poised for commercial success3....Read more
Kodiak AI - a potential 100 bagger opportunity?
Kodiak AI - a potential 100 bagger opportunity? Investment Analysis: Kodiak AI, Inc.Read more
A Case for CAD 3.53 (X35) before the end of 2028
Abcourt Mines Inc. is a Canadian gold exploration and development company focused on properties in northwestern Quebec.Read more
