Our community narratives are driven by numbers and valuation.
Sector: Agriculture / Edible Oils Analyst View: Exceptional performance — robust volume growth, efficiency gains, and strong earnings momentum sustain market leadership. Executive Summary Presco Plc delivered record-breaking earnings for the nine months ended 30 September 2025, with profit before tax (PBT) soaring 108.2% YoY to ₦139.7 billion.Read more

Executive Summary Ronchess Global Resources Plc reported its unaudited financial statements for the six months ended 30 June 2025, revealing sustained revenue headwinds but notable improvements in cost containment and liquidity management. The Company recorded a loss after tax of ₦1.68 billion, compared to a loss of ₦1.25 billion in the corresponding period of 2024, reflecting continued margin pressure and elevated finance costs despite operational cost improvements.Read more

Green Landscape est un réseau décentralisé de micro-champions locaux dans la gestion des espaces verts, offrant un service de proximité à haute valeur ajoutée dans un marché fragmenté à forte barrière à l’entrée. Après des années d’intégration top-down peu performante, le groupe opère un pivot stratégique vers une structure agile, focalisée sur la rentabilité et la satisfaction client locale.Read more
Entravision Communications has evolved far beyond its legacy U.S. Hispanic radio and TV business. Today, ~80% of its revenue comes from international digital advertising, where it serves as a local execution partner for global platforms like Meta, TikTok (ByteDance), and Google.Read more
Conservative Scenario: On Average for next 5 years (so, next 12 months these might be worse but it will eventually recover and could show these averages over 5 years): 8% yearly Revenue Growth Rate. 22% Margin.Read more
Conservatively assumes: 20% yearly Revenue Growth Rate (currently 22.87% as of 2025-11-12), assuming demand for AI products slightly tapers off, and new markets that NVDA is developing for their products fail to pan out. 45% Net Profit Margin due to increased competition for Market Share, Compensation, R&D, etc (currently 52.41% as of 2025-11-12).Read more
Conservatively assumes: 15% yearly Revenue Growth Rate (currently 17.22% as of 2025-11-12), assuming demand for network switches eventually tapers off. 35% Net Profit Margin due to increased competition for Market Share, Compensation, R&D, etc (currently a whopping 39.73% as of 2025-11-12).Read more
Adobe (NASDAQ: ADBE) delivered another record quarter, signaling that its transition into an AI-powered creative and document platform is translating into real financial performance. For the third quarter of fiscal 2025, revenue rose 11 percent year over year to $5.99 billion , while diluted earnings per share came in at $4.18 on a GAAP basis and $5.31 on a non-GAAP basis.Read more
Snowflake (NYSE: SNOW) continues to prove it is more than a data warehouse company. In the second quarter of fiscal 2026, revenue reached $1.1 billion, up 32 percent year over year, with product revenue accounting for $1.09 billion.Read more