Our community narratives are driven by numbers and valuation.
The true definition of a "Bullish Signals" is sometimes played out to Truly Be a Bearish Signal. Tesla is one that proves that controlling the media can truly bring any company to where they are.Read more
1. Current Data Snapshot (as of March 6, 2025) XTB is a Warsaw-based brokerage firm specializing in retail and institutional trading of financial instruments, including CFDs, forex, stocks, and ETFs. Here’s what we can infer from available data up to this point: Stock Price Performance: XTB hit an all-time high of 78.00 PLN on January 21, 2025, with a market cap around 7.89 billion PLN (as per TradingView data).Read more
Catalysts Record backlog in High Voltage (€6.2B in 2024). Growth in global electrification (CAGR 7% until 2028).Read more

Karooooo is continuing to expand in Southeast Asia, leveraging favorable market conditions and an underpenetrated market. The Southeast Asian telematics market is projected to grow at a CAGR of 11.53% from 2024 to 2029, adding c3.4m IoT devices.Read more
This narrative is brief and simply stands on the shoulders of the recent aggregate analysts review (Dec 2024). Put simply, if revenue grows at <15% pa and margins fall to <20% average over next 3 years, that implies a pretty consistent growth rate that contradicts the high PE ratio for this stock.Read more

HF Sinclair Corporation represents an intricate investment proposition in the ever-shifting dynamics of the energy sector. Against the background of recent underperformance, a combination of factors suggests probable undervaluation, for which a closer look might be warranted.Read more
PayPal is the classic "Value Play" in a tech world obsessed with hype. After a period of margin compression and leadership transition, the "Alex Chriss Turnaround" is fully underway.Read more

Evaxion Biotech is a micro-cap TechBio company punching significantly above its weight class. While the market views it as a small preclinical player, its proprietary AI-Immunology™ platform has already secured a massive validation: a partnership with Merck (MSD).Read more

Recursion Pharmaceuticals is currently at a critical inflection point. For years, the company was viewed as a "science project"—a high-tech platform promising to revolutionize drug discovery with AI.Read more
