Global Community
Our community narratives are driven by numbers and valuation.
Community Investing Ideas
Global Weekly Picks
Nagarro's Digital Leap could Propel Revenue by 10% Over 5 Years
Here is a structured summary of the Nagarro investment narrative (Base Case) : Nagarro 5-Year Investment Narrative (Base Case) Company Overview: Nagarro SE is a German-headquartered digital engineering and IT consulting company specializing in cutting-edge technologies such as cloud transformation, artificial intelligence, and digital product development. It serves a global client base across various industries, including automotive, healthcare, finance, and manufacturing.Read more
From 8 052 € to 300 € ?
450% in 5 years On April 17, 2025, Armin Papperger, Rheinmetall's CEO, said he expects orders to grow 450% by 2030. Source: https://finance.yahoo.com/news/rheinmetall-ceo-expects-order-book-113644072.html Price 8,052 EUR The share price at the time of this information on 17/04/2025 was 1,464 EUR Price estimate for 2030: 1,464 + 450% = 8,052 EUR NATO spending in Europe 17/04/2025 The results of the NATO Summit held 24-26 June 2025 in The Hague, where it was agreed to increase defence spending to 3.5% of GDP and transport and IT infrastructure spending at 1.5% each year until 2035, were not yet known.Read more
Abu Dhabi Ports Company PJSC will transform with a 15x future PE
Valuation Narrative: Abu Dhabi Ports Company PJSC Fair Value Estimate: AED 8.86 Current Market Price: AED 3.99 (as of May 30, 2025) Implied Upside: +122% Assumptions Driving Fair Value Metric Assumption Revenue Growth Rate (CAGR) 10% – 15% Net Profit Margin 10% – 11% Forward P/E Ratio 13x – 15x Discount Rate 10% Forecast Horizon 5 Years Valuation Rationale Strong Revenue Trajectory AD Ports posted AED 17.3 billion in revenue for 2024, with Q1 2025 showing 18% YoY growth. A forward-looking CAGR of 10–15% reflects stable demand across ports, logistics, and free zones, bolstered by international acquisitions.Read more
Geospatial intelligence takes center stage as Intermap anticipates strong revenue surge
Intermap Technologies is a Canadian company operating in the geospatial intelligence sector, specializing in high-resolution 3D mapping data and terrain analytics. The company has built one of the most comprehensive proprietary global elevation datasets and offers its solutions as both data products and recurring software-as-a-service (SaaS) tools.Read more
room for higher margins
Phillips 66 (PSX) is often considered undervalued for several reasons. Investment analysis typically looks at various factors to determine if a company's stock might be undervalued and whether it has the potential to achieve higher profit margins.Read more
Amazon's high growth, high tech segments propel its profits, while traditional segments plod along
Amazon is a company of two sides - A high tech, high margin side, comprising its AWS, Advertising and subscription services segments; and its more traditionally known low margin, high volume stores and third-party seller segments. These two sides form a cohesive whole.Read more
Titan Cement (TITK:ATH) – Target Price Valuation (3Y Target based on June 2025) 50€
Disclaimer: As a private investor, I share this personal analysis of Titan Cement for educational purposes. This is NOT investment advice This analysis is provided for informational and educational purposes only.Read more
MAGI needs to improve its Free Cash Flow.
To identify the value of MAG Interactive I did a Discounted Free Cash Flow (FCF) analysis for the next 16 years. A statistical approach was used.Read more
DLocal's Future Growth Fueled by 35% Revenue and Profit Margin Boosts
1. Continuous Product and Service Expansion DLocal emphasizes continuous investment in developing new products and services.Read more