Global Community
Our community narratives are driven by numbers and valuation.
Community Investing Ideas
Global Weekly Picks
Gold Fields will shine as Gruyere consolidation and Salares ramp up
TDV Update: As we estimated in December’s Mining & Exploration Monthly Report, at gold prices around $3k, GFI’s share price should be trading closer to $50, as per its net asset valuation. By consolidating ownership of Gruyere, Gold Fields net asset valuation will obviously increase, however this will be offset by share dilution.Read more
Bitcoin Group SE: Undervalued Based on Crypto Asset Holdings
Based on current cryptocurrency holdings, Bitcoin Group SE appears significantly undervalued. As of today, the company's crypto-assets include approximately 3,830 BTC and 10,263 ETH.Read more
Vision of a Global Uranium Upsurge with a Price Target of €0.50
Based on the information available, setting a price target of €0.50 for Global Uranium Corp. (DB:Q3J) appears optimistic.Read more
Can Sleep Cycle Protect Its Competitive Edge Amid Market Challenges?
Sleep Cycle AB — Investment Narrative, Update Q1 2025 Executive Summary Sleep Cycle AB (Nasdaq Stockholm: SLEEP) is the category-leading sleep-tracking app with ~904 000 paying subscribers and a decade-long proprietary data set exceeding three billion recorded nights. The asset-light subscription model generates robust profitability (average EBIT margin ≈ 26 % over 2022-2024) while free cash flow and a net-cash balance (≈ 157 m) support an ordinary plus special dividend.Read more
Salesforce Stock: AI-Fueled Growth Is Real — But Can Margins Stay This Strong?
Salesforce (NYSE: CRM) delivered another strong quarter, proving it can grow revenue while expanding profitability—something investors have demanded for years. For Q2 fiscal 2026 (ended July 31, 2025), revenue climbed 10% year-over-year to $10.2 billion , with subscription and support revenue up 11% to $9.7 billion.Read more
Shopify: The Quiet Shift From Store Builder to Commerce Operating System
Shopify (NYSE: SHOP) is no longer just a tool for building online stores. Over the past few years, it has been steadily transforming into a full-stack commerce platform that touches nearly every layer of a merchant’s business—from storefronts and payments to logistics, marketing, and increasingly, artificial intelligence.Read more
UnitedHealth Stock: Why Scale, Data, and Integration Still Matter in U.S. Healthcare
UnitedHealth Group (NYSE: UNH) sits at the center of the most complex and expensive system in the American economy: healthcare. While many insurers compete primarily on pricing and network breadth, UnitedHealth has spent the last decade building something structurally different.Read more
HOCHTIEF's Revenue Surges to Over €50 Billion by 2029 with a 9% Growth Rate
1. Revenue Growth HOCHTIEF will continue to concentrate on cutting‑edge construction technology (Turner) as well as energy‑transition and infrastructure projects (CIMIC, Engineering & Construction).Read more
Interesting to compare to Hyundai
Ignoring politics and the media circus around this company, I look at what I think is it's closest competitor: Hyundai. Deliveries in 2024/2025: Hyundai delivered 7.23 million vehicles Tesla delivered 1,789,226 vehicles But Tesla markets itself as more than a car company; saying that its future is in robotics, AI and robotaxis.Read more
