Global Community
Our community narratives are driven by numbers and valuation.
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Global Weekly Picks
Cardiac marker could be a hit
In 5 years, the company should still be thriving, entering new markets and expanding in existing ones. Positive passage of the third stage of testing of a new cardiac marker could help.Read more
Zscaler faces tense competition from Palo Alto and Crowdstrike
Catalysts Products and Services : Zscaler is revolutionizing cloud security with the industry’s first Security as a Service platform. Their innovative solutions are used by more than 5,000 leading organizations, including 50 of the Fortune 500.Read more
PDD: A Rising Underdog in China's Ecommerce
Catalysts Group Buying Model: PDD’s unique appeal lies in its group buying function. Users can join groups to purchase items at lower prices.Read more
Defense growth potential.
WHY? Rheinmetall’s stock could justify a valuation of $430 due to its strategic positioning in the defense and automotive industries, particularly as global defense spending rises amidst growing geopolitical tensions.Read more
High Growth Opportunities And Categorical Risk Factors Increase The Range Of TSMC’s Valuation
Key Takeaways TSMC is the current leader in chip manufacturing, boasting the most advanced technology and a strong customer base High-Performance Compute (HPC), AI, and EVs will drive growth, while the smartphone market slowly becomes saturated Their specialization strategy optimizes chips for specific use cases, allowing them to maintain their edge Peers are catching up, and a capital intensive industry will lower the bottom-line for investors TSMC has a high intrinsic value, but their exposure to China expands the risk to reward range Catalysts TSMC Will Remain Market Leader Key semiconductor competitors differ in their innovation and business approach. Roughly speaking, the quality of a semiconductor tends to be judged by its size, the smaller it is, the more transistors you can fit on a chip.Read more
I have good reasons why I increased my investement in IFX
Main “Take aways”: - You get a good managed company, with a healthy balance sheet, at a fair price. - There is more “future” than you can see in the Snowflake.Read more
Earnings Beat
Zion Bank will be releasing their Quarterly Earnings Report on 10-21-24. 4 out of 4 of their last reports were all beats.Read more
ABNB: Steady Ascent and Prudent Projections
Catalysts Millennial and Gen Z Preferences : The growing preferences of Millennial and Gen Z travelers favor Airbnb over traditional hotels. Airbnb’s unique listings appeal to these demographics’ desires for authentic, local stays and memorable experiences.Read more
Silver's stock price if silver hits $100 per ounce
To estimate First Majestic Silver's stock price if silver hits $100 per ounce, we can use a free cash flow (FCF) valuation method based on the company's projected performance at higher silver prices. Here's how to break it down: ### Key Assumptions from the Data: - Projected Free Cash Flow (FCF) at $100 silver: $2 billion.Read more
