Global Community
Our community narratives are driven by numbers and valuation.
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Global Weekly Picks
Great dividend, add on dip
This is one of three major benefits the company brings to the table: As I just briefly explained, the company has a high-margin business model, as it does not incur drilling costs. The Permian is home to almost half of all onshore horizontal rigs in the United States.Read more
The accessible-luxury jewelry brand Pandora posted 8% same-store sales growth in the U.S. last year.
U.S. jewelry sales advanced a tepid 1.3% in 2024, driven primarily by price increases as the number of units sold dropped 1.6%, according to industry analyst Edahn Golan of Tenoris. Yet, while American consumers largely hit the pause button on new jewelry purchases, the accessible-luxury jewelry brand Pandora posted 8% same-store sales growth in the U.S. last year.Read more
Expect a future valuation of 22x as AstraZeneca bets on pipeline strength
Catalysts Most Immediate Catalyst (1–2 Years): Strong Oncology Portfolio Growth: AstraZeneca’s cancer drugs Tagrisso, Imfinzi, Enhertu, and Calquence continue gaining market share, driving double-digit revenue growth in oncology. Respiratory & Cardiovascular Expansion: New approvals and label expansions in Farxiga (diabetes/heart failure) and Tezspire (severe asthma) can drive meaningful sales upside.Read more
Hexatronic Group Will Surf the Fiber Wave to 8% Revenue Growth
Catalysts Most Immediate Catalysts (1–2 Years) Increased Demand for Fiber Networks: As broadband penetration and 5G rollout accelerate across Europe and the Nordics, operators are investing in fiber-to-the-home (FTTH) and backhaul infrastructure—directly benefiting Hexatronic’s product portfolio. Strategic Partnerships & Contracts: Recent contracts with major telecom operators and network integrators boost short-term revenue visibility and enhance Hexatronic’s market presence.Read more
Orkla's Potential for 13% Upside Amid Strategic Transformation
Vad är den ytterligare uppsidan i värderingen med en omstöpningsplan? Orkla befinner sig mitt i ett stort strategiskt skifte - att bryta upp sin konglomeratstruktur och fokusera på kärntillgångarna.Read more
Alphabet's Growth to Surge with Revenue Up 9%
Mi valoración sobre Alphabet, considerando los datos financieros y operativos específicos, se fundamenta en varios puntos clave. Se proyecta un crecimiento estimado del 10% anual durante los próximos tres años, lo cual sugiere una expectativa de expansión constante del negocio principal y las iniciativas emergentes de la compañía.Read more
Overvalued
Warren Buffett would likely not invest in Twilio Inc. at its current stage.Read more
Novo Nordisk will thrive with a 34.7751% profit margin boost
23-apr-2025 Novo Nordisk will face competition in the obisitas and diabetes space. Regulation and insurances may impact its growth.Read more
LifeMD is a diamond in the making
Telehealth is the future of healthcare in america and around the world. Most people don’t want to wait hours in the hospital or even weeks for an appointment.Read more