Global Community
Our community narratives are driven by numbers and valuation.
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Global Weekly Picks
TMX Group will thrive with 33.3% profit margin and enduring market moat
Proximus: The State-Backed Backup Plan with 7% Gross Yield and 15% Currency Upside.
Proximus: A Quiet Backup Plan Delivering 7% Gross Yield and Currency Upside The State-Backed Backup Plan with 7% Gross Yield and 15% Currency Upside. Proximus currently offers investors a solid gross dividend yield of around 7%, translating to approximately 5% net return after typical 30% taxes.Read more
A Quality Grocer at a Crossroads
Catalysts Sprouts Farmers Market's transformation under CEO Jack Sinclair is delivering exceptional results. The company generated $4.46B in revenue during H1 2025 (+18% YoY) while expanding gross margins to 39.2% from 38.1%—a remarkable achievement in the razor-thin grocery industry.Read more
Palantir: Redefining Enterprise Software for the AI Era
Company Overview Founded in 2003 by Peter Thiel, Alex Karp, Stephen Cohen, Joe Lonsdale, and Nathan Gettings, Palantir Technologies emerged from the shared vision of transforming how data could be used to solve complex problems. Peter Thiel, a co-founder of PayPal and a prominent venture capitalist, brought his knack for identifying transformative opportunities.Read more
The "Molecular Pencil": Why Beam's Technology is Built to Win
The "Molecular Pencil": Why Beam's Technology is Built to Win The investment thesis in Beam Therapeutics is a long-term, high-conviction bet on a fundamental technological shift in genetic medicine. While first-generation gene editors like CRISPR-Cas9 function as "molecular scissors," they are an inherently disruptive tool.Read more
Why Vertical Aerospace (NYSE: EVTL) is Worth Possibly Over 13x its Current Price
Once again, I boldly foretell a future possibility for the years ahead. Some reading this may scoff, or may laugh and move on.Read more
IREN's Bold Moves in Sustainable Bitcoin Mining & AI Data Centers
A Note to New Readers: Welcome. What you are about to read is my original narrative for IREN, first published in September 2024.Read more
Snap-on: A Century-Old Business Still Holding Its Edge
Over the past two to three decades, Chinese manufacturing has supplied the world with cheap and generally reliable tools. For an American business to not only survive this period but prosper is impressive—and worth a closer look.Read more
Increasing revenue at high costs relies on membership to convert to spend
Update on Q3 Results Travelzoo's cost to acquire a member increased to $40, making it a net 0 gain on membership spend alone. Direct member acquisition costs of $2.9m represents $2.9m of revenue with only $0-0.725m recognized this quarter (average $0.36m).Read more
Zhejiang Cfmoto PowerLtd races ahead with 25% revenue growth and a promising future
There’s no shortage of Chinese brands and products flooding international markets in recent years, and CFMoto is no exception. But unlike many, they’re steadily building their brand and moving beyond the perception of being just another budget Chinese manufacturer.Read more
