Global Community
Our community narratives are driven by numbers and valuation.
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Global Weekly Picks
Quality at a Premium. A time to watch, not to buy?
Key Takeaways Consistent revenue growth, strong profitability, and a pristine balance sheet position Addus for sustained disciplined acquisitive growth and improved operational efficiency. The company's business model is resilient and defensive against cyclical downturns, making it a safe haven in times of economic uncertainty.Read more
NHC Analysis: Quality at a Good Price. A Golden Opportunity?
Key Takeaways A highly diversified business model and a pristine balance sheet position National HealthCare Corporation for sustained, profitable growth. The company's current low valuation is a result of a short-term drop in net income, which we believe is temporary and creates a compelling investment opportunity.Read more
Verve Group: A Tale of Three Futures
Verve Group stands at a critical juncture. After a history of explosive growth, the company has been hit by significant operational headwinds, primarily the difficult and costly migration to a unified technology platform and unfavorable currency exchange rates.Read more
Paysauce has got the 'Sauce' in 2025
Paysauce is finally hitting its stride - now being profitable and showing 32% revenue growth YoY (2023-24) along with the other following Q3 highlights reported January 14th 2025: ARR of $9.1m (Up 11% YoY) Recurring revenue of $2.3m for the quarter (Up 14% YoY) Processing fee revenue of $1.7m for the quarter (Up 19% YoY) Customers at end of the quarter: 8,127 (Up 11% YoY) One can only conclude that the continued growth will continue through 2025 and beyond as interest rates reduce further and the economy restabilises affecting growth within the overall SME market across NZ and other key asia-pac markets. Debt is still low and barely reportable through mainstream channels.Read more
IREN will achieve a 51% revenue surge in the next 5 years
Pour calculer la valeur intrinsèque d'IREN dans un scénario conservateur, on peut utiliser une méthode de valorisation telle que les flux de trésorerie actualisés (DCF). Voici un aperçu basé sur les données disponibles : Points clés : Prix actuel de l'action : 7,15 $US.Read more
Enterprise, AI & Cloud Growth Ahead, Waiting For the Right Price 💸
Catalysts AI Integration (Atlassian Intelligence & Rovo) Atlassian is strongly positioned to leverage AI to increase workforce efficiency, particularly in large enterprises and is actively embedding AI across its product suite. In 2024 it introduced Atlassian Rovo , an AI teammate that uses Atlassian’s “teamwork graph” to help enterprise users find information across their tools and act on insights quickly.Read more
Saudi Aramco (SASE:2222): Not The Sexiest High Dividend Yield Stock, But One With Interesting 'Convertible-Like' Qualities
KEY TAKEAWAYS Dividend Yield as a Core Attraction : Saudi Aramco’s 7% dividend yield makes it a compelling income-generating asset, functioning like a “convertible bond” with steady payouts and long-term growth potential. Premium Valuation Justified : Despite a PE ratio of 16 , higher than the sector average of 10, Aramco’s scale, profitability, and strategic importance justify the premium, with potential for modest upside to a PE of 20 in an optimistic scenario.Read more
Amazon's Future Rises as Stock Price Falls: A Long-Term Investment Vision
Amazon is a stock I am very interested in right now especially with the recent price drops that it has been experiencing since its 2Q25 results. A summary of Amazon as stated by Fiscal.ai: "Amazon.com, Inc.Read more
OPTHEA - Write-off
--- [Narrative update per Investor announcement 24-Mar-2025] --- The analysis below was written ahead of Opthea’s Phase 3 results. As stated, the thesis was highly dependent on trial success.Read more
