Global Community
Our community narratives are driven by numbers and valuation.
Community Investing Ideas
Global Weekly Picks
SGR Turn around or take over?
Catalysts: The company will remediate their issues with the government and get their casino licence back, however, this is likely to take many years. An external player makes a take over offer that investors can't refuse.Read more
Merck & Co.: Navigating Pharmaceutical Frontiers Amidst Patent Challenges
Executive Summary: Merck & Co., a pharmaceutical powerhouse, faces a pivotal moment balancing its innovative strengths against looming patent expirations. This analysis delves into the company's strategic positioning and its implications for investors.Read more
Biotech longerterm bet
211011 Draupnir noch ein Anteil von rund 55,5% an Polypeptide. Der «Free Float» an der Börse SIX erhöht sich dadurch gleichzeitig von 40,0 auf rund 44,5%.Read more
UNH: Valuations Seem Lofty for this Managed Healthcare Giant
Catalysts Products and Services: In 2021, products contributed $34.4 billion in revenues, while services brought in $24.6 billion. Approximately 79% of UnitedHealth Group’s revenue is generated from premiums.Read more
when silver reaches $100 per oz
To calculate Avino Silver & Gold's potential stock price when silver reaches $100 per oz in 2028 , we can follow a structured approach based on the information provided. Step 1: Revenue Estimation for 2028 1.Read more
Increasing Total Addressable Market Through AI Will Strengthen Revenue Growth
Key Takeaways Adopting new technology like AI, AR/VR and browser-first cloud software will keep Adobe on top of the creative industry. AI Integration will empower commercial users and help onboard new users by making workflows simpler.Read more
A Fracturing Search Market and Lack of Monetization Will Slow Revenue Growth
Key Takeaways Alphabet has challenges in its search business unaccounted for by investors Alphabet’s best bet is to focus on the Cloud, but it’s an uphill battle AI will contribute to revenue growth, but profitability may come later Cloud and AI industries to grow, but analysts may have extrapolated too much Catalysts Company Catalysts AI Moat Lies In Proprietary Data Not Models A leaked Google internal memo outlines some controversial thinking inside the company. The anonymous employee argues that smaller peers are rapidly producing Large Language Models (LLM) models that can yield comparable results to Bard and GPT-4, with the added benefit of being cheaper to produce.Read more
Advertising, Data Licensing and User Economy Could Be Enough to Drive Revenue Growth, If Successful
Key Takeaways Reddit’s key segment is advertising with a focus on U.S. male demographics. The target audience tends to be ad-resistant with low monetization potential.Read more
Apple Conservative judgement
Extremely sticky Apple Ecosystem · Due to the strength of the company, it started to produce more products and provide more service associated with its iconic product, iPhone. Once its customer got hock onto its eco-system, it is extremely hard for them to leave its eco-system.Read more
