Global Community
Our community narratives are driven by numbers and valuation.
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Global Weekly Picks
Lifco's Expansion Will Thrive Despite Current Market Headwinds
Key Takeaways Strategic acquisitions and financial flexibility are key drivers of Lifco's growth, boosting both organic and inorganic expansion. Efficient cash flow and inventory management aid profitability, enhancing operational efficiencies and supporting future dividend growth.Read more
Aurora Solar Technologies predicts a 23x future PE surge in five years
Aurora Solar Technologies Inc. (Aurora), a leading player in the solar manufacturing technology sector, is setting its sights on transformative growth.Read more
Karoooo biast prediction
Karooooo is continuing to expand in Southeast Asia, leveraging favorable market conditions and an underpenetrated market. The Southeast Asian telematics market is projected to grow at a CAGR of 11.53% from 2024 to 2029, adding c3.4m IoT devices.Read more
Medium term lower revenue growth implies falling expectations and thus lower future PE acceptance.
This narrative is brief and simply stands on the shoulders of the recent aggregate analysts review (Dec 2024). Put simply, if revenue grows at <15% pa and margins fall to <20% average over next 3 years, that implies a pretty consistent growth rate that contradicts the high PE ratio for this stock.Read more
HF Sinclair Corp: A Nuanced Investment Case
HF Sinclair Corporation represents an intricate investment proposition in the ever-shifting dynamics of the energy sector. Against the background of recent underperformance, a combination of factors suggests probable undervaluation, for which a closer look might be warranted.Read more
EV Titan: Finally Slade
The true definition of a "Bullish Signals" is sometimes played out to Truly Be a Bearish Signal. Tesla is one that proves that controlling the media can truly bring any company to where they are.Read more
XTB's Path to 100–120 PLN by 2028 Amid Market Volatility
1. Current Data Snapshot (as of March 6, 2025) XTB is a Warsaw-based brokerage firm specializing in retail and institutional trading of financial instruments, including CFDs, forex, stocks, and ETFs. Here’s what we can infer from available data up to this point: Stock Price Performance: XTB hit an all-time high of 78.00 PLN on January 21, 2025, with a market cap around 7.89 billion PLN (as per TradingView data).Read more
Nexans will Shine with Record High Voltage Backlog Achieving €6.2B by 2024
Catalysts Record backlog in High Voltage (€6.2B in 2024). Growth in global electrification (CAGR 7% until 2028).Read more
NVIDIA's future hinges on $400b revenue and AI software dominance
Nvidia will hit $400b annual revenue in 5 years time. ~90% of revenue will come from data centre customers.Read more
