Global Community

WH is a company that I actually took interest in a couple of months ago when I happened to stay at one of their franchise hotels. I had to leave early in the morning at like 4 and when I went out to the parking lot I was astounded that in the little town I was was absolutely full.Read more

The HourGlass (AGS): A Deep Dive into Intrinsic Value and Future Potential The HourGlass (AGS), a prominent luxury watch retailer based in Singapore, appears to be a compelling investment opportunity, currently trading below its estimated intrinsic value. A thorough analysis, focusing on its operational strength and future prospects, suggests a disconnect between its market price and fundamental worth.Read more

Catalysts Xiaomi's growth and success can be attributed to several strategic catalysts, which can be categorized as follows: 1. Disruptive Pricing and Value Proposition High-Spec, Low-Cost Smartphones : Xiaomi disrupted markets by offering feature-rich devices at competitive prices, undercutting rivals like Samsung and Apple.Read more

EVgo is a pure play on U.S.-centric fast charging—the kind of infrastructure critical for mass EV adoption, especially as more drivers demand quick, convenient recharging away from home. Here’s how I see their trajectory: 3 Years (2028): By this point, EVgo should have dramatically expanded its DC fast-charging network, with many more strategic partnerships—think automakers, fleet operators, retailers.Read more

Planet Labs leads the EO market with the largest satellite constellation, poised to capitalize on the growing demand for Earth Observation and geospatial data from companies and governments. Plunging space launch and GPU computation costs combined with advancements in CubeSat and AI technologies are boosting the utility of Earth Observation data.Read more

Blink Charging is a long-term, high-risk play — but I’m in it because I believe EV infrastructure is still in its early innings. Here’s how I see it: 3 Years (2028): Blink is still scaling.Read more

1. Perpetual Revenue Growth Rate (~2.5%) Rationale: Catalysts: New Services & Projects: Sacyr’s pipeline includes opportunities in renewables, sustainable infrastructure, and digital upgrades.Read more

Drivers of Growth and Valuation Commercial Aviation Recovery: Global air travel demand has rebounded to pre-pandemic levels and continues to grow. Airlines are rebuilding and expanding fleets, fueling large aircraft orders.Read more

Risks Financial risk management: market risk (including currency risk and cash flow interest risk), credit risk and liquidity risk. Political decisions and other legal aspects.Read more