Global Community
Our community narratives are driven by numbers and valuation.
Community Investing Ideas
Global Weekly Picks
LKQ valuation
Bull - Growth in miles driven increases the wear and tear on vehicles, requiring more maintenance and repair work to keep them on the road, benefiting LKQ. LKQ’s collision business could see rising demand from increasing auto claims as more drivers return to the road following the COVID-19 pandemic.Read more
A Fair Price for a Great Business Facing Real Threats
TLDR; "HOLD" The story of Adobe today is that of a wide-moat champion that has been knocked from its pedestal. After a deep-dive analysis, our conclusion is that Adobe remains a world-class business, but the competitive landscape has fundamentally changed.Read more
Unshakable AI Leadership Meets Overextended Valuations and Emerging Bubble Dynamics
NVIDIA’s long-term growth trajectory continues to shine, powered by its leadership in AI, data centers, and next-generation computing. Based on a forward earnings model calibrated to the 10-year U.S. Treasury yield , the stock’s fundamental fair value stands at $188 per share.Read more
Corpay's Revenue is Expected to Grow 13.78% as Future PE Rises to 19.56x
Corpay: A FinTech Powerhouse at a Bargain Price Corpay is a global leader in specialized B2B payment solutions. The company is rapidly evolving into a FinTech powerhouse, with its Corporate Payments division driving significant growth.Read more
New era of chemotherapy
BioNxt is developing two platform technologies: a sublingual thin-film technology (ODF) for smart drug delivery and a novel chemotherapy platform in which the active ingredient is activated directly in the tumor—targeting and killing cancer cells while sparing healthy cells. The ODF technology is protected by a European broad patent (intention-to-grant, May 2025), covering a wide range of sublingual active ingredients and is being nationalized in key markets.Read more
Fair Value Estimate: ~$16
RISKS: Search algorithm volatility; U.S./EU regulatory shifts in gambling; operator marketing budgets; integration risk (OddsJam/OpticOdds/Spotlight). Discounted Cash Flow (DCF) Valuation Assumptions Discount rate (WACC): 10% (small-cap, digital media).Read more
Fair Value Estimate: ~$30
RISKS: Commodity price volatility (WTI/HH); execution vs. capex and well results; regulatory/environmental in OH/PA; small-cap liquidity/IPO overhang.Read more
Cash-Rich and Overlooked: Is This Turnaround Stock the ASX's Best Kept Secret?
Imagine a retailer sitting on a mountain of cash that covers nearly 40% of its entire stock market value, with zero debt, and a dividend yield that dwarfs most of the market. Now, what if that same company, after being left for dead by investors, just posted a sharp rebound in sales and has a new CEO at the helm who is successfully reigniting the brand?Read more
Paradigm Biopharmaceuticals Will Lead Osteoarthritis Treatment with Zilosul's FDA Success
Paradigm Biopharmaceuticals (ASX: PAR) on Cusp of Transformation with Potential FDA Approval of Osteoarthritis Drug Zilosul® Melbourne, Australia - Paradigm Biopharmaceuticals (ASX: PAR), a late-stage drug development company, is poised at a critical juncture as it progresses its lead drug candidate, Zilosul® (injectable pentosan polysulfate sodium), through Phase 3 clinical trials for the treatment of osteoarthritis (OA). A successful outcome and subsequent clearance from the U.S. Food and Drug Administration (FDA) could unlock a multi-billion dollar market and fundamentally reshape the company's future, offering a new treatment paradigm for millions suffering from the debilitating joint disease.Read more
