Global Community
Our community narratives are driven by numbers and valuation.
Community Investing Ideas
Global Weekly Picks
Seacrest Petroleo Bermuda is worth 0
Everything that could have gone wrong, went wrong. The assets are now owned by the bank and creditors Poorly managed company with very slow decission making , unable to react that have wasted a Great future.Read more
POSCO Holdings aims for 4% profit margin growth with lower inflation support
Positive Factors for the next 5years: * Reduced Inflation: Lower inflation generally improves business conditions. It reduces input costs for steel production, potentially increasing profit margins.Read more
The risks of financial distress and delisting risks.
Fusion Fuel Green PLC (HTOO), currently trading at around $0.50 per share, has high growth potential driven by the increasing global demand for green hydrogen technology. The company’s focus on innovative hydrogen production solutions positions it to benefit from decarbonization efforts in key sectors such as heavy industry and transportation.Read more
Rheinmetall will soar as revenue grows by 30% annually riding a defense wave
Key Takeaways Strategic alliances and joint ventures are set to amplify technological advancements, revenue, and profitability. Robust backlog and defense focus are likely to sustain profitability and enhance future revenue streams.Read more
Top Pick for Multi-bagger
Strong Q1 2024 Performance In Q1 2024, $MNSO revenue surged 26% year-on-year to $515.7 million, with adjusted EBITDA margin expanding by 200 basis points to 25.9%. This growth was fueled by a robust strategy of opening new stores globally.Read more
Quality and Possible Rerating
Le marché perçoit Racing Force comme une microcap obscure, active dans un marché passion peu scalable. Racing Force est en réalité une plateforme d’équipements de sécurité certifiés dans un marché mondial de niche mais fragmenté, qui combine trois avantages réunis : Une marque culte (Bell) avec un pricing power régulé (normes FIA) → barrières à l’entrée fortes , Une structure légère et rentable , peu gourmande en capital, capable d’autofinancer une stratégie de croissance externe (buy-and-build sur les niches du racing), Une optionalité cachée : Zeronoise (headset racing tech), Racing Spirit (lifestyle), et le potentiel de devenir l’acteur dominant en “safety-as-a-service” dans les circuits.Read more
KOHL’S HARD CASH: DIGGING UP VALUE IN $KSS - Long term price target of $34
Long term price target of $34 Originally published on 3/31/25 in The Millegan Memo https://www.woodworth.fund/news/the-millegan-memo-march-2025 KOHL’S HARD CASH: DIGGING UP VALUE IN $KSS Kohl’s continues to drop despite a relatively rosy reported earnings and balance sheet. In what appears to be an overreaction to broader uncertainties in the US economy, consumer sentiment, and possibly disappointing performance of certain internal segments, Kohl’s has declined over 30% since it reported earnings earlier this month.Read more
VNT valuation
Bull Vontier has inherited a proven business system of disciplined capital allocation and continuous improvement from its former parent companies, Danaher and Fortive. u The spinoff from Fortive will allow Vontier to redeploy capital to its business, as its former parent invested less than 5% of its total M&A capital in Vontier.Read more
Cidara Therapeutics: The underestimated potential of CD388
Summary CD388 is a universal long-lasting influenza drug against all seasonal and pandemic influenza viruses in a phase 2b clinical trial. CD388 is not a vaccine but would provide 6 months of protection.Read more
