Global Community

Business model Etsy is a US e-commerce website and online marketplace for buying and selling handmade products founded in 2005. Revenue comes mainly from services, subscriptions and fees.Read more

Exceptionally well-positioned Microsoft is exceptionally well-positioned to lead the enterprise software and cloud landscape in the age of artificial intelligence. With Azure (cloud infrastructure), Microsoft 365 (productivity), GitHub & Copilot (developer tools), Xbox & Activision (gaming), and Dynamics & LinkedIn, Microsoft offers a uniquely integrated and diversified product ecosystem.Read more

Pinterest has the potential to significantly grow both revenue and profitability over the next five years, driven by product innovation, improving monetization, and growing advertiser interest in high-intent audiences. Key catalysts include the deepening partnership with Amazon, the rollout of advanced ad tools and video formats, and international ARPU growth.Read more

As of right now the stock as a current yield of about 2.42%, with a return on equity of about 6.79%. So a bit off of my goals of at least 5% and 10%.Read more

Brambles Limited (ASX: BXB) – A Practical Pillar of Global Logistics Brambles is an Australia-based logistics company with operations in over 60 countries, best known for its CHEP-branded pallet pooling system. Founded in 1875, it has evolved into a key enabler of global supply chains, particularly in fast-moving consumer goods (FMCG), retail, pharmaceuticals, and agriculture.Read more

HIVE Digital Technologies Ltd. ( NASDAQ:HIVE - - Equities researchers at HC Wainwright raised their FY2025 EPS estimates for shares of HIVE Digital Technologies in a research note issued on Thursday, November 14th.Read more

Key Takeaways Amazon’s earnings power is much higher than its reported profits - driven by 3P sellers, Advertising and AWS More growth to come from best-in-class customer experience, cross-selling and industry growth trends Continued reinvestment will suppress short to medium-term cash flows and hide profitability Operating leverage will drive revenue growth higher than fixed cost growth, and operating margins will increase. That growth will come from Online retail (and 3P), Cloud computing and advertising revenues Catalysts Business Catalysts Refocusing On The Core Businesses And Opportunities Will Improve Profitability Andrew Jassy’s 2nd shareholder letter from the 2022 annual report outlined the fact that Amazon is choosing to refocus on the core businesses and opportunities that they have long term conviction in.Read more

Kina Securities: An Important Cog in Developing Economies Kina Securities Limited (ASX: KSL) is a diversified financial services company headquartered in the developing economy of Papua New Guinea (PNG). Over recent years, it has been steadily expanding its footprint across near Oceania and the broader Pacific region.Read more

This narrative is primarily based on Ben Thompson's (Stratechery) view that Apple has transitioned from being a product-driven company to a services-oriented one. While the iPhone remains central to Apple's business, hardware differentiation has plateaued.Read more