Global Community

Key Takeaways Increased licensing and production costs will see Disney's profitability decline or they'll pass on these increasing costs to subscribers and risk alienating them. Competition from non-traditional media platforms like YouTube or Tik-Tok could draw younger audiences away from Disney's services.Read more

To estimate the potential stock price of Red 5 Ltd based on a predicted gold price of $4,000 per ounce, we can follow these steps: Step 1: Estimate Future Revenue Projected Production : Current production: 425,000 oz. Additional production from Sugar Zone (once operational): 80,000 oz.Read more

Key Takeaways ARM is a leader with a saturated number of customers limiting future growth. It’s in a highly competitive landscape and needs to innovate beyond patent expirations in the 2030s.Read more

Overview of Pan American Silver Current Position: Revenue Sources: 65% from gold, 20% from silver, and the rest from base metals. Resources: Approximately 1 billion oz of silver and 26 million oz of gold.Read more

Meaning Paycom Software is a major player in the Human Capital Management (HCM) software industry. HCM software companies typically offer a suite of different products which encompass all HR related functions.Read more

Key Takeaways Efficient software, accelerated computing, and AI, will benefit a growing cybercrime industry State actors are getting more involved in digital warfare which may be a weak point of the West Successful data breaches and cybercrime work in favor of spreading awareness for cybersecurity spending CrowdStrike’s move towards an all-in-one solution addresses the complexity pain-point of customers Catalysts Cybersecurity Threats Are Entering A New Era Cybercrime is the other side of the coin of technological development and is expected to keep advancing at an unknown pace in the future, this makes companies like CrowdStrike well-positioned to help. They predict attackers will continue to target large companies "Big Game Hunting", internet-connected devices (edge devices) and end-of-life products (EOL).Read more

Narrative on Purchase Strong revenue growth supported by expansion into Europe & US, particularly through online channels Increasing size of outdoor clothing & equipment market should buoy the company Purchased at approx $1.42 in 2022 Update on Narrative Retail environment has been challenging over the last few years Kathmandu Brands have seen approx 10% - 15% declines in sales over the last year Sales are continuing to be weak as compared to last year Why has it been challenging? Cost of living pressures make the retail environment challenging, particularly for the types of clothing Kathmandu sells Mostly high priced gear for outdoor activities.Read more

Key Takeaways Apple will dominate thanks to brand, installed user base, and ecosystem of products More revenue from Services will increase gross and net margins Apple Silicon is paving the way for it to gain market share in the PC space More parts being developed in-house should increase product margins Biggest risks are manufacturing challenges and reliance on emerging markets growth (India) Catalysts Apple’s Brand leads to sticky revenues and increasing installed device base Apple has become more than a tech hardware and software company, it has become a lifestyle product. It has embedded itself into the lives of billions of people around the world, many of whom say they couldn’t live without their iPhone.Read more

Meaning During the tech bubble of the late 90’s, Larry Page and Sergey Brin founded Google which later went public in 2004. Larry and Sergey’s founding motto, “Google is not a conventional company.Read more