Our community narratives are driven by numbers and valuation.
On 3-11 Apple just unvieled a concert experience with their Apple Vision Pro, proving to millions that they are holding the best technology currently in the market. It may be over-priced but with the technology and security features, it is a Must Have.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
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
Coherus is a promising company that did a bad borrowing and has more than paid the price. Its convertible bondholders created a short hedge and have inflicted massive damage on the company's SP.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
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

Outlook for the Next Few Years (2025–2027) Bullish Case Catalysts : Successful 2025 game releases (e.g., from Madnetic Games or core franchises like Car Mechanic Simulator) could boost revenue and sentiment, potentially pushing the stock toward 350–400 PLN by 2026, as some users suggest. The gaming industry’s growth, especially in mobile and console markets, could amplify this if PlayWay capitalizes on it.Read more
Food Empire (F03) Key Drivers: Product innovation, geographic expansion, and brand building. Potential Growth: Food Empire's growth prospects depend on its ability to execute its expansion plans, maintain brand loyalty, and adapt to changing consumer preferences.Read more