Global Community

When investors look at the Malaysian construction and property sectors, giants like MRCB or Berjaya Corporation often dominate the conversation. However, peering into the micro-cap space often reveals hidden value.Read more

Intuit sits at an uncomfortable intersection between quality and disruption. On one side is a business with leading positions in tax, small business accounting, and personal finance, backed by strong free cash flow and significant balance sheet flexibility.Read more

Disclaimer This material is provided for informational and educational purposes only and should not be considered financial, investment, legal, tax, or other professional advice. The views expressed are based on publicly available information, company filings, technical reports, news releases, corporate presentations, and personal analysis at the time of writing, and they may change without notice.Read more

Q2 FY7/26 results update Prioritizing investment in human capital – Q1-2 FY7/26 results were mixed, with sustained high double-digit sales growth and stable high gross margins, with sustained improvement at the parent company level. However, this was offset by an accelerated recruitment profile, which resulted in negative YoY OP growth.Read more

SpaceX’s IPO has generated huge excitement, but when you strip away the headlines and ecosystem hype, the fundamentals still look like a capital‑intensive industrial business with uncertain long‑term margins. Using a disciplined valuation approach — including a 30% discount rate to reflect the lack of current profitability — the fair value estimate comes out to US$0.87 per share in 2026.Read more

Adyen is trying to move beyond simply processing payments by adding tools that help merchants handle things like identity checks, promotions, billing, and moving money. The key question is whether these add-ons turn into real cash over time—or end up being a nice story that doesn’t change the business much.Read more

Key Takeaways Virtuix is not just a “VR treadmill” story anymore. The company built the Omni platform, which lets users physically walk, run, crouch, and turn inside virtual worlds, and it is now applying that same full-body movement technology across consumer gaming, enterprise training, and defense simulation.Read more

Cerrado Gold already runs a working gold mine, but the story may be getting overlooked because the company also has two very different “next chapters” in Portugal and Quebec. The big question is whether it can keep its Argentina operation running smoothly while moving the other projects forward without constantly raising new money.Read more

Why Netflix continues to grow while reaching ATL’s Greg Peters has finally been left as the official Co-CEO of Netflix after Reed Hastings stepped down on June 4th leaving someone to take his place. Why this matters…… Hastings was a co-founder of Netflix.Read more