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Our community narratives are driven by numbers and valuation.
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Global Weekly Picks
Hermès - Expensive bags, and expensive stock. And the story of €14 billion of bearer shares gone missing.
A Wonderful Business at a Not-So-Wonderful Price
Is Ubisoft the Market’s Biggest Pricing Error? Why Forensic Value Points to €33 Per Share
By: The Forensic Analyst | Simply Wall St In the chaotic world of equity markets, price and value often diverge. But rarely do they divorce as violently as we are currently seeing with Ubisoft Entertainment SA (UBI.PA).Read more
Inter&Co - 60/30/30 Plan
At the beginning of 2023, Inter surprised those who did not follow the thesis in the market by disclosing its 60/30/30 Plan, which is a set of company guidelines for the year 2027. The company's goal is to reach 60 million customers, an efficiency index (expenses/revenues) of 30% and a return on equity (ROE) of 30%.Read more
Buying a Dollar for Fifty Cents: The Case for Dusk Group
The Cigar Butt That Turned Out to Be a Full Havana There is a term Ben Graham used to describe beaten-down stocks with one last puff of value left in them: cigar butts. You pick them up off the street, take one free puff, and move on.Read more
Solaria – Intrinsic Value Update (March 2026)
Solaria delivered strong audited results for 2025, reporting €303M in revenue, €266M EBITDA and €137M net income. The company also reached 3.1 GW of installed capacity and continues to expand its renewable infrastructure platform.Read more
Eli Lilly: A Pipeline-Driven Growth Story Trading 30% Below What the Business Is Actually Worth
Eli Lilly already runs one of the fastest-growing drug businesses on earth, and its most powerful drug is not even approved yet. WHERE THE STOCK SITS TODAY The current price is around $907 (25/03/2026).Read more
$MRT at Roth - Pick of the Panel
Is $MRT the most under the radar mobility play in emerging markets? Marti Technologies Co-Founder & President Cankut Durgun just took the stage at the 38th Annual Roth Capital Partners Growth Conference — as the only public company on a panel titled "Rideshare At Crossroads: Autonomy, Global Expansion, and the Next Phase of Mobility." When the moderator asked panelists "Uber, Lyft, or Marti?" — all three picked Marti!Read more
Samsung Electronics (005930): The "Silicon Renaissance" and the HBM4 Counter-Offensive
Samsung Electronics (005930) is currently trading at ₩199,400 KRW on the KRX as of March 25, 2026, maintaining a steady position following a minor profit-taking dip earlier in the week. This valuation represents a massive breakout from the "stagnant" range of 2024, as the company has successfully reclaimed its throne in the high-bandwidth memory (HBM) market.Read more
Parker-Hannifin (PH): The "Motion Control" Compounder and the Aerospace Boom
Parker-Hannifin Corporation (PH) is trading at $924.46 USD on the NYSE as of March 24, 2026, gaining 2.03% in today’s session. This rebound follows a period of consolidation where the stock pulled back roughly 13% from its 52-week high of $1,034.96.Read more
Guan Huat Seng Holdings Berhad’s latest QR shows improving momentum, with stronger revenue, higher profit and first dividend
Guan Huat Seng Holdings Berhad’s latest quarterly result gives investors a clearer picture of how the business is performing after listing, and the numbers look encouraging. For the second quarter ended 31 January 2026 , the group posted RM30.12 million in revenue and RM3.05 million in net profit, while profit before tax came in at RM4.29 million.Read more
