Global Community
Our community narratives are driven by numbers and valuation.
Community Investing Ideas
Global Weekly Picks
China Starch Holdings eyes a revenue growth of 4.66% with a 5-year strategic plan
The book value continues to grow, it trades at. 24 book and earns 12% on equity.Read more
Moderation and Stabilisation: HOLD: Fair Price based on a 4-year Cycle is $12.08
Credit Corp Group Limited ASX: CCP Market Cap: AU$923.0m Weighted Average Number of Shares: 80.37m The Business CCP’s main business is acquiring portfolios of bad debts from financial institutions and collecting on them for profit. As the original lenders write off these debts, the portfolios are generally bought at a discount.Read more
Positioned globally, partnered locally
Summary: Google has positioned itself behind their concept of mass investment + strategic partnership to power their AI development and infrastructure. Their ad services follows closely behind while their main focus in the mobile phone market is controlling the Android ecosystem, making strategic entries with Pixel units while attempting to innovate with their aging YouTube platform to keep up with other streaming/video publishing rivals.Read more
Staggered by dilution; positions for growth
Near term excitement and AI frenzy buyers have driven the share price into dilution and undervaluation thanks to current market uncertainty and volatility. APLD relies heavily on their contracts to sustain growth which for the near and mid term appears to remain solid in the presence of increased demand for high capacity, high speed infrastructure.Read more
Significantly undervalued gold explorer in Timmins, finally getting traction
Gold exploration project in Canada, Timmins camp. Current PEA was done in 2022 - 11y mine life, NPV 387M with 33% IRR @1700 gold.Read more
When will fraudsters be investigated in depth. Fraud was ongoing in France too.
Topics that are overlooked (and this is very strange) are the massive frauds that went on for years.. including in France.Read more
TXT will see revenue grow 26% with a profit margin boost of almost 40%
TEXT SA programs could be useful for AI by producing software that can perform tasks like text generation, natural language processing (NLP), and content analysis, all of which are fundamental to many AI applications. By developing tools with advanced capabilities, TEXT SA can contribute to the creation of AI systems for content creation, customer service, translation, and data analysis.Read more
De-Risked Production Ramp with Exceptional Silver Price Leverage
AYA is a de-risked production story with exceptional silver torque trading at a Morocco discount. The company has proven operational competence (rare in junior/mid-tier mining), operates one of the highest-grade primary silver mines globally, and offers 5-10x potential upside if the silver bull thesis plays out.Read more
Not a Bubble, But the "Industrial Revolution 4.0" Engine
The market debate around Nvidia focuses on "peak cycle" fears. This misses the forest for the trees.Read more
