Global Community
Our community narratives are driven by numbers and valuation.
Community Investing Ideas
Global Weekly Picks
Hermès - Expensive bags, and expensive stock. And the story of €14 billion of bearer shares gone missing.
A case for Almadex: conservative CAD 4.50–7.00 (x8–x12) to bull CAD 25–40+ (x42–x68+)
Almadex Minerals Ltd. (TSXV:DEX) — 5-Year Stock Price Thesis (to 2031) Current Snapshot (as of mid-March 2026) Share price: ~CAD 0.59 Market cap: ~CAD 36–39 million Shares outstanding: ~61.3 million (plus 5.3 million options at low strike) Balance sheet (updated from Q3 2025 FS with gold revaluation): Zero debt, strong liquidity (~CAD 8–9 million cash + ~1,951 oz physical gold bullion + marketable securities).Read more
Micron Technology will experience a robust 16.5% revenue growth
I am NOT an expert. The only point I make is that all of the recent price targets published were PRIOR to the earnings announcements, many of which put a $300 price target, before the blowout earnings numbers were known.Read more
Signs of a sustained turnaround in Individual Life
Q3 FY3/26 results update Improving visibility on Individual Life, but GCL headwinds emerge – Q3 FY3/26 results reinforced the Individual Life recovery narrative while surfacing a new challenge in GCL. The individual life business is executing well with Individual Life AP growth accelerating to +6.5% YoY, new business momentum has carried into January 2026, and profitability was revised upward on favourable claims experience and sustained improvement in cost efficiency.Read more
Oklo Inc. (OKLO): The Nuclear "Data-Center" Play Faces a Post-Earnings Reality Check
Oklo (OKLO) closed the March 17, 2026, session at $60.71 USD , rising 1.71% in a volatile day that saw the stock hit an intraday high of $65.97 before paring gains. The company reported its Q4 and full-year 2025 results after the closing bell today, posting a net loss of $0.27 per share , which was wider than the analyst estimate of a $0.17 loss.Read more
Approaching an inflection point
Q3 FY4/26 results update Signs of earnings stabilisation – The key takeaway from Q1-3 FY4/26 results is that Macbee Planet experienced an improvement in earnings momentum, driven by a recovery trend in the investment and lending & card sectors in Q3 FY4/26. The company has also diversified its revenue base through new customer acquisitions and sector exposure.Read more
Micron Technology Inc. (MU): The "Silicon Gold" Rush Reaches a Fever Pitch
Micron (MU) concluded the March 17, 2026, trading session with a powerful 4.5% surge, closing at an all-time high of $461.69 USD. This latest move caps off a legendary 12-month run where the stock has skyrocketed by over 349% , as the market re-evaluates the company from a cyclical commodity manufacturer into a permanent, high-margin pillar of the AI revolution.Read more
Hermès - Expensive bags, and expensive stock. And the story of €14 billion of bearer shares gone missing.
About Hermès International SA Hermès International SA is a French luxury goods manufacturer. Its core business is leather goods.Read more
Bath & Body Works is a dominant, high-quality consumer brand with near-perfect business economics, temporarily depressed by a demand trough
Most investors look at BBWI and see a mall candle retailer. That framing undersells it significantly.Read more
Cathay Pacific well-placed in growth markets, but at risk from US-China trade war
Update as of 10 April: Both commercially and, according to several industry rankings and customer surveys, in terms of its product, Cathay Pacific is up there with the top carriers in international air travel. Only Singapore Airlines, the region's other leading carrier, matches Cathay's remarkable margins and earnings strength.Read more
