Global Community
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
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
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
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
80x Earnings for an Auto Parts Supplier. Here's Why It Almost Makes Sense.
There is a small company in Queensland, Australia, that solves a problem most people have never thought about: what happens when the most sophisticated machines on earth generate more heat than they can survive? If you are running a Formula 1 car at 350 kilometres per hour, the engine, turbocharger, and hybrid battery system produce heat that would melt conventional cooling equipment.Read more
McDonald’s (MCD): The "Digital Golden Arches" and the Pivot to Value
McDonald’s Corporation (MCD) is trading at $308.52 USD on the NYSE as of March 23, 2026, down slightly by 0.14% in today’s session. The stock is currently navigating a period of consolidation after reaching a 52-week high of $341.75 earlier this year.Read more
Laying the foundation for the next stage of growth
Q4 FY12/25 results update Entering a structural upgrade cycle – Despite an improvement YoY in GPM, and sustained growth in LaKeel’s SaaS products, FY12/25 results were below expectations, reflecting slower-than-planned conversion of sales opportunities in H2 FY12/25 for LaKeel HR software. The outlook for FY12/26 is for the company to regroup and navigate the evolving AI landscape to support sustainable long-term growth.Read more
Butler National (Buks) outperforms.
Buks was the first Penny stock that I bought at. 44.Read more
Why I Invest in SIPEF?
Strong Operational Momentum Palm oil production up +19.1% YoY , driven by improved yields and extraction rates. Banana volumes up +3.4% , supported by maturing plantations.Read more
