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 Silver X reaching CAD$18 by 2031 (a possible 30 bagger)
Silver X Mining Corp (TSXV: AGX / OTCQB: AGXPF) – Stock Analysis & 5-Year NAV-Based Price Projection (as of ~March 2026) Silver X is a producing junior silver-polymetallic miner operating the Nueva Recuperada district-scale project in central Peru (Tangana mining unit + Plata development potential). It owns ~20,795 ha with existing infrastructure, permits, and brownfield upside.Read more
High Tide's Future Potential Will Surge with 15% Revenue Growth
Raj confirms store staff gets a commission for every new ELITE sign-up. That creates massive internal motivation – employees pitch ELITE customers.Read more
NZ company with gumption aims to provide services to SMEs across The Ditch
Great to see a NZ company with the gumption to exploit a niche in services to SMEs (who often miss out on affordable software to run their businesses) both sides of the Tasman. Questions I'd like to ask: as of March 2026 why no NZ releases since May 2025 ?Read more
Coherent Corp. (COHR): The Optical AI Engine – Scaling the Photon-Silicon Frontier
Coherent Corp. (COHR) is trading at $250.40 USD on the NYSE as of March 21, 2026, coming off a high-octane week marked by a 9.1% Friday pullback.Read more
BHP’s value is durability today (iron ore) and optionality tomorrow (copper + potash). Execution and macro demand are the swing factors.
Catalysts 1) Copper demand: electrification + AI-driven power infrastructure The market often frames copper as an “energy transition” commodity, but I see incremental demand coming from AI/data-center power density and grid capex (transmission, distribution, redundancy). This supports a structurally tighter copper market over time.Read more
High quality compounder, but current valuation leaves limited margin of safety.
Pidilite – A Business That Quietly Compounds When I first looked at Pidilite, I did not see just an adhesive company. I saw a business that has become part of how Indian homes are built and maintained.Read more
YoY Percentage Growth: +5.8%
Metric 2025 Data 2024 Data P/E Ratio 6.16x (at ₱74.00 price) 6.56x Book Value ₱203.16 ₱187.17 9M EPS ₱12.08 ₱11.29 Full Year EPS ₱15.72 ₱14.85 2025 4Q EPS ₱3.64 ₱3.56 YoY Earnings Performance YoY Earnings Value (Increase): +₱0.65 Billion (Total Net Income: ₱11.85 Billion) YoY Percentage Growth: +5.8% Security Bank reports 22% revenue growth, builds reserves for resilience Security Bank delivered 22% revenue growth in 2025 to P66.9B, powered by strong core banking and a 26% surge in pre-provision operating profit. Net income rose 3% to P11.6B as the bank nearly doubled credit reserves to strengthen its balance sheet.Read more
Filinvest REIT (PSE:FILRT) recorded an average annual revenue decline of about –5.3% over the past 5 years
Filinvest REIT (PSE:FILRT) reported Q3 2025 EPS of ₱0.066, up from ₱0.060 in Q3 2024 (+10% YoY). Its trailing P/E ratio stood at about 9.3x, while forward P/E was 11.8x, reflecting modest earnings growth but a relatively low valuation compared to peersRead more
Korea Electric Power Corp (KEP): The Grid’s Tug-of-War – AI Demand vs. The Strait of Hormuz
Korea Electric Power Corp (KEP): The Grid’s Tug-of-War – AI Demand vs. The Strait of Hormuz Korea Electric Power Corp (KEP) , known globally as KEPCO, is trading at $15.95 USD on the NYSE as of March 21, 2026.Read more
