Global Community
Our community narratives are driven by numbers and valuation.
Community Investing Ideas
Global Weekly Picks
Nu holdings will continue to disrupt the South American banking market
Duolingo (DUOL): The AI Learning Architect – Trading Profits for a 100M User Vision
Duolingo (DUOL) is currently undergoing its most significant strategic shift since its IPO, transitioning from a monetization-heavy model to a "user-growth first" strategy. This pivot was punctuated by its Q4 2025 earnings report on Thursday, February 26, 2026 , where the company beat expectations with $282.9 million in revenue (up 35% YoY) but issued guidance that sparked a massive sell-off.Read more
Hansol Chemical (014680.KS): The Advanced Materials Architect – Powering the AI and EV Convergence
Hansol Chemical (014680.KS) has solidified its position as a high-value material specialist in the global semiconductor and battery supply chains. As of February 27, 2026, the stock is trading at ₩308,500 , showing a robust recovery from its 2025 lows as the market re-rates its exposure to High Bandwidth Memory (HBM) and next-generation battery materials.Read more
EchoStar Corporation (SATS): The Spectrum Sovereign – Orchestrating the Great Satellite-to-5G Pivot
EchoStar Corporation (SATS) has moved beyond its legacy as a satellite provider, positioning itself as a critical infrastructure backbone for the "Sovereign AI" and 5G era. The company is confirmed to host a conference call to discuss its Q4 and Full-Year 2025 financial results on Monday, March 2, 2026, at 11:00 a.m. ET (BMO).Read more
Lumentum Holdings (LITE): The Optical Kingpin – Orchestrating the 1.6T AI Networking Revolution
Lumentum Holdings (LITE) has recently evolved from a standard optical component maker into a "mission-critical" engine of the AI revolution, a shift that triggered a historic price surge in February 2026. After starting the month at $423.42 , the stock skyrocketed to an all-time high of $765.00 on February 26, eventually settling at $700.91 as of the February 27 close.Read more
Dycom Industries (DY): The Broadband Backbone – Scaling the Nation’s Fiber and AI Expansion
Dycom Industries (DY) is currently the dominant provider of specialty contracting services for the telecommunications infrastructure industry, and its stock has reflected this essential status. As of the February 27 close, the stock is trading at $419.95 , following a monumental 2025 where it surged over 150%.Read more
Cango’s Shift Toward Distributed Compute
Cango Inc. (NYSE: CANG) is being priced like a leftover China-inc auto-finance story that lost relevance years ago.Read more
Netflix (NFLX): The Discipline Play – Capitalizing on Content Scale and Strategic Restraint
Netflix (NFLX) has proven that in the "Streaming Wars," discipline is just as valuable as content. Following a high-volatility month, the stock surged 12.5% on Friday, February 27, 2026, closing at $95.21 after the company officially walked away from its high-stakes bidding war for Warner Bros.Read more
Energy One (ASX:EOL): Sticky software with improving margins
Energy One (ASX:EOL) is a small ASX software business that sits behind a part of the economy most people never think about. It provides the systems energy companies use to run wholesale trading, scheduling and risk, and it pairs that software with operational services.Read more
High quality compounder, but current valuation leaves limited margin of safety.
1. Business Model & Revenue Structure Pidilite generated revenue of ₹13,140 crore in FY25, which was ₹5,361 crore in FY16, it is showing almost a 10–11% CAGR over the last decade.Read more
