Global Community

Keppel DC REIT (SGX: AJBU) is a resilient gem in the data center space, offering stability and income in an AI-driven world—making it a solid hold for long-term investors, though not a screaming bargain at current levels. As of December 2025, trading at S$2.24, it's fairly valued to mildly undervalued, with a P/NAV ratio of 1.42x (NAV S$1.58), suggesting a slight premium justified by its high-quality assets.Read more

Jackson Financial (NYSE: JHG) operates in a part of the financial system that rarely attracts headlines, yet quietly shapes outcomes across retirement planning, insurance reserves, and long-duration liabilities. Best known for its annuities business, Jackson sits at the intersection of interest rates, longevity risk, and policyholder behavior.Read more

MINISO Investment Thesis This analysis is based on the MINISO 2024 Q4 and 2025 Q1 earnings call presentations and the provided transcript. # Catalysts MINISO has several key growth drivers that could meaningfully impact sales and earnings: Global Store Network Expansion: The primary catalyst is the aggressive and ongoing expansion of its store network, both in China and, more significantly, in overseas markets.Read more

Conservative valuation of $24.28 based on sustained revenues of ~RMB3bn/quarter. Potential upside if growth in store openings realises additional revenue.Read more

Buks was the first Penny stock that I bought at. 44.Read more

CS Disco (NYSE: LAW) sits at the center of one of the quietest but most consequential transformations happening in professional services: the automation of legal work. While artificial intelligence has captured headlines in consumer applications, its most durable impact may be in litigation, discovery, and legal analytics—areas where costs are high, timelines are long, and inefficiencies are deeply embedded.Read more

Catalysts Fiverr International’s introduction of AI-powered tools such as Dynamic Matching and Neo (AI-powered smart matching) is expected to significantly enhance sales and earnings. These tools cater to businesses requiring tailored and complex projects, leading to larger transactions.Read more

Stride Inc. (NYSE: LRN) is no longer just a pandemic-era beneficiary of remote schooling.Read more

1. Dual-Engine Growth: AI Semiconductors + Software Broadcom is no longer just a chipmaker; it’s a full-stack AI and infrastructure provider , blending hardware and software seamlessly.Read more