Our community narratives are driven by numbers and valuation.
December 27, 2025 It is a scenario that frustrates traders but delights long-term investors: A company crushes its earnings report, posting record revenue and user growth, yet the stock plummets 20% overnight. This is exactly what happened to Duolingo (NASDAQ: DUOL) in early November.Read more

The "Easy Money" Is Gone, But The "Smart Money" Is Staying: My Take on Alphabet If you look at the headlines, Alphabet looks like a giant under siege. The Department of Justice is at the door, and competitors like ChatGPT are nipping at Search’s heels.Read more

If one thing is clear, it is that the future of global industrial output is increasingly uncertain as economies transition toward electrification, renewable energy and artificial intelligence. Within this shifting landscape, miners such as Iluka Resources (ASX: ILU) — a producer of a range of industrial minerals through its mineral sands operations — occupy a strategically interesting position.Read more

Visa (NYSE: V) is often misunderstood as a financial company exposed to credit cycles or consumer defaults. In reality, Visa operates a fundamentally different model.Read more
Meta Platforms, Inc. (META) announced very strong Q3 2024 results underlined by revenue growth and a strong commitment to AI and the metaverse.Read more
Automotive technology grows, develops and innovates-Betamek (KLSE: 0263) Catalysts 1. Betamek (KLSE: 0263) operates in the electronics manufacturing services for automotive markets in Malaysia where vehicle sales were up 6.6% 1H24.Read more
Hololive's Cover Corporation continues to experience margin compression due to excessive spending, increased annual salaries with employees working with Unity, Unreal and their Metaverse project and delayed response to Japan-U.S. tariff trade issues. Q3 will see a partial return to normal merchandise sales to the U.S. with Cover finally responding to shipping costs beginning mid November 2025.Read more

If one were to deep-dive this stock and do actual analysis, one would find this company is healthier than the majority of those offering stock. The "leader" has been at the helm for DECADES and has been doing nothing but buying his own stock- this is a "sleeper" of epic proportions...Read more

PayPal exhibits a robust financial position with a substantial cash reserve and consistent profitability. The company's strong balance sheet enables investments in growth initiatives, irrespective of the prevailing economic conditions.Read more
