Global Community
Our community narratives are driven by numbers and valuation.
Community Investing Ideas
Global Weekly Picks
Duolingo (DUOL): Why A 20% Drop Might Be The Entry Point We've Been Waiting For
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
Investment Thesis: Costco Wholesale (COST)
1. Executive Summary Costco Wholesale represents one of the highest-quality businesses in the public markets, characterized by a Wide Economic Moat , best-in-class leadership, and a recurring revenue model that offers unusual stability.Read more
The "Easy Money" Is Gone: Why Alphabet Is Now a "Show Me" Story
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
The "Sleeping Giant" Stumbles, Then Wakes Up
December 28, 2025 For precisely 48 hours in mid-December 2025, it looked like the "Alex Chriss Turnaround" at PayPal was about to shift into overdrive. On December 15, the payments giant finally pulled the trigger on a strategy investors had whispered about for years: it filed to become a bank.Read more
Iluka (ASX:ILU) an interesting future
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 Stock: The Toll Booth at the Center of Global Commerce
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’s Bold Bet on AI Pays Off
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 Electronics Manufacturer Consistent and Stable
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
Q3 Outlook modestly optimistic
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
