Global Community
Our community narratives are driven by numbers and valuation.
Community Investing Ideas
Global Weekly Picks
Endless Promises, Underwhelming Outcomes
Tesla under Elon Musk kind of feels like a Ponzi scheme, it never delivers on the original promises and just keeps hyping up even bigger ones for the future. it is a hype machine: Tesla’s Future Is Always Just Around the Corner!Read more
Competition And Production Cost Blowouts Will Hurt Cash Flows
Key Takeaways Increased licensing and production costs will see Disney's profitability decline or they'll pass on these increasing costs to subscribers and risk alienating them. Competition from non-traditional media platforms like YouTube or Tik-Tok could draw younger audiences away from Disney's services.Read more
Moderation and Stabilisation: HOLD: Fair Price based on a 4-year Cycle is $12.08
Credit Corp Group Limited ASX: CCP Market Cap: AU$923.0m Weighted Average Number of Shares: 80.37m The Business CCP’s main business is acquiring portfolios of bad debts from financial institutions and collecting on them for profit. As the original lenders write off these debts, the portfolios are generally bought at a discount.Read more
Vision of a Global Uranium Upsurge with a Price Target of €0.50
Based on the information available, setting a price target of €0.50 for Global Uranium Corp. (DB:Q3J) appears optimistic.Read more
ECPG is a solid company
The company's ERC-Estimated remaining collections exceeds $5B. Its market capitalization is less than $1B, making its liquidation value more than its trading value.Read more
Unlock value through strategic pivot towards descentralised model.
Green Landscape est un réseau décentralisé de micro-champions locaux dans la gestion des espaces verts, offrant un service de proximité à haute valeur ajoutée dans un marché fragmenté à forte barrière à l’entrée. Après des années d’intégration top-down peu performante, le groupe opère un pivot stratégique vers une structure agile, focalisée sur la rentabilité et la satisfaction client locale.Read more
Neutral for an average person like me.
Who are they, and what do they do? Best Buy is the world’s largest specialty electronics retailer.Read more
Margin expansion required to find significant upside
Narrative on Purchase Strong revenue growth supported by expansion into Europe & US, particularly through online channels Increasing size of outdoor clothing & equipment market should buoy the company Purchased at approx $1.42 in 2022 Update on Narrative Retail environment has been challenging over the last few years Kathmandu Brands have seen approx 10% - 15% declines in sales over the last year Sales are continuing to be weak as compared to last year Why has it been challenging? Cost of living pressures make the retail environment challenging, particularly for the types of clothing Kathmandu sells Mostly high priced gear for outdoor activities.Read more
Broadening Its Value Chain Into Software & Silicon Will Increase Margins
Key Takeaways Apple will dominate thanks to brand, installed user base, and ecosystem of products More revenue from Services will increase gross and net margins Apple Silicon is paving the way for it to gain market share in the PC space More parts being developed in-house should increase product margins Biggest risks are manufacturing challenges and reliance on emerging markets growth (India) Catalysts Apple’s Brand leads to sticky revenues and increasing installed device base Apple has become more than a tech hardware and software company, it has become a lifestyle product. It has embedded itself into the lives of billions of people around the world, many of whom say they couldn’t live without their iPhone.Read more
