Global Community

Nova Ljubljanska Banka aims to grow its core income and profits over the next few years, helped by tighter costs and a bigger push into fee-based services and possible acquisitions. The big question is whether it can keep earning strong returns as lending conditions change, and whether expansion into nearby markets could unlock a new phase of growth.Read more

Baviera: Europe's Most Capital-Efficient Eye Care Compounder — Trading at Distressed Multiples While Delivering 15% CAGR and 40% ROCE. Fair Value €88/share ### The Business Clínica Baviera is Europe's leading specialist ophthalmology clinic network, focused on laser vision correction and intraocular surgery.Read more

SharkNinja’s kitchen gadgets keep turning into everyday staples, helped by loyal fans and a growing push to sell more products directly to customers. But with shoppers tightening their belts and trade costs squeezing profits, the big question is whether the brand is already priced for more good news than it can deliver.Read more

Robinhood could see a surge in trading if new rules make it easier for everyday people to day trade and if calmer headlines lift the mood in markets. But the same forces can swing the other way, and the business also depends heavily on what happens in crypto.Read more

Oklo is another modular / small nuclear reactor maker, calling them Aurora Powerhouses. But, it's not trying to sell reactors, it's trying to sell long-term electricity contracts, maintaining ownership of the plants.Read more

Investment Thesis Broadcom is often viewed as an AI stock. I believe that framing understates both the quality and durability of the business.Read more

I think Coinbase is best understood as a leveraged bet on long-term crypto adoption, rather than a normal operating business with smooth, predictable growth. What matters most is not whether next year looks clean, but whether crypto becomes a meaningfully larger asset class over time.Read more

Catalysts Rapid AI XPU ramp — deployment ramps across six major customers (Google, Anthropic, Meta, OpenAI and others) with management expecting multi‑gigawatt deployments in 2027, driving a large increase in chip volume. FY2027 AI chip TAM expansion — management states line‑of‑sight to >$100B of chip revenue in 2027 (chips only), implying outsized revenue growth if customer gigawatt plans materialize.Read more

The proposed NextEra Energy and Dominion Energy merger should not be viewed as a traditional utility consolidation alone. In my opinion, the strategic value is much larger because Dominion gives NextEra direct exposure to one of the most important electricity-demand markets in the world: Northern Virginia’s data-center corridor.Read more