Global Community
Our community narratives are driven by numbers and valuation.
Community Investing Ideas
Global Weekly Picks
Hermès - Expensive bags, and expensive stock. And the story of €14 billion of bearer shares gone missing.
A Case for Silver X reaching CAD$18 by 2031 (a possible 30 bagger)
Silver X Mining Corp (TSXV: AGX / OTCQB: AGXPF) – Stock Analysis & 5-Year NAV-Based Price Projection (as of ~March 2026) Silver X is a producing junior silver-polymetallic miner operating the Nueva Recuperada district-scale project in central Peru (Tangana mining unit + Plata development potential). It owns ~20,795 ha with existing infrastructure, permits, and brownfield upside.Read more
High Tide's Future Potential Will Surge with 15% Revenue Growth
Raj confirms store staff gets a commission for every new ELITE sign-up. That creates massive internal motivation – employees pitch ELITE customers.Read more
NZ company with gumption aims to provide services to SMEs across The Ditch
Great to see a NZ company with the gumption to exploit a niche in services to SMEs (who often miss out on affordable software to run their businesses) both sides of the Tasman. Questions I'd like to ask: as of March 2026 why no NZ releases since May 2025 ?Read more
Coherent Corp. (COHR): The Optical AI Engine – Scaling the Photon-Silicon Frontier
Coherent Corp. (COHR) is trading at $250.40 USD on the NYSE as of March 21, 2026, coming off a high-octane week marked by a 9.1% Friday pullback.Read more
BHP’s value is durability today (iron ore) and optionality tomorrow (copper + potash). Execution and macro demand are the swing factors.
Catalysts 1) Copper demand: electrification + AI-driven power infrastructure The market often frames copper as an “energy transition” commodity, but I see incremental demand coming from AI/data-center power density and grid capex (transmission, distribution, redundancy). This supports a structurally tighter copper market over time.Read more
Is This strategic transformation of TTE? Significant re-rating potential
The New Geopolitics of Energy in the Age of Digitalization and Artificial Intelligence Global energy markets are experiencing one of the most volatile and transformative periods in history, at the intersection of geopolitical risk premiums, trade protectionist tendencies, and fluctuating demand projections. By 2025, the world faces a reality where the gap between carbon neutrality targets and the need for uninterrupted energy is narrowing.Read more
High quality compounder, but current valuation leaves limited margin of safety.
Pidilite – A Business That Quietly Compounds When I first looked at Pidilite, I did not see just an adhesive company. I saw a business that has become part of how Indian homes are built and maintained.Read more
MINISO's fair value is projected at 26.69 with an anticipated PE ratio shift of 20x
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
YoY Percentage Growth: +5.8%
Metric 2025 Data 2024 Data P/E Ratio 6.16x (at ₱74.00 price) 6.56x Book Value ₱203.16 ₱187.17 9M EPS ₱12.08 ₱11.29 Full Year EPS ₱15.72 ₱14.85 2025 4Q EPS ₱3.64 ₱3.56 YoY Earnings Performance YoY Earnings Value (Increase): +₱0.65 Billion (Total Net Income: ₱11.85 Billion) YoY Percentage Growth: +5.8% Security Bank reports 22% revenue growth, builds reserves for resilience Security Bank delivered 22% revenue growth in 2025 to P66.9B, powered by strong core banking and a 26% surge in pre-provision operating profit. Net income rose 3% to P11.6B as the bank nearly doubled credit reserves to strengthen its balance sheet.Read more
