Our community narratives are driven by numbers and valuation.
When investors look at the Malaysian construction and property sectors, giants like MRCB or Berjaya Corporation often dominate the conversation. However, peering into the micro-cap space often reveals hidden value.Read more
Walmart’s SBU ‘Other’: A Forward-Looking Perspective As Walmart continues to diversify its business, the SBU “Other” has emerged as a dynamic growth engine, capturing new opportunities beyond traditional retail. The week of June 13–19, 2026, offers a compelling snapshot of this segment’s momentum and sets the stage for future projections.Read more
Investors worry that new AI tools could make Intuit’s tax and small-business software easier to replace, and the market is treating that as a lasting hit to the business. The contrarian view is that Intuit’s large customer base, trusted products, and steady cash generation give it more time to adapt than the current mood suggests—if it can turn AI into features customers will pay for.Read more
Abitibi Metals is building its story around a high-grade copper-rich deposit in Québec, backed by an active drill program, experienced operators, and a strategic partner. The upside hinges on turning strong drill results and early processing tests into a clear path to a real mine, but that proof still isn’t in hand yet.Read more

Q2 FY7/26 results update Prioritizing investment in human capital – Q1-2 FY7/26 results were mixed, with sustained high double-digit sales growth and stable high gross margins, with sustained improvement at the parent company level. However, this was offset by an accelerated recruitment profile, which resulted in negative YoY OP growth.Read more

As a quantitative fundamental value investor, I seek out for deep value stocks, estimate their fair value, compute their intrinsic price and run them through my check list to see if I can invest in them. I take the three filter approach - is my thesis Possible?Read more

SpaceX’s public debut has plenty of buzz, but the core business still looks like a costly, hardware-heavy operator where profits may stay slim. Starlink growth and government work could help, yet competition, regulation, and the uncertain payoff from ties to xAI could keep expectations in check.Read more
Adyen is trying to move beyond simply processing payments by adding tools that help merchants handle things like identity checks, promotions, billing, and moving money. The key question is whether these add-ons turn into real cash over time—or end up being a nice story that doesn’t change the business much.Read more
Virtuix starts as a device that lets people walk and run inside virtual worlds, but the bigger story is its push into military training and realistic digital “terrain” made from ordinary video. With major military groups already testing it and a new path to reach a much larger VR headset audience, the company’s next moves could reshape where its growth really comes from.Read more
