Global Community
Our community narratives are driven by numbers and valuation.
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Global Weekly Picks
Discounted Cash Flow Valuation of Lucky Cement Limited (LUCK)
Intrinsic Value Assessment Based on the Discounted Cash Flow (DCF) valuation using the Free Cash Flow to Firm (FCFF) approach, the estimated intrinsic value of Lucky Cement Limited is PKR 511.80 per share under the base case assumptions. The valuation incorporates projected revenue growth gradually declining from 8% to 4%, a stable EBIT margin of 22.07%, and a terminal growth rate of 3.0%.Read more
$CRI Creotech Instruments (WSE:CRI): Two Minute Drill
Poland’s sovereign satellite monopoly. €59M ESA contract, 40 sats/yr by 2029.Read more
LVMH’s Cash Flow Is Holding Up, But The Stock Still Needs A Better Entry Point
Luxury investors are caught between two signals that do not fully agree. On one side, LVMH is no longer trading like an untouchable compounder with endless pricing power.Read more
Temporary "perfect storm" leads to opportunity to buy financial services leader for less than 5x long-term earnings
The Most Beaten Down Stock in Financial Services Are you having a bad day? Chances are Fiserv (FISV) has had it worse.Read more
Palfinger’s Valuation Depends On Whether Free Cash Flow Can Hold
The market is treating Palfinger like a cyclical industrial name that has already had its recovery move. That caution is understandable: demand is still uneven across regions, U.S. tariff policy remains a risk, and machinery stocks can derate quickly when orders soften.Read more
Circus SE's AI-driven food systems will augment global food service
The Broadest Strokes If executed well, the technology could majorly impact the at-scale food service industry. It is particularly suitable for use in airports, at hospitals, universities, gas stations and rest areas, and supermarkets.Read more
WHY YOU SHOULD NOT BUY THE SPACEX IPO
Originally posted on June 5th 2026 on the Woodworth Contrarian Fund News Page: https://www.woodworth.fund/news/why-you-should-not-buy-the-spacex-ipo Brought to you by The Millegans & The Woodworth Contrarian Fund Sisyphus of Wall Street & The Weight of Hype: Why chasing marquee allocations is a rigged game—and what contrarians do instead. Overview: Biggest IPO ever… for whom?Read more
Why I think Iovance is undervalued
In my opinion, Iovance is one of those biotech companies where the market is still focused on what went wrong in the past instead of what could happen over the next few years. After a disappointing commercial launch in 2025, many investors lost confidence and the share price fell sharply.Read more
