Our community narratives are driven by numbers and valuation.
Tomra Systems ASA is a Norwegian based industrial machinery Maker which get most of its revenues from Machines and sensors of collection (56%), food (25%) and recycling waste materials (17%) with a total 2025 net revenue of €1318 M (€1,318 B). Now the company is set to benefit from PPWR, which is The European Union's Packaging Waste Regulation (PPWR) that became mandatory on August 12, 2026, setting strict new sustainability, labeling, and reduction standards for all packaging of the EU countries.Read more
Resonance Health just posted its strongest year in decades, showing it can grow and generate cash without needing fresh investor money. The twist is that the market seems to be ignoring a growing backlog of trial work and a near-term readout on a new liver test that could open up a much bigger opportunity.Read more
Kuya Silver Corporation CSE: KUYA / OTCQB: KUYAF / FRA: 6MR1 Introduction Kuya Silver is a Canadian-based, growth-oriented silver mining company whose flagship asset is the Bethania Silver Mine in central Peru. Unlike many junior silver companies that remain years away from production, Bethania is already operating.Read more

Why Brava Energia (BRAV3) is Deeply Mispriced at R$ 17 At R$ 17 per share , the market is pricing Brava Energia as a distressed asset, ignoring its imminent 2027 transformation. The Investment Thesis Production Inflection: The current drilling campaign will add 4 key offshore wells in its main assets, Atlanta and Papa-Terra, pushing total production toward 120,000 boe/d.Read more

A little-followed Mexico-based direct seller looks cheap to the market, even as the controlling founder and the CEO keep buying more shares. The business is growing again, pays a steady dividend, and now has a fresh boost from the Tupperware deal—but the integration could still be where this story breaks.Read more

Cheetah Net is undergoing a significant transformation from a traditional logistics and warehousing company into an international trading business. The acquisition of Super International Trading provides a new growth engine and is expected to become an increasingly important part of the company's revenue.Read more
A1 A.K. Koh Group Berhad (A1AKK) is entering its new financial year with a stronger underlying earnings profile and a healthier balance sheet, even though its final quarter was weighed down by higher promotional spending and tax-related items. For the fourth quarter ended 30 June 2026, the Group recorded revenue of RM16.70 million, up 5.8% from RM15.78 million a year earlier.Read more
This article appeared on my substack page a couple of days ago ( https://piproberts25.substack.com/p/unilever-lseulvr-changes-in-the-wind?r=6kjdcg&utm_campaign=post-expanded-share&utm_medium=web ) Unilever (LSE:ULVR) is changing. It has plans to no longer simply be the mature consumer staples business it has been for decades.Read more
Standing on the shoulders of the giants As I grow as an investor, I am increasingly focused on building a repeatable process for identifying mispriced stocks. My approach draws on Michael Mauboussin’s classic book, Expectations Investing.Read more
