Global Community

IDP Education looks deeply out of favour as governments tighten rules for international students, but the business still manages to raise prices even while fewer students apply. The big question is whether this is a temporary policy slump that can fade, or a lasting hit from new rivals and tougher visa settings.Read more

A Japanese telecom in Okinawa starts keeping more mobile customers as its new phone plans and device-focused offers begin to cut cancellations. It’s also looking beyond mobile with business services and a move into electricity retail, but competition and execution will matter.Read more

EverQuote (EVER) Investment Thesis As a quantitative fundamental value investor, I seek out businesses where market expectations appear disconnected from economic reality. I estimate intrinsic value using discounted cash flow analysis, calculate an intrinsic price based on distributable cash flows, and then test the opportunity through my 3P Framework: 1.Read more

A Japanese consulting and IT services firm is coming out of the gate with a much stronger start than expected, helped by growing demand from government and public-sector clients. Management is still talking down the rest of the year while investing more in people and new capabilities like AI, setting up a clear debate on whether the caution is realistic or overly conservative.Read more

West Red Lake Gold Mines TSXV: WRLG / OTCQB: WRLGF Introduction West Red Lake Gold Mines is a Canadian gold producer and developer focused on building a high-grade production platform in the Red Lake district of northwestern Ontario, Canada. The flagship asset is the 100 percent owned Madsen Mine, a fully permitted underground gold mine that declared commercial production in January 2026.Read more

Price A$0.78 · Market cap A$43.6m · 62.27m shares · FY26 result released 20 August 2026 Dusk released its FY26 annual report on 20 August, a week earlier than flagged, with an unqualified KPMG opinion. The stock is at A$0.78, near its 52-week low, having closed the financial year at A$0.74.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

Robo.ai’s share price has started to look less like a wild gamble and more like a steady uptrend, with buyers still defending the long-term line in the sand. The big question now is whether it can push through a stubborn ceiling and spark the next leg higher—or slip back into a sharper selloff.Read more

A little-known ride-hailing company in Türkiye claims its market looks like the early days of ride apps in the U.S., with lots of room to grow and raise prices over time. It also says it has a clearer path to profits and fewer cost headaches than big U.S. platforms, while expanding from rides into deliveries and other everyday services.Read more