CrowdStrike: A Cybersecurity Powerhouse with Promising Growth
In the summer of 2024, Crowdstrike made the headlines but not for the reasons investors would...
India: Rise, Pause, and the Road Ahead
India: The World’s Growth Champion Even as Growth Slows
For the past few years, India has been...
Siemens Energy, is the 300% surge justified?
Siemens Energy took on a lot of attention as it has raced up ~300% over the past twelve months....
Goldman Sachs: Bullish or Bearish?
Decoding the 2025 Outlook
Goldman Sachs (GS) delivered a stellar 52% shareholder return in 2024,...
The weird bank with surging revenue: Bank of Georgia
$BGEO.L is a retail and commercial bank from Georgia. The group comprehends two different entities,...
Greggs in the Face of UK Economic Pressures: A Resilient Investment Opportunity?
1. Introduction
Greggs, the UK's leading bakery chain, has long been a staple on British streets,...
Team viewer: the overlooked tech business
The biggest challenge in value investing is not finding cheap companies, it is finding value where...
Where Is “Smart Money” Moving? Top Investors Reveal Their Bets
In recent days, we've taken a peek into the portfolios of the world's most successful investors....
Estée Lauder’s Luxury Illusion: Is the Brand Dying?
Once a symbol of luxury skincare, Estée Lauder ($EL) is now facing challenges, with a decrease in...
Nomad Foods: A Yummy Opportunity
Nomad Foods ($NOMD) is Europe’s leading frozen food company. Its ERP backdrop could be a yummy...