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VTEX acquisition pivots KITZ to global #2 in semiconductor vacuum valves
Acquisition of V TEX Corporation A franchise-defining semiconductor acquisition – With the ¥9.4bn acquisition of VTEX, KITZ becomes the clear global number two in semiconductor vacuum valves, with ~9% market share and the leading supplier within the booming Japanese Wafer Fab Equipment (WFE) supply chain. While the market may view this as a minor bolt-on acquisition, we believe it is a franchise-defining transaction of significant strategic importance.Read more
Roblox Future PE to Soar by 17% in the Next 5 Years
Roblox keeps growing, but new safety and age-check changes could slow things down and force higher spending before the benefits show up. See what needs to go right for the platform to stay a strong cash generator—and what could disappoint if growth, creator payouts, or share dilution don’t improve.Read more
Strong in favor of diversity in value portfolio
Diversification in my portfolio meant investing in the healthcare sector. I already owned Pfizer.Read more
A Bet on the Last Breath of a Flying Prototype
New Horizon Aircraft is trying to build a new kind of hybrid aircraft with big range ambitions, but it’s doing it with a tiny team and a thin cash cushion compared with far better-funded rivals. The upside hinges on clearing a tough certification path or finding a buyer before repeated fundraising and weak controls leave everyday shareholders with little left.Read more
IXR has a Plan to Bypass China's REE Separation Moat.
China still controls the hardest step in making rare earth magnets, but Ionic Rare Earths aims to sidestep that by recycling magnet waste right next to new factories in the West. The big question is whether it can scale this plug-in recycling model fast enough, before cash needs and fierce competition catch up.Read more
Relatively mispriced taken into account its intrinsic growth profile, providing a defensive, cash-generative entry point for investors
Novo Nordisk occupies an enviable position as a dominant player in a strict global duopoly (alongside Eli Lilly) disrupting the cardiometabolic healthcare landscape. Driven by its blockbuster semaglutide platform (Ozempic, Wegovy, Rybelsus), the company has transformed from a mature legacy insulin provider into a high-growth compounding machine.Read more
Nova Ljubljanska Banka d.d. future looks bright with a profit margin change of 38%
Nova Ljubljanska Banka is betting it can keep earnings strong while returning more cash to shareholders, helped by better efficiency and new sources of income. The big question is whether it can hold up its lending profits and expand into nearby markets without running into political and competitive headaches.Read more
Palantir: Operating System for Government and Regulated Industry AI
Investment Thesis Palantir is positioning itself as a foundational AI deployment layer for governments and regulated industries. Unlike model providers or infrastructure hyperscalers, Palantir integrates AI into live operational workflows, with security controls, compliance guardrails, and auditability embedded into the platform.Read more
Cboe Global Markets will thrive with a future PE of 28.91x leading to growth
Cboe runs the behind-the-scenes markets where many investors and companies trade options, currency products, and market data, and its latest results point to growing demand across several parts of the business. The company looks like it can keep expanding profits while benefiting from hard-to-copy advantages like regulation and scale, but the big question is whether that strong momentum can last.Read more
