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M&A machine with a relentless focus on operational excellence
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AL
Britam Holdings will navigate a 2.43 fair value journey to growth
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Quantumscape will dominate Data Centre, Robotics, Drones and Cars. They are a capital light royalty machine.
Fair Value: US$55 79.9% undervalued intrinsic discount
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WE
The "Sleeping Giant" Stumbles, Then Wakes Up
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NVDA: Expanding AI Demand Will Drive Major Data Center Investments Through 2026
Fair Value: US$253.02 27.6% undervalued intrinsic discount
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Undervalued Key Player in Magnets/Rare Earth
Fair Value: CA$25.33 24.1% undervalued intrinsic discount
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