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Block is Set to Rebound from Regulatory Challenges with 6% Revenue Growth
Summary Block, Inc. is trading at ~16-17x earnings, well below its 12-month average of ~30x.Read more
Mastercard Poised for Growth with 10.74% Revenue Surge
Reasons that favour Mastercard over Visa Diversified, non-card revenue growth: increasing value-added services (data/analytics, security, gateway) enhance revenue per transaction and reduce pure-volume dependence. International mix and growth runway: large exposure to faster-growing regions and cross-border flows gives higher long-term volume growth potential.Read more
A fortress-like financial tech company riding global digital payments and fintech innovation waves
1. Global Payments Backbone with Scale & Reach Mastercard’s network processes over $8 trillion in annual purchase volume , powered by relationships with banks, merchants, businesses, and governments in more than 200 countries.Read more
CHAMPION BREWERIES PLC Q3 Result – Earnings Rebound Driven by Strong Volume Growth Amid Rising Finance Costs and Working Capital Expansion
Executive Summary Champion Breweries Plc (“Champion” or “the Company”) delivered a strong top-line and bottom-line recovery for the nine months ended September 30, 2025, supported by robust production volumes, improved pricing, and operational scale. Revenue surged 53% YoY to ₦21.44 billion , reflecting broad-based growth in beer and malt sales.Read more
Lyc added to MSCI Australia Index 25/11
Lyc was added on 5/11/25 to the MSCI Australia Standard Index, tracked by well-traded ETF’s, taking effect on 25/11/2025. Recent price upgrades by UBS, Macquarie & Goldman Sachs.Read more
Caverton Offshore Support Group Plc Q3 Result – Challenging Period Amid FX Volatility and High Finance Costs
Executive Summary Caverton Offshore Support Group Plc reported a challenging performance for the nine months ended September 30, 2025, impacted by significant foreign exchange losses, high finance costs, and operational pressures. Group revenue for 9M 2025 stood at ₦20.45 billion , reflecting operational stability compared to prior year, but overall profitability was constrained by net foreign exchange losses of ₦731 million, administrative costs of ₦6.62 billion, and substantial finance costs of ₦14.37 billion.Read more
The company that went from selling GPUs to gamers to becoming the AI arms dealer of the 21st century.
1. The Backbone of the AI Revolution NVIDIA is not just a chipmaker.Read more
Willamette Valley Vineyards (WVVI): Not-So-Great Value
A recently shuttered WVVI tasting room in McMinnville, OR (November 2025) Date: November 18th 2025 Analyst: Drew Millegan & the Woodworth Contrarian Fund Originally posted on the Woodworth Contrarian Fund News page: https://www.woodworth.fund/news/willamette-valley-vineyards-wvvi-not-so-great-value Fair Value: Unclear. As an Oregon-based hedge fund, we often get the opportunity to more closely investigate local companies that are otherwise too small to register on most firms’ radars.Read more
A Company With Sky-High Multiples and Zero Debt: The Numbers Tell a Very Different Story.
To figure out what this stock is really worth, I ran it through five different “fair value checks,” each looking at the company from a different angle. First, I compared its P/E to its peers and got a much lower fair value because the company’s P/E (372) is way higher than the industry average, producing a fair value of about $18.Read more
