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Global Weekly Picks
Coca-Cola’s Intrinsic Value Set to Rise with Fed Rate Cut
The Federal Reserve’s recent 25 basis point cut may appear modest, but for Coca-Cola (NYSE: KO), it carries meaningful implications for valuation. As a consumer staples giant with steady free cash flows and a reputation as a dividend aristocrat, KO is highly sensitive to discount rates in long-term models.Read more
AI Dichotomy: Adobe's opportunity and gravest threat
TL;DR For me, Adobe is the quintessential falling knife. I’ll buy if it drops further — not because I believe in a renaissance, but because fortress-like margins and sticky workflows can keep this wounded giant on its feet.Read more
American Airlines is the ugly duckling in the US airlines industry
There's a single reason why American is the least attractive of US legacy carriers (in terms of investing, anyway): its balance sheet. If most airlines and certainly those in the US are loaded up to the hilt with debt, American goes so far as to boast negative equity - any startup would go belly-up with a balance sheet such as this one.Read more
ABO Wind AG will capitalize on Europe's green transition with projected €50 million profit by 2027
1. Overview of ABO Wind AG ABO Wind AG is a German company specializing in the development of renewable energy projects, primarily wind and solar.Read more
GigaCloud's Ambitious Path to $5-10B Revenue in Five Years Revealed
Catalysts Strong Growth Momentum GigaCloud’s marketplace GMV has grown rapidly, now surpassing US$10B annually, with revenue maintaining double-digit growth. 2024 revenue was about US$1.16B , up ~65% YoY.Read more
Palo Alto Networks: Platform Consolidation in a Zero-Trust World
Investment Thesis Palo Alto Networks represents the clearest beneficiary of cybersecurity's inevitable platform consolidation. As the world's largest cybersecurity company ($130B market cap, $9B+ revenue), PANW has successfully transformed from a firewall vendor into a comprehensive security ecosystem that customers increasingly view as essential infrastructure.Read more
Embrace the Growth of Softlogic Life with a Strong Buy at LKR 76.10 ⭐⭐⭐⭐⭐
Softlogic Life Insurance PLC (AAIC) – Strong Buy Recommendation Softlogic Life (AAIC) is a classic Fast Grower in Sri Lanka’s underpenetrated life insurance market. Gross Written Premiums (GWP) have grown 10x in the last decade , with a 29% YoY increase in 1H 2025 , far outpacing the industry.Read more
Sagicor Group Jamaica's P/E Ratio Predicted to Hit 11.4x by 2025
Sagicor Group Jamaica (SJ) has an estimated intrinsic value of approximately J$59.00–J$61.00 per share for 2025, based on discounted cash flow models and recent analyst reports (SimplyWall.St, GuruFocus). The current market price is typically in the J$50–J$56 range.Read more
LENZ Therapeutics - a high risk high reward small cap biotech stock
Hello Simply Wallstreet I have some DD on a small cap company I want to share. Firstly I want you all to be aware of the risks associated with small caps.Read more
