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GOOGL is a stock that I am very excited about for multiple reasons. For this I will be talking and touching up on a lot of things that were released today in their Q2 2025 Earnings Report.

Strong Operational Momentum Palm oil production up +19.1% YoY , driven by improved yields and extraction rates. Banana volumes up +3.4% , supported by maturing plantations.

Zegona – Key Notes for Monitoring 1. Main thesis: Zegona acquired Vodafone Spain (EV €5.0 B) with very little cash outlay thanks to debt financing and €900 M in Redeemable Preference Shares (RPS) issued to Vodafone via EJLSHM Funding Ltd.

1. Catalysts Evenamide (Schizophrenia Add-On Therapy): The key growth catalyst for Newron is Evenamide, a novel glutamate-modulating drug in Phase III development for treatment-resistant schizophrenia (TRS).

I believe the fair value of Dolmen City REIT (DCR) stock is approximately 42.89 PKR, significantly higher than its current market price of around 32.25 PKR. This opinion is based on a fundamental analysis of DCR’s financial metrics and market position, which suggest the stock is undervalued.

Recent Mr. Cooper and Redfin acquisitions prop up the company to become a mortgage conglomerate. Users will be able to one-stop-shop for homes and mortgages through the Redfin or Rocket Mortgage apps.

Key Highlights Financial Performance (Q3 FY25) Record Revenue : $148.1 million Record Adjusted EBITDA : $83.3 million Record EBITDA : $82.7 million Profit After Tax : $24.2 million Avg. Operating Hashrate : 29.4 EH/s Strong Margins : All-in cash cost per BTC mined at $41k vs.

DFC based on: Date: August 28, 2025 Forecast Horizon : 5.0 years ## Weighted Average Cost of Capital (WACC) - WACC Value : 0.0296 - Calculation Details : - Equity Market Value : 251,279,184.0 - Debt Market Value : 1,468,357.0 - Total Capital : 252,747,541.0 - Cost of Equity (CAPM) : 0.0292 - Cost of Debt : 0.1276 - Tax Rate : 30.95% ## Capital Asset Pricing Model (CAPM) - Risk-Free Rate : 0.0180 - Beta : 0.41 - Equity Risk Premium (ERP) : 0.0274 - CAPM Formula : Risk-free rate + Beta × ERP - CAPM Value : 0.0292 ## Cost of Debt - Interest Expense : 187,409.0 - Debt Market Value : 1,468,357.0 - Cost of Debt Formula : Interest Expense / Debt Market Value - Cost of Debt Value : 0.1276 ## Growth Model Analysis - Initial Growth Rate : 27.02% - Number of Periods (n) : 5.0 - Terminal Growth Rate : 2.00% ## WACC Data Table | Metric | Value | |:---------------------|-----------------:| | initial FCFF | 1.46232e+07 | | initial growth rate | 0.270176 | | equity market value | 2.51279e+08 | | debt market value | 1.46836e+06 | | tax rate | 0.309485 | | Risk-free rate | 0.018 | | beta | 0.41 | | ERP | 0.0274349 | | terminal growth rate | 0.02 | | forecast horizon | 5 | | Interest expense | 187409 | | number of shares | 4.05289e+08 | ## DCF Fair Value Estimate - Estimated Fair Bear Value: 6.107 - Estimated Fair Base Value: 7.499 - Estimated Fair Bull Value: 11.320 - Expected Value of PERT Distribution: 7.904

1. The Backbone of the AI Revolution NVIDIA is not just a chipmaker.