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Global Weekly Picks
The cloud data warehouse space is heating up, and Snowflake sits right in the middle of it all
The cloud data warehouse space is heating up, and Snowflake Inc. (NYSE: SNOW) sits right in the middle of it all.Read more
Agfa-Gevaert is a digital and materials turnaround opportunity, with growth potential in ZIRFON, but carrying legacy risks.
Agfa-Gevaert: A New Lease of Life Through Digitalisation and Materials Innovation A Careful Industrial Repositioning, Driven by Discipline, Digitalisation, and Speciality Materials Agfa-Gevaert (Euronext: AGFB) has undergone a transformation from an iconic photographic company into a focused digital imaging and specialty materials company. Following the sale of its Offset Solutions division to Aurelius Group in 2023, Agfa significantly reduced its exposure to the cyclical print sector and freed up capital for growth in higher-margin segments, such as digital radiology, industrial inkjet, and advanced chemical materials.Read more
BHP: Positioning for the AI, Energy, and Food Security Supercycles
Catalysts What are the underlying business or industry changes driving this perspective? Data Center and AI-Driven Copper Demand: Beyond general electrification, the explosive growth of Artificial Intelligence (AI) data centers is creating a new, capital-intensive source of demand for copper.Read more
What on earth are 'Functional Sodas', and are they the way forward?
The company is at an inflection point. After years of flat revenue at around $91B , it faces mounting pressure from shifting consumer preferences, health trends, and affordability concerns.Read more
IREN's Bold Moves in Sustainable Bitcoin Mining & AI Data Centers
A Note to New Readers: Welcome. What you are about to read is my original narrative for IREN, first published in September 2024.Read more
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
Tasmea Limited (ASX: TEA) has taken a bold strategic step with its acquisition of WorkPac Group
Why This Matters Diversified Service Offering: Tasmea already operates across four specialist segments—Electrical, Mechanical, Civil, and Water & Fluid. With WorkPac’s advanced recruitment engine, Tasmea now adds a Workforce Solutions segment , enabling rapid sourcing and deployment of skilled labour at scale.Read more
