Global Community
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Global Weekly Picks
The "Porsche" of Internet Switches
<<< To see my other narratives, please scroll up and klick on Tokyo (next to my profile picture) >>> My main narrative for ANET: Young company (founded 2004, IPO 2014), disrupting CISCO in the High Speed Switch Market (for Datacenter, Cloud and AI) Very successful introduction of Fast Internet Switches for Brokerage (High Speed Trading) Internet Speed will continuously increase to meet “tactile internet” capabilities (control robots or vehicles over distance (through internet) with nearly no delay) Perfect fit of Arista HW and Arista SW, as known from Apple devices, leads to high customer satisfaction and customer binding I focus also on: More equity than debt. Ratio is at 0%.Read more
British American Tobacco Kenya will shine with a promising 29% revenue growth
British American Tobacco Kenya Plc (BAT Kenya), listed on the Nairobi Securities Exchange (NSE) under the ticker symbol BAT, is a prominent entity in Kenya's consumer goods industry, focusing on the manufacture and sale of both tobacco products and tobacco-free oral nicotine pouches. Since its establishment in 1907 and listing on the NSE in 1969, BAT Kenya has built a significant presence in the market, contributing substantially to the country's economy by providing direct and indirect employment to over 80,000 Kenyans and generating considerable tax revenue.Read more
Sunshine Powers More Than Plants-Samaiden
Malaysia’s push to expand clean energy creates a tailwind for Samaiden, a company that builds solar projects and is branching into storage, smart grids, and other renewables. The big question is whether it can keep projects flowing if government-backed solar slows, and how it manages supply-chain hiccups along the way.Read more
Viant Technology: A Rising AdTech Challenger in the AI-Powered CTV Market
Summary: A High-Growth AI-Driven AdTech Play AI-powered, high-growth mid-cap stock in the digital ad space with strong long-term upside potential. Booming CTV Market Opportunity: $60B+ in TV ad budgets are shifting to Connected TV (CTV), and Viant (DSP) is positioned to capture market share.Read more
Quality and Possible Rerating
Le marché perçoit Racing Force comme une microcap obscure, active dans un marché passion peu scalable. Racing Force est en réalité une plateforme d’équipements de sécurité certifiés dans un marché mondial de niche mais fragmenté, qui combine trois avantages réunis : Une marque culte (Bell) avec un pricing power régulé (normes FIA) → barrières à l’entrée fortes , Une structure légère et rentable , peu gourmande en capital, capable d’autofinancer une stratégie de croissance externe (buy-and-build sur les niches du racing), Une optionalité cachée : Zeronoise (headset racing tech), Racing Spirit (lifestyle), et le potentiel de devenir l’acteur dominant en “safety-as-a-service” dans les circuits.Read more
A Turnaround Taking Flight on Commercial Recovery and Operational Execution
Boeing looks like a true comeback story as air travel stays strong and airlines rush to replace and expand their fleets, but the real question is whether the company can actually build and deliver planes smoothly again. New leadership, a reopening path in China, and a huge order book could help, yet quality problems, supply delays, and a shaky balance sheet mean the next few years could still get bumpy.Read more
Tufton Assets: High-Yield, Deep-Value Shipping with a Built-In Exit 28% NAV Discount
A little-known shipping trust pays regular cash from a working fleet and plans to sell its ships and return the money to shareholders within a set timeframe. The catch is that shipping markets can swing fast, so the real question is whether steady payouts and ship sales can outweigh a rough patch in freight rates.Read more
