Global Community

Randstad NV (AEX: RAND) currently trades around €41.55 with a market cap of approximately €7.62 billion. While many investors may be drawn to its strong dividend history and solid reputation in staffing, a closer look at the fundamentals and macroeconomic outlook suggests that the market may be overestimating its near‐term growth prospects.Read more

Publicis Groupe presents a compelling base case for medium-term investors, offering a well-balanced mix of defensive cash flow and exposure to structural growth trends in data, AI, and digital transformation. While historically viewed as a traditional advertising agency, Publicis has successfully repositioned itself over the past decade into a tech-enabled marketing and consulting powerhouse.Read more

Narrative Valuation Summary Space42 is not your average growth story—it's a digital infrastructure powerhouse executing a high-velocity scale-up strategy. With a projected annual revenue growth of 67.8% , the company is expanding aggressively across digital platforms, cloud analytics, and AI-driven enterprise services.Read more

Key takeaways The main source of income is the market for Low Earth Orbit (LEO) and Medium Earth Orbit Satellites (MEO) with a revenue share of almost 60%. The space industry is currently experiencing strong growth and is expected to grow by an average of 9% per year until 2035.Read more

Westwater resources is a US domestic graphite producer for batter anodes who is in development of both a graphite refining plant (Kellyton) and ownership of 65 square miles ~70,000 acres of one of the richest graphite deposits in the world (the alabama graphite belt). WWR also has recently completed the first phase of their Kellyton graphite processing plant which will allow them to ship off processed graphite to manufacturers in the MT-sample range.Read more

Hasbro seems to be doing okay; on the spreadsheets and analyses, it seems they're recovering, it seems there is a plan unfolding. But nothing is father from the truth.Read more

Bandai Namco is well-positioned to deliver 6–8% compound annual revenue growth over the next five years, supported by its diversified entertainment portfolio and strategic focus on intellectual property (IP) monetization. The company’s growth engine is fueled primarily by its Games segment , which benefits from a robust pipeline of AAA titles and digital distribution channels.Read more

Catalysts Eurosea's core business is long-term charter contracts. These are very profitable due to the tactically selected shore-based routes as a supplier to smaller ports.Read more

Catalysts 94% of revenue comes from subscriptions, which is Docebo's core business. The e-learning services industry expects an annual growth of approximately 19% until 2030, which could provide strong tailwind.Read more