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Harmonic Inc. (NASDAQ: HLIT) is a company in the communications equipment industry, with a market capitalization of approximately $1.5 billion as of December 31, 2024.Read more

Afya Limited (NASDAQ: AFYA) is a Brazilian company specializing in medical education and digital health services. Sector: Education Industry: Medical Education Market Capitalization: $1.4b (small cap) Major Competitors: Afya Limited (NASDAQ: AFYA) is a prominent player in Brazil's medical education sector.Read more

GQG Partners is a funds management business that has recorded strong earnings growth over the past year, with EPS rising from US$0.095 to US$0.14. Since 2023 it has grown its funds under management from US$106 billion to US$143 billion, while return on equity sits near 80 per cent.Read more

I may be showing my age here, but I feel that a decade or so ago, shopping at JB Hi-Fi was a different experience. There seemed to be a deliberate policy of employing sales staff from alternative subcultures, which gave the stores a unique, edgy vibe.Read more

The launch of the next console in 2025 will most likely benefit Nintendo over the following three years, as it gradually gains traction. Risks A flop of the new console due to poor reception or high price.Read more

Investment Thesis : Iridium Communications (IRDM) represents a compelling long-term investment opportunity driven by its strategic positioning in the satellite communications industry and its recent acquisition of Satelles. This acquisition enables Iridium to leverage its existing infrastructure to capitalize on the growing demand for secure positioning, navigation, and timing systems (PNTS) as alternatives to aging GPS technology.Read more

Q1 2025 Update Very weak quarter both in terms of order intake 142 mUSD (also including about 30 mUSD for "as a service" orders) vs 182 last Q!, no implications for long term valuation. No need to rush in to this stock.Read more

CAAS posted solid top-line growth in Q2 2025, with net sales increasing 11.1% YoY to $176.2 million, propelled by surging Electric Power Steering (EPS) product sales, which grew 31.1% and now represent 41.4% of total sales. The company's transition toward advanced steering technologies positions it well for long-term demand in electric and autonomous vehicles.Read more

The supermarket chain Coles is the kind of “boring” business that may have been overlooked as an investment opportunity. Although it was divested from Wesfarmers in 2018, Coles’ heritage traces back to 1914 — giving it over 110 years of history.Read more