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Autonomous systems are no longer just a futuristic vision — they’re fast becoming an essential layer of national security. As AI reshapes everything from finance to warfare, physical security remains one of the most under-addressed frontiers.

Why I Began Following This Company… My interest in Grab begins with the region it calls home. Southeast Asia is entering a transformative decade: young, fast-growing, and increasingly digital.

At first glance this one is scary: there are significant and persistent dilution risks and a short cash runway. Both outlined below.

Key Takeaways Consistent revenue growth, strong profitability, and a pristine balance sheet position Addus for sustained disciplined acquisitive growth and improved operational efficiency. The company's business model is resilient and defensive against cyclical downturns, making it a safe haven in times of economic uncertainty.

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.

Key Takeaways A highly diversified business model and a pristine balance sheet position National HealthCare Corporation for sustained, profitable growth. The company's current low valuation is a result of a short-term drop in net income, which we believe is temporary and creates a compelling investment opportunity.

Amazon is a stock I am very interested in right now especially with the recent price drops that it has been experiencing since its 2Q25 results. A summary of Amazon as stated by Fiscal.ai: "Amazon.com, Inc.

Verve Group faces near-term skepticism following its FY25 Q2 report, which included a downward revision to full-year revenue guidance. But beneath the short-term noise lies a company undergoing a strategic inflection — one that positions it to capture outsized value in the post-cookie, privacy-first advertising economy.

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.