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After discussing the opportunities and challenges for Neste with my copilot, I have found out the following points: The industry outlook Oil products (49 % of Neste's revenue) Global oil demand is expected to plateau or decline slightly (-) Increased adaption of electric vehicles Improvements in energy efficiency Oil supply is expected to be good or superfluous (-) Oil prices will probably experience volatility (n) Road transport demand for oil will probably decline (-) Aviation and petrochemicals demand for oil will probably increase because the lack of alternatives (+) Renewable products (30 % of Neste's revenue) Renewable fuels The global production of renewable fuels, like biofuels and sustainable aviation fuels, is expected to expand significantly. (+) Governments worldwide are likely to implement regulations and incentives to promote the use of renewable fuels.

Budimex is the leading Polish company in the construction sector, accounting for about 57% of the overall WIG-construction index. Thanks to the diversification of its operations, the company has been able to occupy such a large share of the market.

My main narrative for CRWD: · When founder and CEO George Kurtz founded CRWD in 2011, Cybersecurtiy Software, was nothing new, but with several pain points for customers: reduced system performance, updates needed to be installed, for each problem you needed a different software, so you dealt with silos, … · So he build a fully cloud-based platform, named Falcon. It has a modular concept, and customer pays within an abo model only the contracted modules.

Deeply undervalued stock, as a result of a poor operational performance and comunication since de IPO. Facing potential highly dilutive capital increase I believe the stock is worth at least NOK 1,5 and it's likely to be a lot more.

Advanced Micro Devices, Inc. (AMD) continues to thrive in the semiconductor industry, leveraging strategic expansions and innovations against surging demand driven by AI and data center growth.

Meta Platforms, Inc. (META) announced very strong Q3 2024 results underlined by revenue growth and a strong commitment to AI and the metaverse.

Meaning Paycom Software is a major player in the Human Capital Management (HCM) software industry. HCM software companies typically offer a suite of different products which encompass all HR related functions.

Key takeaways: Opthea's sozinibercept (in phase 3 trials) offers a breakthrough in eye care as a complementary treatment that could significantly improve outcomes for wet AMD patients alongside existing therapies. Wet AMD treatment is a $15 Billion global market,.With no other product in the pipeline addressing the same mechanism of action, Opthea is strategically positioned as a unique player in the market.

Management Summary / Key Takeaways British American Tobacco (BAT) is undergoing a strategic transformation that warrants a more optimistic forward-looking analysis than many observers currently provide. Key features of BAT's complex transition include: Dual focus on diversification and careful claims management, balancing the shift away from traditional tobacco while managing legal challenges.