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HORIZON AIRCRAFT (HOVR) Institutional Investor Package August 1, 2025 — Confidential Review Draft I. Executive Summary Company : Horizon Aircraft Ltd Ticker : HOVR (Nasdaq) Sector : Advanced Air Mobility / Hybrid eVTOL Founded : 2013 (pivoted to hybrid eVTOL in 2018) Public Listing : January 12, 2024 (via SPAC merger with Pono Capital Three) Flagship Aircraft : Cavorite X7 – hybrid-electric VTOL with patented HOVR Wing Market Cap : ~$60 million (as of August 2025) Investment Thesis : Horizon offers a patent-protected, certifiable hybrid eVTOL platform with early commercial validation, insider alignment, and dual revenue potential from aircraft sales and IP licensing.Read more

Intuit’s software is deeply woven into how small businesses run their money and taxes, and it’s trying to keep growing customers from leaving as they get bigger by offering a new mid-sized business suite. The catch is the stock price assumes a lot goes right at once, even as Mailchimp struggles, Credit Karma can swing with the credit cycle, and a government tax-filing alternative could come back.Read more

Arrow is a junior Colombian oil producer with a strong balance sheet and a binary catalyst. The thesis rests on three pillars: a debt-free balance sheet with a rapidly building cash position ($24.2M as of May 2026), a pending Tapir license extension that would unlock significant 2P/3P reserve value, and a fresh multi-zone discovery at Icaco that diversifies the asset base.Read more

USA Rare Earth (USAR) is trading higher in early Thursday action, up $1.13 per share , after announcing it has been selected by the U.S. Department of Energy to receive up to $19.3M in federal funding , pending final negotiations. The award comes through the DOE’s Critical Materials Innovation, Efficiency and Alternatives program and is aimed at advancing a pilot‑scale rare earth element (REE) separations project within the United States.Read more

Honeywell is about to split, leaving behind an automation business that sits inside the data centers, factories, and energy projects being built for the AI boom and the shift to cleaner fuel. The story hinges on whether investors start valuing this “pure automation” company for its growing software platform and huge booked work—or keep treating it like a slow old industrial.Read more

He encargado a COPILOT: integra la presentación de resultados 1Q 2026 de KKR dentro del investment memo general, manteniendo el tono sobrio, orientado a largo plazo y estilo Buffett. Investment Memo – KKR & Co. Inc.Read more

Image courtesy of Invinity Energy Systems You’ll have to forgive the Meghan Trainor reference in the title, I couldn’t resist. This article isn’t all about that bass, it’s all about that BESS.Read more

Copilot me ha creado un investment memo ampliado al estilo Warren Buffett , usando exclusivamente datos verificables de Investor Relations de Microsoft (earnings, 10‑Q, reports) y manteniendo un tono sobrio, basado en principios de inversión a largo plazo. Investment Memo – Microsoft (MSFT) (Estilo Buffett: negocio, moat, retorno sobre capital, disciplina de precio) 1.Read more

Tanco Holdings Berhad posted a net profit attributable to shareholders of RM4.25 million for the nine-month period ended March 2026, compared with RM3.03 million a year earlier, supported partly by impairment reversals and the write-off of long-outstanding payables. Revenue also rose to RM122.05 million from RM96.02 million previously.Read more