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Catalysts New Products or Services Impacting Sales or Earnings American Express has been actively enhancing its product offerings and making strategic acquisitions to drive sales and earnings growth. Here are some key points from recent earnings calls and reports: Product Innovations and Refreshes : American Express is on track to refresh approximately 40 products globally by the end of the year, including a refreshed US consumer gold card [source].

Catalysts Products and Services Impacting Sales and Earnings : CrowdStrike offers cybersecurity solutions, with its flagship product being the Falcon platform. This cloud-native platform provides endpoint protection, threat intelligence, and incident response capabilities.

Sales: $2.8 billion in Q4 2024, down 17% year-over-year and 2% sequentially. EBITDA: $726 million in Q4 2024, up 6% sequentially; margin increased to 25.5%.

It has become more apparent that Capri’s turnaround story has to be done with no moat and rather tiny margins moving forward as it tries to move back to profitability. It can’t currently do buybacks and has to deal with more declining revenue.

Catalysts Products or Services that Could Move Sales or Earnings Meaningfully Generative AI (GenAI) : Accenture reported $3 billion in new GenAI bookings in FY'24, including $1 billion in Q4. GenAI revenue was nearly $900 million for the full year, up significantly from FY'23.

Argenta Silver: Analysis and Valuation Key Metrics: El Quevar Project (Argentina): Resource: High-grade deposit: 450 gpt silver. Current size: 48M oz silver.

Brambles Limited (ASX: BXB) – A Practical Pillar of Global Logistics Brambles is an Australia-based logistics company with operations in over 60 countries, best known for its CHEP-branded pallet pooling system. Founded in 1875, it has evolved into a key enabler of global supply chains, particularly in fast-moving consumer goods (FMCG), retail, pharmaceuticals, and agriculture.

SoFi Technologies (SOFI) continues to ride the waves in the financial world, propelled by robust membership growth, product adoption, and diversification across its ecosystem. In Q3 2024, the company declared a massive stock price increase over the past month, propelled by investors’ strong confidence in the company’s performance and general potential for further growth.

We firmly believe that UniCredit (UCG) has significant long-term appreciation potential, with a clear path to reaching €78.13 per share within a 10-year horizon. This thesis is supported by a combination of factors, including the current undervaluation of the stock, the ongoing strategic transformation, the focus on efficiency and digitization, the potential for growth in new markets, and the increasing capacity for cash generation.