Community

<<< To see my other narratives, please scroll up and klick on Tokyo (next to my profile picture) >>> 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.

Catalysts Most Immediate Catalyst (1–2 Years): Automation & Robotics Demand Surge: Companies are investing heavily in industrial automation to reduce labor costs, increase efficiency, and improve production quality. ABB’s Robotics & Discrete Automation segment benefits directly.

Intuitive Surgical (ISRG) is a pioneer in robotic-assisted surgery, revolutionizing the medical field with its da Vinci surgical system. Founded in 1995, the company has continuously innovated, making minimally invasive surgery more precise and efficient.

Catalysts Most Immediate Catalyst (1–2 Years): Private Label Growth – Axfood is expanding its own-brand products, which offer higher margins and differentiate it from competitors. E-commerce Expansion – Increased focus on online grocery sales and home delivery to capture shifting consumer habits.

<<< To see my other narratives, please scroll up and klick on Tokyo (next to my profile picture) >>> Update from 10.03.2025 Now proftiability is no longer ahead, Todd McKinnon reached profitability! In SWS Overview it is staded: "Became profitable this year" Under 2.1 now you can see the break even to $28M.

Elevance Health, Inc. (NYSE: ELV) is a prominent player in the health benefits industry, offering a range of services including medical, pharmaceutical, dental, and behavioral health plans.

Despite the defunding of US governmental research and health services, Moderna remains in a commanding fundamental position. The company that made its name during the COVID-19 pandemic developing and manufacturing vaccines for the disease at breakneck pace also happened to have bagged a historic windfall in exchange for its performance.

Catalysts Most Immediate Catalyst (1–2 Years): Strong Oncology Portfolio Growth: AstraZeneca’s cancer drugs Tagrisso, Imfinzi, Enhertu, and Calquence continue gaining market share, driving double-digit revenue growth in oncology. Respiratory & Cardiovascular Expansion: New approvals and label expansions in Farxiga (diabetes/heart failure) and Tezspire (severe asthma) can drive meaningful sales upside.

Barrick Gold Corporation (NYSE: GOLD) presents a compelling investment thesis backed by robust catalysts, thoughtful management execution, and a deeply derisked reserve base that aligns with the evolving dynamics in the gold and copper markets. Catalysts: Reserve Expansion, Strategic Projects & Commodity Tailwinds The key catalyst driving Barrick’s upside is the significant growth in gold and copper reserves , underscoring its exploration success and long-term sustainability.