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Key Takeaways Capstone is building a scalable platform in specialty construction materials, focusing on thin veneer masonry in the U.S. Midwest and Northeast. With a strategy of tuck-in acquisitions, innovative proprietary products, and regional growth, revenue could triple by 2030.

Summary Platform Play, Not a Pill Company: Hims is building the infrastructure for personalised, direct-to-consumer healthcare across diagnostics, treatment, and prevention, similar to what Amazon did for retail and Spotify for music. Strong Fundamentals with Operating Leverage: The company is growing fast, generating free cash flow, and scaling efficiently, with rising margins, high retention, and zero debt.

Jumbo Interactive presents a compelling investment opportunity, with several key metrics indicating that the current share price may be undervalued. Notably, it boasts a strong Joel Greenblatt score of 34 and an attractive dividend yield of 5.4%.

Why has the stock dropped? Proximus had to invest heavily in the deployment of Fiber.