Global Community
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Global Weekly Picks
DMCI Holdings will shine with a projected fair value of 68.43 in the next 5 years
DMCI Holdings, Inc. is a diversified engineering conglomerate in the Philippines, engaged in construction, real estate, energy, mining, and water services.Read more
Macys value
Bull Macy’s owns significant real estate that can be sold to provide liquidity, pay down debt, and finance new investments. The firm intends to raise about $600 million-$750 million from real estate sales over the next three years.Read more
BBWI VALUATION
Bull BBW is set to renegotiate leases over time. Favorably updated rent agreements, new off-mall locations, and productivity gains from the White Barn format conversion could help boost profits.Read more
Priming up for what was promised!
Gen2 R1T and R1S, refinement from feedback and lower cost building R2, R3 and R3X lower cost options for different audience. JV with VW and the ripple effects for Software and Electrical Architecture deals through not just VW but also others.Read more
EssilorLuxottica: Pioneering the Future of Eyewear through Innovation and Strategic Expansion
EssilorLuxottica, a global leader in the design, manufacture, and distribution of ophthalmic lenses, frames, and sunglasses, continues to redefine the eyewear industry through technological innovation and strategic acquisitions. With a diverse portfolio that includes iconic brands like Oakley and the recent addition of Supreme, the company is poised to enhance its market presence and consumer engagement.Read more
Undervalued, Underestimated
Veefin is a prominent fintech company specializing in working capital financing solutions, catering to banks, financial institutions, and corporations. The company's software-as-a-service (SaaS) platform streamlines various aspects of working capital finance, such as supply chain financing and invoice discounting.Read more
Tesla's Future Valuation Soars with 35x PE by 2030?
Tesla’s Future Valuation: A Deep Dive into 2030 Predictions 1. Introduction: Why This Matters Tesla is no longer just an automaker—it’s evolving into a technology powerhouse with AI, robotics, energy, and software.Read more
Medtronic Stock: A Compelling Buy for Value and Income Investors as Robotics, Innovation Catalysts Ignite Upside to $105+
Strengths and Competitive Advantages: Diverse Product Portfolio: Medtronic operates across four key segments—Cardiovascular, Medical-Surgical, Neuroscience, and Diabetes—providing revenue stability and reducing dependency on any single product line. This diversification surpasses more specialized competitors like Boston Scientific (focused on cardiovascular) or Intuitive Surgical (robotics).Read more
Clear path to profitability
Nebius Group (NASDAQ: NBIS) is a high-growth AI infrastructure provider with a clear path to profitability and strong competitive advantages. Firm created by Volozh who led Yandex, by carving out the non-Russia operations of Yandex.Read more
