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Recent Mr. Cooper and Redfin acquisitions prop up the company to become a mortgage conglomerate. Users will be able to one-stop-shop for homes and mortgages through the Redfin or Rocket Mortgage apps.Read more

Silver Hammer Mining Corp. — Valuation (post-dilution, 136.7M shares) Assumptions (silver = USD 100/oz, gold = USD 4000/oz, multiple 7×, 35% margin, 3 years to production, 20% discount rate, FX 1.35).Read more

Key Takeaways Draganfly is one of the most experienced drone manufacturers worldwide, boasting nearly three decades of innovation, and is now emerging as a North American leader in secure, NDAA-compliant drones. The company is riding massive industry tailwinds as Western governments shift away from Chinese-made drones, funneling billions into trusted domestic suppliers.Read more

The Federal Reserve’s recent 25 basis point cut may appear modest, but for Coca-Cola (NYSE: KO), it carries meaningful implications for valuation. As a consumer staples giant with steady free cash flows and a reputation as a dividend aristocrat, KO is highly sensitive to discount rates in long-term models.Read more

TL;DR For me, Adobe is the quintessential falling knife. I’ll buy if it drops further — not because I believe in a renaissance, but because fortress-like margins and sticky workflows can keep this wounded giant on its feet.Read more

There's a single reason why American is the least attractive of US legacy carriers (in terms of investing, anyway): its balance sheet. If most airlines and certainly those in the US are loaded up to the hilt with debt, American goes so far as to boast negative equity - any startup would go belly-up with a balance sheet such as this one.Read more

1. Overview of ABO Wind AG ABO Wind AG is a German company specializing in the development of renewable energy projects, primarily wind and solar.Read more

Catalysts Strong Growth Momentum GigaCloud’s marketplace GMV has grown rapidly, now surpassing US$10B annually, with revenue maintaining double-digit growth. 2024 revenue was about US$1.16B , up ~65% YoY.Read more

Investment Thesis Palo Alto Networks represents the clearest beneficiary of cybersecurity's inevitable platform consolidation. As the world's largest cybersecurity company ($130B market cap, $9B+ revenue), PANW has successfully transformed from a firewall vendor into a comprehensive security ecosystem that customers increasingly view as essential infrastructure.Read more