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Vaalco Energy delivered a mixed Q2 2025 performance, reflecting strong operational execution but facing headwinds from weaker commodity prices. Strengths / Catalysts Production Beats Guidance: NRI production averaged 16,956 BOEPD, exceeding the high end of guidance, with sales volumes also above expectations.

Saul Centers posted Q2 2025 results showing healthy top-line growth but softer profitability as new development lease-up costs weighed on earnings. Strengths / Catalysts Revenue Growth: Total revenue rose to $70.8M from $66.9M a year ago (+5.8%), driven by incremental rent from Twinbrook Quarter Phase I and base rent growth in the existing portfolio.

As an ex-Verizon customer, I've found that they had lost their pricing power due to competition catching up in coverage and made the switch myself. Their focus on mmWave over midrange 5g was a mistake and slap in the face of their loyal cell customers.

Merck & Co., Inc. (NYSE:MRK) shares have moved higher as investors cheered a key FDA filing and strategic acquisition, while digesting trimmed earnings forecasts.

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.

GameStop’s Q1 2025 financials, combined with an amazing shareholder community, just showed its takes-money-to-buy-whiskey strategy at work, demonstrating its status as a compelling investment as the retail investors have been saying for years while fighting a corrupt legacy media, bots, social media manipulation and hedge funds. Gamestop delivered a stellar adjusted EPS of $0.17, beating estimates by 325%, and achieved a $44.8 million net profit, reversing last year’s $32 million loss.

Risks Are there any risks that your catalysts won't play out as expected? Are there any regulatory or competitor risks that could change the outcomes above?

With pretty conservative estimates I am seeing Nike hitting at least $100 roughly in 3 years. However this is with a revenue growth of 2%.

Trading at a high P/E ratio relative to near-term earnings growth