Global Community

Macquarie’s latest results show a broad-based lift across all its major divisions, with much of its income coming from outside Australia, which can help soften bumps in the local economy. The key question is whether steadier parts of the business can keep offsetting the more unpredictable swings in markets, commodities, and one-off asset sales.Read more

Capricor is betting that a new way of helping the body heal—using tiny biological messengers released by special cells—can finally tackle the heart damage that makes Duchenne muscular dystrophy so deadly. A key regulator decision is coming soon, but a partner dispute and launch hiccups could still trip things up even if the treatment gets the green light.Read more

Perpetual is reshaping itself by selling its Wealth Management arm and using the cash to pay down debt, which could leave a simpler business that some buyers already seem interested in. But the upside depends on approvals, smooth separation work, and whether markets and client money flows cooperate once the deal closes.Read more

Rollins runs a pest-control business people and businesses can’t really do without, and it keeps growing by raising prices steadily and buying smaller local operators. The catch is whether those growth engines keep working as smoothly as they have, and what that means for a long-term investor.Read more

NVR converts the most capital-intensive, most cyclical, most balance-sheet-fragile activity in U.S. industrial business — residential land development — into a software-like compounder with 30% ROIC and net-cash balance sheets. The mechanism is the Lot Purchase Agreement (LPA) model: NVR pays non-refundable deposits of ~10% of finished lot value to third-party developers for the right to take down lots on a quarter-by-quarter basis.Read more

Aftermath Silver is no longer just about silver: its main Peru project leans heavily on a battery-related metal that could reshape the whole story if processing plans hold up. The catch is that the project is still early, so the next big study and drilling results matter a lot for whether this turns into a real mine or stays a high-risk idea.Read more

Ubisoft’s shares look beaten down after a big reset, but a recent Tencent deal suggests its biggest game brands may be worth far more than the market is giving them credit for. The catch is whether heavy losses, tight control by insiders, and staff unrest stop the company from ever turning those assets into value for shareholders.Read more

Apple’s hardware still feels best-in-class, but its software and AI push look stuck in the past—and that mismatch could catch up to the business. A long-time buyer lays out why excitement is fading and what could drive a sharp rethink of Apple’s future.Read more

Aurinia bets on one lupus kidney disease medicine, and that focus is starting to look like a strength as doctors use it more and insurance coverage becomes steadier. The big question is whether this simple story can keep working as competition heats up and the company tries to grow outside the US.Read more