Global Community

Over the past two to three decades, Chinese manufacturing has supplied the world with cheap and generally reliable tools. For an American business to not only survive this period but prosper is impressive—and worth a closer look.Read more

Catalysts Sprouts Farmers Market's transformation under CEO Jack Sinclair is delivering exceptional results. The company generated $4.46B in revenue during H1 2025 (+18% YoY) while expanding gross margins to 39.2% from 38.1%—a remarkable achievement in the razor-thin grocery industry.Read more

There’s no shortage of Chinese brands and products flooding international markets in recent years, and CFMoto is no exception. But unlike many, they’re steadily building their brand and moving beyond the perception of being just another budget Chinese manufacturer.Read more

1. Digital Ad Dominance That Prints Cash Alphabet is the undisputed heavyweight champion of digital advertising — responsible for nearly 30% of global ad spend.Read more

Qualcomm is a steady-growth backbone of the AI era - a proven, cash-generating semiconductor leader that’s quietly positioned for a major re-rating. While most attention is on data center chips from NVIDIA or AMD, Qualcomm is building the connective layer that will bring AI to the edge - powering devices, drones, vehicles, and robots that think and communicate in real time.Read more

Core Thesis: Canadian National Railway (CN) is a wide-moat, irreplicable infrastructure asset whose recent cyclical underperformance has created an attractive entry point. I believe the market is underappreciating a powerful, long-term secular tailwind: the reshoring and nearshoring of critical manufacturing and supply chains to North America.Read more

The "Molecular Pencil": Why Beam's Technology is Built to Win The investment thesis in Beam Therapeutics is a long-term, high-conviction bet on a fundamental technological shift in genetic medicine. While first-generation gene editors like CRISPR-Cas9 function as "molecular scissors," they are an inherently disruptive tool.Read more

Helen of Troy remains an oversold gem. A seller of a variety of home and cleaning products, the company has pulled back over the course of 2025 from the $60 range to less than $26 per share.Read more

Our initial price target for Flower Foods is set at $16.12. As Flower Foods has been crippled with poor earnings and higher margins, a spark in M&A will push the company out of constant stagnation.Read more