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Global Weekly Picks
Kraft Heinz (KHC): Less Drama, More Ketchup
Originally posted on the Woodworth Contrarian Fund Website here: https://www.woodworth.fund/news/less-drama-more-ketchup Kraft Heinz is not suddenly a glamour stock, and that is precisely what makes it interesting. The first-quarter update did not offer some miraculous reinvention; instead, it offered something much more useful: evidence that the company is still throwing off cash, still protecting the dividend, and finally spending more time building brands than contemplating corporate dismemberment.Read more
TOMRA: a market leader at a discount
Republishing Note This article was originally published on Risberg Capital on Substack on the 3rd of June 2026 and is republished here for wider distribution. Investment summary TOMRA (OSE:TOM) is a world-leading company within reverse vending machines and sensor-based sorting, where sensors are used to identify and separate materials based on properties such as colour, density, or chemical composition.Read more
Why Medpace Outperforms Competitors in the Mid-Sized Biotech Niche
Medpace Holdings is a clinical research organization, or CRO. The simplest way to understand a CRO is to think of it as a general contractor for clinical trials.Read more
Intuit’s Big Bets Are Working — and the Market Is Still Pricing the Old Story
Intuit just closed fiscal 2026 (ended 31 July) with $21.4 billion in revenue, up 14%. GAAP and non-GAAP diluted EPS both rose 20%.Read more
Silver Storm Mining, oversold silver junior
Silver Storm Mining just restarted its La Parrilla operation in Mexico, a step that suggests the plant can run and sell what it produces. The bigger twist is a second, much larger silver project the market may be ignoring, with future drilling and funding news as potential turning points.Read more
Hemnet: Priced As If the Freeze Were Permanent
Republishing Note This article was originally published on my Substack on the 15th of June 2026 and is republished here for wider distribution. Investment summary Hemnet’s share price ($HEM) has fallen roughly 80% from its early-2025 peak.Read more
DKS | DICK'S Sporting Goods: What They Said vs. What They Did
TheGapReport: DICK'S Sporting Goods, Inc. (DKS) Q2 2027 (may 27 - aug 25) DICK'S Sporting Goods reported its second quarter 2027 results on August 25, 2026 — three months after an earnings call that raised guidance on both the DICK'S banner and the Foot Locker turnaround, described the promotional environment as a non-issue, and put back-to-school at the center of its forward narrative.Read more
The9 Reports US$32 Million Net Income for Second Quarter of 2026, Up Over 39% Sequentially
Increase driven by the fair-value recognition of 9BIT tokens received under the Company's cooperation agreement with the 9BIT Foundation as the9bit continued to expand AI capabilities, community engagement and commercial partnerships SHANGHAI, Aug. 24, 2026 - The9 Limited (Nasdaq: NCTY ) ("The9" or the "Company"), a global, diversified high-tech company, today reported its unaudited financial results for the three months ended June 30, 2026.Read more
Alvopetro Energy - Good Dividend but limited upside potential at price around $10
Alvopetro Energy throws off a strong dividend, but the upside may be capped unless it proves it can grow beyond its current core field. The big swing factors are whether new drilling expands reserves and whether today’s gas pricing holds up—or slips back, squeezing cash returns.Read more
