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Credit Corp Group Limited ASX: CCP Market Cap: AU$923.0m Weighted Average Number of Shares: 80.37m The Business CCP’s main business is acquiring portfolios of bad debts from financial institutions and collecting on them for profit. As the original lenders write off these debts, the portfolios are generally bought at a discount.Read more

In the world of enterprise software, few names carry as much weight as SAP. What started as a small German startup has evolved into the largest publicly listed company in Europe by market capitalization.Read more

️Business Overview Total: 7/17 +1 ✅ Projected Operating Margin: 16.15% +1 ✅ Projected 5-Year Revenue CAGR: 10.89% +1 ✅ Last 5-Year ROIC: 10.00% +1 ✅ Estimated Cost of Capital: 9.26% (lower than ROIC) -1 ❌ Last 5-Year Shares Outstanding CAGR: +1.26% +1 ✅ Projected 5-Year EPS CAGR: 16.89% +0 ⚠️ Projected 5-Year Dividend CAGR: N/A +1 ✅ Moody's Debt Rating: A1 +2 ✅✅ Morningstar Moat: Wide +0 ⚠️ Morningstar Uncertainty: Medium Amazon transformed retail. Its solid operating margins (above ~10%) reflect more the other growing higher margin segments (cloud - AWS) rather than the lower margin business that is retail.Read more

Proximus: A Quiet Backup Plan Delivering 7% Gross Yield and Currency Upside The State-Backed Backup Plan with 7% Gross Yield and 15% Currency Upside. Proximus currently offers investors a solid gross dividend yield of around 7%, translating to approximately 5% net return after typical 30% taxes.Read more

PlaySide Studios (ASX: PLY) is still being priced like a sleepy, low-growth work-for-hire studio, despite now sitting on the largest and most statistically credible IP slate in its history, backed by hard wishlist data and a materially leaner cost base. After reviewing the updated Steam wishlist data, indie comps, sell-through ratios, past margins and the latest company guidance, my view is: If the upcoming slate lands even “normally well”, FY26 earnings power justifies a move from ~0.265 today into the 0.70–1.00 range over the next 12–18 months, with upside beyond that if one title genuinely breaks out.Read more

NAV As Sofina is an investment holding company, NAV is an important factor in my evaluation. This Net Asset Value is estimated at a price share of 297 Eur, up from 294 last year.Read more

Business Overview Total: 8.5/17 +2 ✅✅ Projected Operating Margin: 43.88% +1 ✅ Projected 5-Year Revenue CAGR: 11.93% +2 ✅✅ Last 5-Year ROIC: 54.60% +1 ✅ Estimated Cost of Capital: 7.54% (lower than ROIC) +1 ✅ Last 5-Year Shares Outstanding CAGR: -0.89% -1 ❌ Projected 5-Year EPS CAGR: 8.49% (given the easiness that the companies have in manipulating these numbers, below 10% represents a negative) +0 ⚠️ Projected 5-Year Dividend CAGR: 6.45% +1.5 ✅ Estimated Debt Rating: Aa3 +2 ✅✅ Morningstar Moat: Wide -1 ❌ Morningstar Uncertainty: High Novo Nordisk is the leader in obesity and diabetes treatments. Its wide moat is reflected on its stellar operating margin.Read more

While Nvidia captures the headlines, AMD is capturing the "spillover." The AI accelerator market is projected to reach $400 Billion by 2027. AMD does not need to beat Nvidia to win; it only needs to capture 10-20% of this massive TAM (Total Addressable Market).Read more

This is one of three major benefits the company brings to the table: As I just briefly explained, the company has a high-margin business model, as it does not incur drilling costs. The Permian is home to almost half of all onshore horizontal rigs in the United States.Read more