Global Community

Moody’s is not just a credit rating agency — it is one of the foundational infrastructure providers of the global financial system. Every year, governments, corporations, banks, and structured finance issuers collectively raise trillions of dollars in debt, and most of that debt requires a Moody’s rating to access institutional capital markets.Read more

HORIZON AIRCRAFT (HOVR) Institutional Investor Package August 1, 2025 — Confidential Review Draft I. Executive Summary Company : Horizon Aircraft Ltd Ticker : HOVR (Nasdaq) Sector : Advanced Air Mobility / Hybrid eVTOL Founded : 2013 (pivoted to hybrid eVTOL in 2018) Public Listing : January 12, 2024 (via SPAC merger with Pono Capital Three) Flagship Aircraft : Cavorite X7 – hybrid-electric VTOL with patented HOVR Wing Market Cap : ~$60 million (as of August 2025) Investment Thesis : Horizon offers a patent-protected, certifiable hybrid eVTOL platform with early commercial validation, insider alignment, and dual revenue potential from aircraft sales and IP licensing.Read more

Intuit’s software is deeply woven into how small businesses run their money and taxes, and it’s trying to keep growing customers from leaving as they get bigger by offering a new mid-sized business suite. The catch is the stock price assumes a lot goes right at once, even as Mailchimp struggles, Credit Karma can swing with the credit cycle, and a government tax-filing alternative could come back.Read more

Arrow is a junior Colombian oil producer with a strong balance sheet and a binary catalyst. The thesis rests on three pillars: a debt-free balance sheet with a rapidly building cash position ($24.2M as of May 2026), a pending Tapir license extension that would unlock significant 2P/3P reserve value, and a fresh multi-zone discovery at Icaco that diversifies the asset base.Read more

USA Rare Earth (USAR) is trading higher in early Thursday action, up $1.13 per share , after announcing it has been selected by the U.S. Department of Energy to receive up to $19.3M in federal funding , pending final negotiations. The award comes through the DOE’s Critical Materials Innovation, Efficiency and Alternatives program and is aimed at advancing a pilot‑scale rare earth element (REE) separations project within the United States.Read more

Vestland Berhad started FY2026 on a positive note after posting stronger revenue and earnings for the first quarter ended 31 March 2026, supported by higher progress from its ongoing design-and-build projects. The group recorded revenue of RM199.5 million , representing a 26.7% increase compared to RM157.4 million achieved in the corresponding quarter last year.Read more

Honeywell’s upcoming split leaves behind an automation business tied to the surge in data centers and energy upgrades, but the market may still be treating it like a muddled conglomerate. The big question is whether its long list of contracted work, energy-technology business, and growing software platform can change how investors see it once the breakup happens.Read more

The real business is not home health. It is pharmacy.Read more

He encargado a COPILOT: integra la presentación de resultados 1Q 2026 de KKR dentro del investment memo general, manteniendo el tono sobrio, orientado a largo plazo y estilo Buffett. Investment Memo – KKR & Co. Inc.Read more