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The market is treating SBM Offshore like a cyclical offshore services stock that has already had its good news. That caution is understandable.Read more

Microsoft's decline in value over the last year is not surprising, but whether or not it was deserved is another thing entirely. Similar to their peers, a lot of money has been spent developing their AI infrastructure.Read more

Price A$4.85 · Mkt cap ~A$13.4bn · as of 6 Jul 2026 · FY ends 30 June · AUD Franchise Score: 15 / 22 Rating: High-B Deep-value (operative): WATCH Compounder: WATCH Operative call: WATCH at A$4.85 — a genuinely high-quality, net-cash, #1-share regulated oligopolist, but priced for its quality (≈21× forward underlying EPS, 5.7× book, 7× tangible book) with no margin of safety and negligible asset floor. The compounder lens also reads WATCH (flat-multiple owner return ~8% cash / ~10% grossed-up, below the 12–15% hurdle).Read more

Agnico Eagle has a big problem: its flagship mill can handle far more rock than its main underground mine can supply, so it needs nearby material to keep the plant running efficiently. Renforth’s Parbec deposit sits right in the path of that “fill the mill” push and could become the easiest missing piece—unless permits or a drawn-out standoff slow things down.Read more

​With gold hovering near record highs, a massive structural shift is quietly playing out in the Abitibi greenstone belt that the broader market has completely failed to price in. ​If you are holding Agnico Eagle ($AEM) or hunting for the ultimate asymmetric micro-cap play, you need to look at the cold engineering reality currently facing the Canadian Malartic complex—and the tiny junior right next door that holds the key to fixing it: Renforth Resources (CSE: RFR | OTCQB: RFHRF).Read more

Nintendo currently holds a competitive advantage because the unit price of the switch 2 undercuts the steam deck significantly. Apparently supplier arrangements have secured the supply of LPDDR5X 12 gb modules.Read more

Many people treat CRDB like a simple dividend bank, but its biggest story may be how it’s building a bigger role in Tanzania’s fast-forming financial system. If its deposit growth, digital payments push, and Congo expansion work out, the company could look very different over the next decade—though competition and economic shocks could still derail that path.Read more

Microsoft is spending heavily to build out the computing power behind its AI push, and the market is treating that like a problem even though the core business stays strong. If that spending starts paying off, investors could get a rare chance to buy a high-quality tech giant when sentiment is unusually cautious.Read more

TeamViewer’s main business has slowed, but the company still throws off a lot of cash and is trying to restart growth by moving upmarket. The big question is whether its enterprise push—helped by new tools like its AI assistant and augmented reality offering—can outweigh small-business churn, integration headaches, and worries that automation reduces demand for remote support.Read more