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Uber’s recent moves in Türkiye are hard to ignore. In the past year, $UBER has committed over $1B across Trendyol Go and Getir delivery assets — paying ~0.34–0.41x gross bookings for businesses operating at ~4% global EBITDA margins.Read more

Dear Inotiv, My name is Jong Ik Kwon, DVM , a graduate of Seoul National University College of Veterinary Medicine. Earlier in my career, I worked for Kwangdong Pharmaceutical as a Clinical Research Manager (CRM) for two years , where I gained direct experience in clinical development, regulatory processes, and pharmaceutical operations.Read more

Hololive's Cover Corporation continues to experience margin compression due to: Excessive spending, increased annual salaries with employees working with Unreal and their Metaverse project plus a shortfall after a delayed response to Japan-U.S. tariff trade issues. Flat streaming revenue and negative concert/event results in Q3 shows the net result of loss of talent and a general pullback of streaming by talent after management rotated their revenue focus.Read more

1. The Narrative: The Vertical Market Software (VMS) Fortress Vitecs story is built on three specific pillars: The BuyToKeepForever Philosophy: Unlike PE, Vitec never sells.Read more

🪙 Rio Silver Inc. (TSX-V: RYO | OTC: RYOOF) Rio Silver is an early-stage, Peru-focused silver-dominant explorer/developer advancing Maria Norte (Huachocolpa District, Huancavelica) with a capital-light “toll-milling + staged underground access” concept.Read more

The New Geopolitics of Energy in the Age of Digitalization and Artificial Intelligence Global energy markets are experiencing one of the most volatile and transformative periods in history, at the intersection of geopolitical risk premiums, trade protectionist tendencies, and fluctuating demand projections. By 2025, the world faces a reality where the gap between carbon neutrality targets and the need for uninterrupted energy is narrowing.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

A Tale of Two Engines: Coca-Cola HBC (EEE.AT) By the end of 2026, the valuation of Coca-Cola HBC (EEE.AT) is projected to reach a "New Normal." The convergence of the Sept 21, 2026, Developed Market upgrade and the formal closing of the CCBA acquisition creates a unique valuation window where the stock sheds its "emerging market discount" while fully pricing in its "African growth premium." ________________________________________ 1. End-of-2026 Target Price Summary Based on the 2027 forward-looking earnings (the metric the market will be pricing in by December 2026), the projected share price is: • DCF-Derived Target (End-2026): €56.40 • Comparables-Derived Target (End-2026): €52.80 • Consensus Year-End Target: €54.60 ________________________________________ 2.Read more

️Business Overview Key Metrics Total: -1/17 +1 ✅ Projected Operating Margin: 17.56% +1 ✅ Projected 5-Year Revenue CAGR: 10.87% +0 ⚠️ Last 5-Year ROIC: 4.68% -2 ❌ Estimated Cost of Capital: 7.71% (greater than ROIC) -1 ❌ Last 5-Year Shares Outstanding CAGR: +2.07% +1 ✅ Projected 5-Year EPS CAGR: 15.46% +0 ⚠️ Projected 5-Year Dividend CAGR: N/A +1 ✅ Estimated Debt Rating: A1 -1 ❌ Morningstar Moat: Narrow -1 ❌ Morningstar Uncertainty: High Despite its Narrow Moat rating by Morningstar, Spotify still shows an operating margin around ~15-20% and expanding. Its revenue and EPS growth is also solid between 10-15%.Read more