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Walmart is building a fast-growing business outside its core stores, spanning things like specialty food, entertainment, and digital services. The big question is whether it can keep scaling these newer lines while holding its edge online and fending off tougher competition.Read more

Ubisoft’s share price looks bleak after its reset plan and big losses, but one recent deal suggests some of its biggest game series may be worth far more than the market is giving it credit for. The key is how much value sits inside its hit franchises and streaming rights—and whether restructuring, governance, and labor issues keep that value locked up.Read more

Price AU$131.58 · Mkt cap AU$17.25b · as of 25 Jun 2026 · FY ends 30 Jun · AUD · prepared through the Franchise Blueprint (v3) Franchise Score 20 / 22 Rating A Verdict BUY-ZONE Accumulate below ~AU$118. An A-grade network monopoly down 44% in a year on a not-yet-legislated tax change — durability is intact; the entry is fair-to-cheap on the asset's own cost of capital, comfortable on the forward frame.Read more

DISCLAIMER: This is solely for educational purposes, do not take this as investment advice. EQUITY RESEARCH VivoPower PLC Sovereign AI data infrastructure Price (24 Jun 2026) ~$5.68 Market Cap ~$82–92M 52-Week Range A.E. $1.20 – $8.55 Public Float ~3.8M shares Short Interest ~71.7% of float Beta ~2.6 (high) Analyst Consensus Hold (17 analysts) 12M Target Range $6.29 – $13.64 RATING: SPECULATIVE BUY 1.Read more

FY3/26 results update Forging ahead towards the next phase – FY3/26 results were resilient and ahead of the Company’s guidance revised in February 2026. Although macro uncertainty driven by Middle East tensions contributed to a conservative FY3/27 guidance, we think investors should look past the temporary headwind and focus on the Company’s new FY3/27–FY3/31 medium-term plan.Read more

Price NZ$8.18 (≈ A$7.50) · mkt cap ~NZ$13.9b · EV ~NZ$16.4b · as of late Apr 2026 · FY ends 30 June · NZD · prepared through the Franchise Blueprint (v3) Franchise Score 15 / 22 Rating - High-B Verdict WATCH Accumulate below ~NZ$5.75 (≈ A$5.30). A near-irreplaceable monopoly gateway — but capital-heavy, FCF-negative mid-build and priced at ~22–24× EBITDAFI, leaving a sub-hurdle owner's return and a negative margin of safety.Read more

Three key ideas before starting Unmatched Cash Generation & Scale: Reaching over $200 billion in annual revenue with 3.58 billion daily active people, Meta's "Family of Apps" operates with 50%+ margins, generating massive free cash flow to self-fund the tech of the future. AI & B2B as Near-Term Catalysts: Advantage+ AI algorithms are drastically boosting ad ROI and pricing power, while WhatsApp's B2B ecosystem and Threads' 500 million MAUs offer explosive, high-margin revenue diversification.Read more

Disclaimer This material is provided for informational and educational purposes only and should not be considered financial, investment, legal, tax, or other professional advice. The views expressed are based on publicly available information, company filings, technical reports, news releases, and personal analysis at the time of writing, and they may change without notice.Read more

Virtuix is no longer just a niche gadget for VR gamers—it’s pushing its full-body movement tech into military training, where multiple U.S. service branches are already testing it. The real question is whether this shift, plus faster ways to turn real-world footage into walkable virtual environments, can turn early pilots into steady demand—or whether funding needs and slow defense rollouts get in the way.Read more