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Zijin Mining is built around two metals that tend to shine in very different times: one people lean on when the world feels uncertain, and another that’s needed to build out electrification. A planned separation of its international gold business and a busy pipeline of new mines could change how investors see the company, but its far-flung operations come with real political and execution risks.Read more

A Japanese telecom in Okinawa starts keeping more mobile customers as its new phone plans and device-focused offers begin to cut cancellations. It’s also looking beyond mobile with business services and a move into electricity retail, but competition and execution will matter.Read more

Micron is riding a wave of booming demand for the kind of memory used in AI data centers, but its profits still depend on a boom-and-bust chip cycle that can turn quickly. See why today’s surge could fade as rivals expand supply, and how reliance on a handful of giant customers could make the next slowdown hit harder than investors expect.Read more

Horizon Aircraft is betting on a hybrid aircraft that can take off like a helicopter but fly mostly like a plane, aiming to avoid the need for new charging networks while serving regional and defense missions. The story hinges on upcoming prototype and certification steps—and whether the company can fund and scale production before delays or share dilution erode the upside.Read more

EPAM’s boom in tech spending is fading, and customers are pushing back on what they’re willing to pay. At the same time, turmoil in its traditional talent hubs and a lack of its own AI infrastructure could leave it looking more like a replaceable staffing partner than a premium tech leader.Read more

Nova Ljubljanska Banka aims to grow its core income and profits over the next few years, helped by tighter costs and a bigger push into fee-based services and possible acquisitions. The big question is whether it can keep earning strong returns as lending conditions change, and whether expansion into nearby markets could unlock a new phase of growth.Read more

Baviera: Europe's Most Capital-Efficient Eye Care Compounder — Trading at Distressed Multiples While Delivering 15% CAGR and 40% ROCE. Fair Value €88/share ### The Business Clínica Baviera is Europe's leading specialist ophthalmology clinic network, focused on laser vision correction and intraocular surgery.Read more

A little-known platinum producer in South Africa is throwing off cash and paying a big dividend, yet the market still treats it like it’s in trouble. See what’s driving the strong results, what could unlock a re-rating, and the key risks—from metal price swings to project ramp-up and local operating challenges.Read more

SharkNinja makes products people genuinely seem to love. My brother-in-law hasn't stopped talking about his Ninja coffee machine.Read more