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Three key ideas before starting Before diving into the details, it is useful to establish three core conclusions that structure the entire analysis. The first is that Nu Holdings is currently trading at a historically low multiple relative to its growth profile.Read more

The company's ERC-Estimated remaining collections exceeds $5B. Its market capitalization is less than $1B, making its liquidation value more than its trading value.Read more

En el cierre de los nueve primeros meses de 2025, NBI Bearings Europe confirma una recuperación gradual : mejora de márgenes (EBITDA 17,2%) y generación positiva de caja, con una reducción real de deuda (DFN/EBITDA ≈ 4x) y una sólida tesorería de más de 26 M€. Aunque los ingresos acumulados caen un 6,4% interanual, el tercer trimestre muestra reactivación operativa , impulsada por el fuerte crecimiento en India —ya con 90 nuevos clientes y expansión de producción superior al 100%—, mientras la nueva planta de Ahmedabad avanza hacia su apertura en 2026.Read more

Korvest makes the unglamorous metal parts that keep big projects running, and it could quietly benefit from the build-out of data centres and communications infrastructure tied to the AI boom. Even if that wave cools, its work across construction, utilities, transport, and resources may help it stay resilient—though project delays and rising input costs can still sting.Read more

Selkirk Copper is trying to bring a past-producing Yukon copper mine back to life using an existing mill, roads, power, and other facilities that many small miners would have to build from scratch. The big question is whether the company can restart it safely and profitably while handling permits and water issues that tripped up earlier owners.Read more

Spectral AI is building a tool that helps doctors spot which wounds are likely to heal and which ones need faster, more serious care, including burns that can be hard to judge by eye. The big question is whether regulators sign off and whether hospitals and emergency rooms turn early interest into real orders before cash runs tight.Read more

Japfa Comfeed Indonesia is coming out of a slump fast, helped by stronger pricing for chicks and chicken and easing feed costs. But this story also hinges on what happens to imported feed ingredients, currency swings, and whether the industry tips back into oversupply.Read more

This miner’s future hinges on how high silver prices climb, with two big projects in Peru and Chile that could turn into major cash generators if the market gets hot. The catch is that it may take years to reach production, and it could need new funding along the way.Read more

A takeover offer for IJM has sparked a public fight over what the business is really worth, with one camp saying the bid is fair and others saying it badly undervalues the company. Dig into what drives IJM’s earnings and asset base across construction, property, tolls, and ports—and the one accounting area that could still change the story.Read more