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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

EWY:US NYSE Arca iShares Msci South Korea ETF The investment narrative for the MSCI Korea 25/50 Index is that it gives broad, capped exposure to South Korean large- and mid-cap stocks, making it a common benchmark for investors who want a single-country Korea allocation without concentrating too heavily in the biggest names. It is designed to measure the performance of that market segment and cover about 85% of Korea’s free-float-adjusted market capitalization.msci+1 What it represents The index is built to track South Korean equity performance, especially the large and mid-cap portion of the market.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

Accumulate below ~A$23 (add harder < ~A$20). A wonderful compounding franchise at a fair-not-cheap price: the quality clears the gate, but the static margin of safety and asymmetry fall short of the deep-value entry discipline.Read more

ServiceNow quietly sits behind the scenes of big companies, keeping everyday work moving—and the bet is it becomes even more essential as businesses try to keep artificial intelligence under control. The big question is whether the market is underestimating how hard it will be to replace a platform that’s already woven into so many critical processes.Read more

Bath & Body Works is reshaping how it sells, with more stores outside malls, updated store formats, and a loyalty app that keeps customers coming back. The upside is new product categories, but shifting shopper habits and fast-changing tastes could still pressure sales and force heavy discounting.Read more

Palantir has not stopped growing its earnings and revenue, making now an opportune time to initiate a position near its 52-week low. An effective strategy for a long-term position is to scale in across three buying increments.Read more