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The market is treating SBM Offshore like a cyclical offshore services stock that has already had its good news. That caution is understandable.Read more

Microsoft's decline in value over the last year is not surprising, but whether or not it was deserved is another thing entirely. Similar to their peers, a lot of money has been spent developing their AI infrastructure.Read more

Medibank looks like a steady, well-run health insurer with a loyal customer base and strong cash generation, but the market already treats it like a “safe” pick. The bigger question is what could actually push returns higher from here—and whether regulation and ongoing fallout from the cyber breach could spoil the story.Read more

The "Easy Money" Is Gone, But The "Smart Money" Is Staying: My Take on Alphabet If you look at the headlines, Alphabet looks like a giant under siege. The Department of Justice is at the door, and competitors like ChatGPT are nipping at Search’s heels.Read more

Agnico Eagle faces a sudden hole in output at its Canadian Malartic site, and the nearby mill could soon sit partly idle unless it finds more easy-to-mine ore. A tiny neighbour, Renforth Resources, says its Parbec deposit is already exposed at surface and could be brought into production quickly—setting up a potential buyout catalyst, but also hinging on test results and a major partner actually stepping in.Read more

Nintendo bets it can stay the budget-friendly choice in gaming by keeping its next Switch cheaper than rival handhelds and avoiding the parts shortages that can slow a launch. But a thin near-term game lineup and missing big-name releases could leave many households sticking with the older Switch until new blockbuster titles arrive.Read more

Agnico Eagle has a big problem: its flagship mill could end up running far below capacity as it shifts underground, and it needs nearby ore to keep the system humming. Renforth’s Parbec deposit sits in the right place with the right profile, and the company is pushing permits and sampling work that could force larger players to act—or risk losing time and leverage.Read more

Many people treat CRDB like a simple dividend bank, but its biggest story may be how it’s building a bigger role in Tanzania’s fast-forming financial system. If its deposit growth, digital payments push, and Congo expansion work out, the company could look very different over the next decade—though competition and economic shocks could still derail that path.Read more

Microsoft is spending heavily to build out the computing power behind its AI push, and the market is treating that like a problem even though the core business stays strong. If that spending starts paying off, investors could get a rare chance to buy a high-quality tech giant when sentiment is unusually cautious.Read more