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Unbelievable numbers. Be very careful!
Are the official reports and nubers even credible? I found are multiple stories in the German news (links below) about alleged insolvency and customers and stake holders not getting the money the company owes them - allergedly only when the court orders TPG to pay it's due.Read more
The 1960s Fighter Jet That Could Crack Open a $20 Billion Satellite Market
Starfighters Space ( NYSE: FJET ) owns a fleet of supersonic F-104 aircraft (they call Starfighters) and plans to use them as a reusable first stage for space launches. This program, called STARLAUNCH, can lead to faster turnaround times for launch schedules and potentially lower costs than traditional methods.Read more
Oriental Kopi's Indonesia JV Strengthens Regional Growth Narrative
Oriental Kopi teams up with a well-connected Indonesian retail group to open restaurants in Indonesia, starting in Jakarta, instead of going it alone. The deal aims to let the company grow faster while earning ongoing brand and support fees, but the payoff likely comes later as new locations ramp up.Read more
Figma (FIG): The S&P 500’s Design Standard Turning Into an All-in-One Platform
Figma is moving from a single design tool into a connected workspace where product, marketing, and web teams can create and publish without bouncing between apps. The big question is whether that “all-in-one” pull and new AI features keep it hard to replace as deep-pocketed rivals close the gap.Read more
FV 206,24 but with a 310-154 range...to discuss
UCB looks expensive against a cash‑flow based estimate and what similar drugmakers suggest, but the gap sits inside a wide range where small long‑term assumptions can swing the outcome. The big question is how much confidence you can place in far‑future growth and the drug pipeline when most of today’s “value” comes from years beyond the near term.Read more
Frank Giustra Backed: The High-Grade Silver Project Acquired for Just $3.5M Could Deliver 30x Silver Torque
A small silver explorer in Argentina starts with a known high-grade deposit and ready-to-use site infrastructure, then drills hard to prove the area is much bigger than the current find. Big-name backers add credibility, but the project still needs key technical studies and clarity on how cleanly the metal can be processed.Read more
Ryde Group Ltd (NYSE American: RYDE): A High-Growth Challenger in Asia’s Digital Mobility and Quick Commerce
Ryde is a smaller Singapore ride-hailing and delivery app trying to win customers and drivers with a driver-friendly, no-fee approach and a focus on repeat riders. Partnerships, greener transport options, and plans to expand into new cities could help it grow fast, but it still needs to prove it can scale without losing money.Read more
MercadoLibre and the Spreadsheet Trick That Decides Everything
MercadoLibre looks like it’s burning cash, but that apparent problem may actually come from pouring money into its fast-growing lending business. If that bet pays off, the company could be far more valuable than the market expects—but the next earnings report may quickly reveal whether this is smart reinvestment or a lasting drag.Read more
5/8/26 — DLocal: trading 70% below a 9.8%-discounted fair value, with the cash flow to defend it
DLocal looks priced as if its growth is about to cool sharply, even though it turns a large share of sales into cash and sits on a strong cash cushion. The big question is whether that growth can hold up, because the upside case depends heavily on what happens over the next several years.Read more
