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Stripping away the seemingly "boring" exterior of rubber compounding and looking at the company’s true nature: an extremely disciplined M&A machine with a relentless focus on operational excellence 1. The Narrative: "The Consolidation Engine" Niche Dominance: Hexpol doesn't compete on price for bulk products.Read more

Perhitungan model DCF saya menunjukkan nilai intrinsik RALS hanya sekitar Rp 280 per saham. Mengingat harga pasar saat ini di atas Rp 450, saham ini jelas overvalued berdasarkan fundamental jangka panjang.Read more

Ticker: BRIT Recent Price Range: ~KES 8.5 – 9.6 (52-week range ~KES 5.92 – 10.10). Market Capitalization: ~KES 22–24 Billion.Read more

I view GEK TERNA entering 2026 with a robust €6.9 billion order backlog, positioned to capture outsized share from Greece's infrastructure renaissance, yet trading at a discount to peers on undervalued concessions like Attiki Odos. My non-consensus edge stems from accelerated EU Recovery and Resilience Facility (RRF) disbursements—€35 billion through 2026—fueling a 15%+ revenue CAGR, overlooked amid near-term macro noise.Read more

Mader Group is a specialist maintenance and technical services provider to mining and heavy industry, best characterised as a supplier of high-skill, outsourced maintenance labour for critical mining and industrial equipment. Over recent years, the company has been a consistent performer, delivering return on equity of around 30% over the past four years.Read more

For a firm like Bouvet, the valuation isn't about high-risk moonshots; it's about the reliability of the cash flow machine 1. The Narrative: The "Local Trusted Partner" Bouvet’s narrative is built on three pillars: Regional Dominance: Unlike offshore giants (like Infosys) or massive global firms (like Accenture), Bouvet sells proximity.Read more

QuantumScape: From Ambitious Science to the Cusp of a Battery Revolution Links to my detailed research videos https://www.youtube.com/playlist?list=PLTxyzjHIS6phTvuEN20Iv5uA1g9qLcmc5 QuantumScape (QS) , a company that for years was often dismissed as a mere "science project" by skeptics, has definitively transformed into a formidable business on the verge of real-world impact1.... Having chosen the "Hard Path" to tackle fundamental battery challenges, QuantumScape's journey, spanning over a decade and fueled by approximately $1.5 billion in funding (with roughly $300 million strategically deployed to date), is now poised for commercial success3....Read more

Intuit (NASDAQ: INTU) has quietly become one of the most influential platforms in the small business economy. While best known for TurboTax and QuickBooks, Intuit’s real strength lies in how deeply its products are embedded into everyday financial decision-making.Read more

Business Overview Key Metrics Total: 5/17 +2 ✅✅ Projected Operating Margin: 38.13% +0 ⚠️ Projected 5-Year Revenue CAGR: 9.38% +1 ✅ Last 5-Year ROIC: 13.60% +1 ✅ Estimated Cost of Capital: 9.45% (less than ROIC) +1 ✅ Last 5-Year Shares Outstanding CAGR: -1.09% +1 ✅ Projected 5-Year EPS CAGR: 19.73% +0 ⚠️ Projected 5-Year Dividend CAGR: N/A +1 ✅ Moody's Rating: A3 -1 ❌ Morningstar Moat: Narrow -1 ❌ Morningstar Uncertainty: High Netflix has become synonymous with watching movies. Its ever- growing catalog of movies and series locks in its users creating a business that has very high margins.Read more