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🪙 Polymetals Resources Ltd (ASX:POL) Polymetals Resources (ASX:POL) is an Australian polymetal producer/restart story centered on the Endeavor silver–zinc–lead mine in the Cobar Basin, NSW. Unlike a “pure silver” discovery play, Endeavor’s economics are driven by multi-metal concentrates (Zn + Pb with Ag credits) and the operational ramp to steadier shipments/cashflow.Read more

Catalysts Recent success in a phase IIIa trial showed once-daily doses of oral semaglutide demonstrated a statistically significant and superior reduction in HbA1c by 0.83% versus placebo at 26 weeks for adolescents with Type II diabetes. Based on the study data, NVO intends to seek regulatory approval for oral semaglutide in adolescents aged 10 to 17 with T2D for both Rybelsus and oral Ozempic in the U.S. and the EU in the second half of the year.Read more

I believe Cobre Limited (ASX) is currently being undervalued by the market, which still sees it as a turnaround story. However, the Sierra Atacama acquisition presents an exciting opportunity for the company to establish itself as a credible copper producer in Chile.Read more

️ Business Overview Key Metrics Total: -2.5/17 +1 ✅ Projected Operating Margin: 12% +0 ⚠️ Projected 5-Year Revenue CAGR: 8% +0 ⚠️ Last 5-Year ROIC: 9.83% +0 ⚠️ Estimated Cost of Capital: 9.83% (around ROIC) -1 ❌ Last 5-Year Shares Outstanding CAGR: +0.50% +1 ✅ Projected 5-Year EPS CAGR: 12.36% +1 ✅ Projected 5-Year Dividend CAGR: 11.63% -1.5 ❌ Estimated Debt Rating: B1 -2 ❌❌ Morningstar Moat: None -1 ❌ Morningstar Uncertainty: High During the 2030 projections, the Mota-Engil management projected the following for the future of the company: 2026 Revenue Growth : to accelerate to 10-15% Operating Margin to be sustained around 11-12% Net Margin to be maintained around 2.5-3% EPS to grow from 0.43 euros to 0.47-0.60 2030 Revenue Growth 9.000 million by 2030, representing a 10% CAGR Operating Margin to expand into >= 13% Net Margin to expand into >=4% EPS to grow from 0.43 euros to 0.55-1.17 (this are my expectations, given my lower to higher assumptions, presented later on during this valuation). To be honest this confident and overall good projections by the management took me by surprise and I reavaluated my position on the company.Read more

Adobe was an amazing company. I'm an end user since 1991.Read more

Just started my investment journey with MTN Nigeria Communications (MTNN). I bought 20 shares around October last year at approximately ₦444.5 per share, and it’s exciting to see the stock now trading around ₦915 per share.Read more

Berkshire Hathaway: A Fortress of Financial Strength Berkshire Hathaway, the investment conglomerate led by the legendary Warren Buffett, has long been admired for its disciplined investment strategy, long-term focus, and unwavering commitment to shareholder value. As the company prepares for the eventual transition of leadership to Greg Abel, it's essential to examine its financial strength and prospects for continued success.Read more

RXRX is a terrible biotech only because the INSIDERS themselves don’t believe in it! All they’re doing is milking the heck out of this doomed stock!Read more

Okay, so you are probably thinking… yeah right, here’s that degenerate Double Bubbler banging on about that penny stock again. Well take a brief moment and read the following to see why my opinion is not so outlandish.Read more