Global Community

Nu Holdings takes a hit as Brazil’s economy weakens and loan losses rise, but the core idea stays the same: a branch-free bank that keeps gaining customers and selling them more services. The next chapters—getting bigger in Mexico, testing new AI-driven advice, and a possible move into the U.S.—could change how investors see the business, but there are real risks tied to Brazil and credit quality.Read more

The company's ERC-Estimated remaining collections exceeds $5B. Its market capitalization is less than $1B, making its liquidation value more than its trading value.Read more

NBI Bearings Europe shows signs it is getting back on its feet, with stronger day-to-day performance and cash coming in while it works down debt. A fast-growing push in India and a new factory on the way could be the next big test of whether the turnaround can stick.Read more

Korvest makes the unglamorous metal parts that keep big projects running, and it could quietly benefit from the build-out of data centres and communications infrastructure tied to the AI boom. Even if that wave cools, its work across construction, utilities, transport, and resources may help it stay resilient—though project delays and rising input costs can still sting.Read more

Selkirk Copper aims to bring a real, past-producing Yukon copper mine back to life using existing roads, power, and a built processing plant instead of starting from scratch. The big question is whether it can restart smoothly, handle water and permits, and prove the plan works before the next round of major decisions.Read more

Spectral AI is building a tool that helps doctors spot which wounds are likely to heal and which ones need faster, more serious care, including burns that can be hard to judge by eye. The big question is whether regulators sign off and whether hospitals and emergency rooms turn early interest into real orders before cash runs tight.Read more

Japfa Comfeed Indonesia is coming out of a slump fast, helped by stronger pricing for chicks and chicken and easing feed costs. But this story also hinges on what happens to imported feed ingredients, currency swings, and whether the industry tips back into oversupply.Read more

This miner’s future hinges on how high silver prices climb, with two big projects in Peru and Chile that could turn into major cash generators if the market gets hot. The catch is that it may take years to reach production, and it could need new funding along the way.Read more

A takeover offer for IJM has sparked a public fight over what the business is really worth, with one camp saying the bid is fair and others saying it badly undervalues the company. Dig into what drives IJM’s earnings and asset base across construction, property, tolls, and ports—and the one accounting area that could still change the story.Read more