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Below is a professional investment memo (buy‑side style, in English) on Gilead Sciences (GILD) based primarily on the 2025 Impact Report (pipeline + strategy + data extraction) and complemented with verified investor website + latest news analysis. Investment Memo – Gilead Sciences (NASDAQ: GILD) 1.Read more

Initiating coverage A serial incubator of digital businesses, trading at a material discount – Ceres has a demonstrated track record of building businesses from scratch and crystallizing value at attractive returns. The Company incubated D2C from ¥10mn to ¥4.9bn in revenue, grew labol's GMV approximately 70x in four years, and generated a post-tax MOIC of 6.6x and ~31% IRR on the YUMEMI investment over eight years.Read more

GameStop’s chance of a successful M&A Bid For eBay. -What to look for as confirmation at eBay’s upcoming annual shareholder meeting.Read more

Polaris pushes to grow in Japan’s hotel market even as fewer Chinese visitors show up, by opening more hotels and shifting toward regions and formats that may hold up better in a downturn. It also rolls out richer customer perks and moves to lower-risk contract models, but near-term results still depend on how travel demand shakes out.Read more

Netflix keeps finding new ways to bring in more viewers worldwide, and that growing customer base is starting to feed both sales and profits at the same time. The big question is whether it can keep that momentum as rivals push harder and choices like pricing and content investment get trickier.Read more

Texas Instruments is spending heavily now to build more of its chips at home, which can make it cheaper to produce, more reliable to supply, and stronger when demand rebounds. It also has steady end markets and could ride the next wave of automation and “real-world” AI, but the near-term slowdown makes the timing and payoff worth watching.Read more

New Found Gold shifts from “big discovery” to “can it actually become a mine,” thanks to a new production plan and newly acquired processing assets in Newfoundland. The upside hinges on turning strong drill results into steady output while clearing permits and keeping costs and share dilution from getting out of hand.Read more

Gold Li’s share price has slipped after its market debut, but its recent results point to improving profits driven by completed home sales and the ability to sell assets when needed. The next question is whether it can keep that momentum while using fresh funds to expand its land and compete in a crowded property market.Read more

Cover Corporation pulls the plug on its HoloEarth “metaverse” push after costly missteps, forcing the company into a rebuild mode. With profits under pressure and a sharper focus needed, Hololive’s next moves may look very different from the recent boom years.Read more