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Three key ideas before starting Before diving into the details, it is useful to establish three core conclusions that structure the entire analysis. The first is that Nu Holdings is currently trading at a historically low multiple relative to its growth profile.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

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

Nestlé quietly shifts from a familiar food-and-drink giant into a company that aims to play a bigger role in everyday health, from pet care to supplements and more personalized nutrition. The big question is whether its new leader can rebuild shopper trust and get sales volumes growing again while pushing deeper into health-focused products.Read more

Horizon Aircraft is trying a different route to flying taxis: a plane that takes off like a helicopter but cruises like a normal aircraft, so it doesn’t depend on widespread charging networks. The team’s rewards hinge on hitting a bigger company size, and the story looks at whether patents, early customer interest, and upcoming flight and approval milestones can outweigh funding and certification risks.Read more

Stellantis takes a hit in the first half as costs surge and North America weakens, but it still has a cash buffer and a dividend that could buy it time. A new CEO, a wave of upcoming vehicle launches, and a promised second-half rebound set up a make-or-break period for a potential recovery.Read more

En el cierre de los nueve primeros meses de 2025, NBI Bearings Europe confirma una recuperación gradual : mejora de márgenes (EBITDA 17,2%) y generación positiva de caja, con una reducción real de deuda (DFN/EBITDA ≈ 4x) y una sólida tesorería de más de 26 M€. Aunque los ingresos acumulados caen un 6,4% interanual, el tercer trimestre muestra reactivación operativa , impulsada por el fuerte crecimiento en India —ya con 90 nuevos clientes y expansión de producción superior al 100%—, mientras la nueva planta de Ahmedabad avanza hacia su apertura en 2026.Read more

I have an unapologetic bias towards smaller Australian industrial companies with diversified customer bases. Korvest Ltd is one such business.Read more

Intel’s chip business looks like it has stopped getting worse, but the real question is whether its manufacturing arm can turn from a cash drain into a real profit engine. New leadership and growing outside interest hint at a path forward, while the story also explains what has to go right for that turnaround to actually matter.Read more