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Why Tomra is a great catch right now!
Tomra Systems ASA is a Norwegian based industrial machinery Maker which get most of its revenues from Machines and sensors of collection (56%), food (25%) and recycling waste materials (17%) with a total 2025 net revenue of €1318 M (€1,318 B). Now the company is set to benefit from PPWR, which is The European Union's Packaging Waste Regulation (PPWR) that became mandatory on August 12, 2026, setting strict new sustainability, labeling, and reduction standards for all packaging of the EU countries.Read more
Resonance Health will triple revenue growth to 30.83% in five years
Resonance Health just posted its strongest year in decades, showing it can grow and generate cash without needing fresh investor money. The twist is that the market seems to be ignoring a growing backlog of trial work and a near-term readout on a new liver test that could open up a much bigger opportunity.Read more
Kuya Silver, The High-Octane Rocket With 15,372 g/t Silver + $12 AISC
Kuya Silver Corporation CSE: KUYA / OTCQB: KUYAF / FRA: 6MR1 Introduction Kuya Silver is a Canadian-based, growth-oriented silver mining company whose flagship asset is the Bethania Silver Mine in central Peru. Unlike many junior silver companies that remain years away from production, Bethania is already operating.Read more
Only Two Analysts Cover This Stock.
A little-followed Mexico-based direct seller looks cheap to the market, even as the controlling founder and the CEO keep buying more shares. The business is growing again, pays a steady dividend, and now has a fresh boost from the Tupperware deal—but the integration could still be where this story breaks.Read more
Unilever (LSE:ULVR), changes in the wind.
This article appeared on my substack page a couple of days ago ( https://piproberts25.substack.com/p/unilever-lseulvr-changes-in-the-wind?r=6kjdcg&utm_campaign=post-expanded-share&utm_medium=web ) Unilever (LSE:ULVR) is changing. It has plans to no longer simply be the mature consumer staples business it has been for decades.Read more
Decision making under ambiguity - A case study on expectations investing
Standing on the shoulders of the giants As I grow as an investor, I am increasingly focused on building a repeatable process for identifying mispriced stocks. My approach draws on Michael Mauboussin’s classic book, Expectations Investing.Read more
Buying a Dollar for Fifty Cents: The Case for Dusk Group
Dusk sells candles and home fragrance through its own stores and website, and it’s coming out of a rough patch with improving sales and a cleaner store network. The big twist is how much cash the business is sitting on, which could cushion a downturn while management tests a new store format and even attracts a takeover bid.Read more
The Most Wonderful Monopoly in the Most Dangerous Neighbourhood on Earth
Taiwan Semiconductor sits at the heart of the world’s most advanced chips, making it a key “picks and shovels” business behind today’s AI boom. But its dominance comes with a hard-to-ignore threat: a geopolitical flashpoint that could disrupt the entire tech supply chain, making the right entry price crucial.Read more
"Grid-to-Chip: How Eaton Controls the Physical Bottlenecks of AI Data Centers"
Eaton is shifting from a steady industrial supplier into a key “plumbing” company for power and cooling in AI data centers, where electricity and heat are becoming the real bottlenecks. Its long delivery queues, specialized materials constraints, and push into both power gear and liquid cooling could keep demand strong—but big acquisitions and supply-chain pinch points add real execution risk.Read more
