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A little-known builder in Sarawak focuses on government-backed schools and public facilities, which can be steadier work than private property projects. A recent weak quarter spooks the market, but the company is pushing to expand into Peninsular Malaysia—an important test of whether it can scale beyond its home turf.Read more

Walmart is building a fast-growing business outside its core stores, spanning things like specialty food, entertainment, and digital services. The big question is whether it can keep scaling these newer lines while holding its edge online and fending off tougher competition.Read more

DISCLAIMER: This is solely for educational purposes, do not take this as investment advice. EQUITY RESEARCH VivoPower PLC Sovereign AI data infrastructure Price (24 Jun 2026) ~$5.68 Market Cap ~$82–92M 52-Week Range A.E. $1.20 – $8.55 Public Float ~3.8M shares Short Interest ~71.7% of float Beta ~2.6 (high) Analyst Consensus Hold (17 analysts) 12M Target Range $6.29 – $13.64 RATING: SPECULATIVE BUY 1.Read more

FY3/26 results update Forging ahead towards the next phase – FY3/26 results were resilient and ahead of the Company’s guidance revised in February 2026. Although macro uncertainty driven by Middle East tensions contributed to a conservative FY3/27 guidance, we think investors should look past the temporary headwind and focus on the Company’s new FY3/27–FY3/31 medium-term plan.Read more

As a quantitative fundamental value investor, I seek out for deep value stocks, estimate their fair value, compute their intrinsic price and run them through my check list to see if I can invest in them. I take the three filter approach for this - is my thesis Possible?Read more

Three key ideas before starting Unmatched Cash Generation & Scale: Reaching over $200 billion in annual revenue with 3.58 billion daily active people, Meta's "Family of Apps" operates with 50%+ margins, generating massive free cash flow to self-fund the tech of the future. AI & B2B as Near-Term Catalysts: Advantage+ AI algorithms are drastically boosting ad ROI and pricing power, while WhatsApp's B2B ecosystem and Threads' 500 million MAUs offer explosive, high-margin revenue diversification.Read more

Virtuix starts as a device that lets people walk and run inside virtual worlds, but the bigger story is its push into military training and realistic digital “terrain” made from ordinary video. With major military groups already testing it and a new path to reach a much larger VR headset audience, the company’s next moves could reshape where its growth really comes from.Read more

The market’s current appraisal of Rocket Pharma (RCKT) fails to adequately account for the operational and technical maturity the company has already achieved. While equity markets are quick to assign premiums to emerging technologies, they are often sluggish in recognizing the complex manufacturing infrastructures that characterize true commercial scaling.Read more

NuScale looks written off after a big project was canceled, but the core idea may be getting stronger as power-hungry AI data centers look for clean, always-on electricity. The company’s small nuclear reactor design has already cleared a key U.S. regulator, which could matter if customers start demanding reliable carbon-free power on-site.Read more