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Willamette Valley Vineyards looks cheap at first glance, but shrinking demand for wine and rising costs are squeezing the business at the worst possible time. The company leans heavily on a complicated financing setup and shows signs of cash strain, which could leave everyday shareholders with little room for upside if things don’t improve.Read more

AS ONE just put up a record year, but it signals a pause as it spends more on new facilities, logistics, and marketing to fuel the next leg of growth. The key question is whether these investments and a lift in demand for certain consumables can turn into stronger profits in the years ahead.Read more

For more Special Sits ideas, sign up for my free blog TLDR: Jumia trades at ~$6 and I own the January 2028 $7/$15 call spread for $1.15, which pays around 7:1 if this company finally stops burning cash. The last time the stock traded in the mid-teens was in January.Read more

Key Takeaways Oncolytics Biotech is developing one main drug, pelareorep, for hard-to-treat gastrointestinal cancers. The simple idea behind the science is to use a naturally occurring virus to wake up the immune system inside tumors that normally hide from it.Read more

Brightstar Resources Limited (ASX:BTR) Introduction Brightstar Resources Limited is an emerging Western Australian gold company building two principal production centres: the Goldfields Project around Laverton and Menzies, and the larger Sandstone Gold Project. The company currently controls approximately 4.5 million ounces of gold resources across granted mining leases, comprising around 1.6Moz in the Goldfields and 2.9Moz at Sandstone.Read more

Sodick says it’s moving from a turnaround to an “on the offensive” growth phase, helped by rising demand tied to data center build-outs and a new multi-year plan focused on growth and shareholder returns. The catch is whether it can hit its profit goals as it ramps up spending and deals, making the next few years a real test of execution.Read more

Run a discounted cash flow backwards. It is the only honest way to find out what a price is asking you to believe, because it removes your opinion from the exercise and leaves only the market's.Read more

Nebius Group (NBIS) placed itself in the center of AI data center infrastructure bull run. If AWS is Walmart, Nebius is a boutique for the AI industry.Read more

My thesis on Canadian Solar does not depend on a near-term recovery in the solar industry. The headwinds are real: manufacturing overcapacity, compressed margins, high leverage, capital intensity, and persistent US-China trade friction.Read more