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Visa 04-2026
Visa executes steadily on its three-pillar strategy: Consumer Payments volume growing 8-9% in constant dollars driven by secular cash-to-card conversion and cross-border recovery; CMS at ~20% initially decelerating to ~12% by FY30; VAS sustaining 20-25% growth before decelerating to ~15% by FY32 as the business matures. The DOJ antitrust case resolves with a monetary settlement and limited routing adjustments — painful but not structurally disruptive to the debit network economics.Read more
MercadoLibre and the Spreadsheet Trick That Decides Everything
MercadoLibre looks like it’s burning cash, but much of that is tied to building its fast-growing lending business rather than a weakening core platform. The real question is whether this lending push turns into a self-funding engine or a permanent drain—and the next results could swing the story either way.Read more
Perfect Hardware, Dated Software: Why I See Apple at $100 in 3 Years
Apple is a fantastic company for having perfected the design and hardware of our various tools—computers, smartphones—all with software designed in the 2000s to maximize their capabilities. What does the future hold for this company?Read more
A value stock that's undervalued.
Accenture gets hit as companies worry that new AI tools will shrink big consulting projects, even though the business still runs on long, sticky relationships with major clients. The key question is whether Accenture can turn that AI fear into new work by helping companies plug modern tools into old systems without breaking anything.Read more
A Cash-Generating Oil Producer the Market Has Turned Against
Karoon Energy throws off a lot of cash from its offshore oil fields, but investors have soured after equipment problems and worries about rising spending. If taking direct control of its key production vessel really improves reliability and costs, the market’s gloomy view could prove too harsh.Read more
Developer to Producer: Debt-Free Path, A$965M Post-Tax NPV, and Massive Gold Leverage
Rox Resources is turning Youanmi from an old mine into a new underground gold operation in Western Australia, with funding in place and a clear path to a first gold pour. The upside hinges on strong gold output and extending mine life with more drilling, but it all comes down to whether the team can build and ramp up the mine without costly surprises.Read more
Aurinia Pharmaceuticals: Focused Execution in a Narrow but Durable Niche
Aurinia bets on one drug for lupus kidney disease, and that narrow focus is starting to look more like discipline than a weakness as doctors use it more and insurance coverage settles. The big question is whether new regions can add growth before competition, pricing pressure, or its thin pipeline catches up.Read more
The Hidden Southeast Asian Compounder: How an Overlooked Storage and Leasing Company Quietly Created Wealth for a Decade
A little-known Philippine company makes money by renting out warehouses, storage spaces, and other properties—and it has quietly built a track record of steady growth and strong cash generation. The big question is whether its cash-rich, debt-free setup and reliable dividends can keep paying off as cities get denser and demand for space keeps rising.Read more
