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The Best Season Is Still Ahead
BAR DJUS has been profitable in nine of its ten years, grown revenue near 30% a year for four, and reached DKK 20.3m in 2025, with Swedish sales up 170% in a single year. The model is simple: buy European citrus at its seasonal best, cold-press and freeze it within minutes, and sell a two-year shelf-life ingredient at a stable margin all year round.Read more
The Underrated Transformation of a Digital Payments Giant
PayPal is trying to shake off years of disappointment by rebuilding its checkout experience and pushing into new ways to pay, from smarter shopping tools to its own digital dollar. The bigger question is whether these bets can reignite customer and merchant momentum fast enough in a crowded payments market.Read more
One of China's Fastest-Growing Restaurant Chains Trades on Just 7x Earnings and an 8% Dividend
Green Tea Group (HKEX: 6831) During a recent trip to China, one restaurant chain kept catching my attention. Whenever I walked past a Green Tea Restaurant, it seemed to be busy.Read more
The C$4M Explorer Positioned to Become Europe's First Antimony Mine
A tiny explorer near a major Balkan mining deal could become Europe’s first homegrown source of a metal the West is scrambling to secure as export restrictions loom. The upside comes with real danger: it’s an early-stage, thinly traded bet that depends on more people noticing what its drill results suggest.Read more
WHERE DID THE SIX MILLION SHARES GO? THE PRG OWNERSHIP TRAIL INVESTORS CANNOT IGNORE
The family’s visible stake fell below 10% shortly before the AGM. Around the same period, people identified as business or family associates appeared with almost 5%.Read more
Mint SA: A French Micro-Cap Energy Retailer Worth Watching
Mint SA (EPA) is a small French energy retailer supplying electricity and natural gas to both households and businesses. Unlike traditional utilities, the company doesn't own power stations or electricity networks.Read more
Compounder to Cash Generator in Real Time
The Auction Business Moat Is Fine. The Capital Allocation Is Not.Read more
The Luxury Titan Mispriced by a Short‑Sighted Market
LVMH faces a demand slowdown, but the business keeps growing as it adds brands, expands its hotel footprint, and leans into high-end categories. If the market is judging the company on the recent dip while it keeps building for the long run, this could be a rare moment when a luxury leader looks undervalued.Read more
⚡ Two-Minute Drill: Rezolve AI - The AI That Doesn't Recommend Products. It Buys Them.
Rezolve AI wants to turn shopping chats into completed purchases, handling everything from questions to checkout in one conversation. The upside is big if retailers adopt this approach quickly—but it hinges on execution and whether giants like Amazon or Shopify decide to build their own version.Read more
