Key Points SoundHound has developed over two decades of moat in an industry that just started getting traction. With shrinking electronics and communication with machines becoming more mainstream, I believe the company can capture much of this growth.

Key Takeaways I believe the Canadian oil and gas sector is overlooked, mainly because of Donald Trump's upcoming second term. Regardless of Trump tariff risk, which I deem overblown due to economic recoil to the American Midwest, I believe Canadians have hedged their risk, improving exporting infrastructure.

Key Takeaways The online dating market is declining as the post-COVID-19 Pandemic growth runs its course. Bumble’s stock performance has been abysmal despite the industry's and the broad market's growth after the IPO.

Key Takeaways A large exposure to the iron-ore market with a muted medium-term outlook leaves BHP vulnerable. The company's second-largest segment (copper) can provide growth but is at risk of prolonged higher capex.

Owing to its size, valuation, and strong presence in favourable mining regions, Newmont is an attractive stock for investors seeking to reduce exposure to geopolitical uncertainty. Newcrest acquisition boosted the aging portfolio without significantly burdening the balance sheet.

Key Takeaways A strong presence in stable regions puts Barrick Gold in a good position to benefit from the next commodity super-cycle. Barrick's investment in human capital should ensure qualified personnel are available for developing markets.

Key Takeaways The end of ACP will lead to a short-term revenue decline. Predictive AI is providing more valuable customer service experiences.

Key Takeaways Walmart is an industry leader deeply entrenched in the lives of millions of customers. Using modern solutions like AI, Walmart can magnify these economies of scale advantages.

Key Takeaways A geopolitical status quo means TSMC can remain the market leader It has a healthy balance sheet to invest in R&D and maintain its wide moat Growing industry and large repeat customers will drive double-digit revenue growth The stock has the potential to become a dividend aristocrat Catalysts Industry Catalysts Continuous Demand and Reliance on Chips Will Support Revenue The computing power accessed through microchips is only increasing. It goes beyond smart devices and data centers, and in the 2020s, it is a vital part of the global economy.

Key Takeaways Coca-Cola is the leading global brand, and it has endured numerous market downturns with its tested business model. The firm's stability, which includes over six decades of raising its dividend and a share price that is half as volatile as the average market, appeals to a certain investor population.

Key Takeaways Starbucks has heavily invested in new leadership, pushing for a turnaround by hiring former Chipotle's CEO Brian Niccol. Niccol's plan simplifies the offering, reduces costs through operational efficiencies, and raises employee satisfaction.

Key Takeaways I expect JNJ to remain an established and mature market performer in a relatively stable sector. Some short-term company-related headwinds are cancelled out by long-term industry-related tailwinds Two main risks come from the talc-related litigation issue and patent expiration Most promising revenue growth opportunities are from cancer therapy drugs, with a TAM of $21.6b.