Meet Investor AB In a financial world often rocked by inflation, geopolitical shocks, and rapidly changing technology, few companies offer the kind of steady hand that Investor AB does. As Sweden’s largest investment company and a key part of the Wallenberg sphere , Investor AB has shown an unmatched ability to weather economic turbulence – not just for a few years, but for over a century.Read more

PVA TePla has been hit hard by a slump in chips tied to electric vehicles and clean energy, but it’s betting on a rebound with a new factory and a plan to grow much bigger over the next few years. If demand for its chip-making and materials equipment turns up again—especially around silicon carbide—this could look very different, though a slow recovery remains the big catch.Read more

FreightCar America is coming out of a risky multi-year move to Mexico with a bigger, lower-cost factory that’s now running and starting to simplify its finances. If it keeps taking share in a market that still needs steady railcar replacements, today’s downbeat sentiment could be missing what’s changed.Read more

Rio Tinto is betting that new mines and a bigger mix of copper, aluminum, and lithium can help it cope if iron ore stays weak. That shift could steady the business, but it also brings lower profit per sale and new exposure to trade tariffs and China demand.Read more

March Madness is here, or so they say on the basketball courts. But Marchs madness is slowly moving off to more than just the courts.Read more

If European NATO members would raise their military spending to ~3% of their GDP, this would mean a combined yearly spending of over 500b€. Rheinmetall management assumed on 12th March 2025 that 20% to 25% of the entire military spending could be spent with Rheinmetall.Read more

Executive Summary Barrick Mining Corp (“Barrick” or “B”) delivered a robust operational and financial performance in Q3 2025, driven by higher gold production, improved cost metrics, and strategic capital allocation. Revenue rose 23% YoY to $4.15 billion, while operating income increased 95% YoY to $2.03 billion, reflecting strong operational leverage and disciplined cost management.Read more

Whitecap could benefit even if cross-border politics get noisy, because Canadian oil remains hard for the U.S. Midwest to replace and new pipeline capacity opens more export options. Add in a steady monthly dividend and plans to grow output, but keep an eye on oil price swings and election-driven trade surprises.Read more

Atlassian is pushing deeper into big-company customers while rolling out new built-in AI helpers, and the shift from installed software to cloud subscriptions could make its tools harder to replace over time. The catch is that rivals from Microsoft to newer work apps are racing with similar features, so the payoff depends on Atlassian executing well and not getting squeezed on pricing.Read more