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A company I wrote off that quietly turned itself around
A few years ago I thought Rolls-Royce was a mess. Today it's making real money again, paying down its problems, and handing cash back to shareholders.Read more
Riding the AI memory boom
Samsung operates as a two-engine business made up of consumer devices such as phones, TVs, and appliances, and semiconductors, especially memory chips. Today, the investment case is mainly driven by the semiconductor segment.Read more
ESPN’s NFL Power Play: How Disney’s Sports Engine Could Drive the Next Leg of Stock Growth
Disney’s sports business could become a much bigger deal as ESPN shifts from traditional TV to streaming and leans on a deeper relationship with the NFL. With streaming no longer dragging results and the parks business still throwing off cash, the story hinges on whether sports, hit movies, and new experiences can keep momentum going—and whether rising sports costs get in the way.Read more