Rolls-Royce looks like a very different business than it was a few years ago: it’s making solid profits again, cleaning up its finances, and returning cash to shareholders. The big question is whether steady income from servicing jet engines and growing demand from data centres can outweigh the risk that recent profit levels cool off.Read more

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

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