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What on earth are 'Functional Sodas', and are they the way forward?
The company is at an inflection point. After years of flat revenue at around $91B , it faces mounting pressure from shifting consumer preferences, health trends, and affordability concerns.Read more
Micron Technology will experience a robust 16.5% revenue growth
I am NOT an expert. The only point I make is that all of the recent price targets published were PRIOR to the earnings announcements, many of which put a $300 price target, before the blowout earnings numbers were known.Read more
Amazon will rebound as AI investments start paying off by late 2026
Amazon (AMZN) enters 2026 materially misunderstood by the market. My valuation of $450 per share implies the stock is approximately 48% undervalued, not because Amazon is executing poorly, but because the market is mispricing intentional margin compression driven by some of the most strategically sound investments in the company’s history.Read more
Rising Fintech Rivalry Will Squeeze Margins Despite Digital Advances
Key Takeaways Mounting competition from fintechs and alternative finance options threatens CBA's customer base, pricing power, and legacy revenue streams. High operational costs and reliance on the property market heighten risks to earnings stability and limit future growth opportunities.Read more
