Here is a structured summary of the Nagarro investment narrative (Base Case) : Nagarro 5-Year Investment Narrative (Base Case) Company Overview: Nagarro SE is a German-headquartered digital engineering and IT consulting company specializing in cutting-edge technologies such as cloud transformation, artificial intelligence, and digital product development. It serves a global client base across various industries, including automotive, healthcare, finance, and manufacturing.Read more

Intermap Technologies is a Canadian company operating in the geospatial intelligence sector, specializing in high-resolution 3D mapping data and terrain analytics. The company has built one of the most comprehensive proprietary global elevation datasets and offers its solutions as both data products and recurring software-as-a-service (SaaS) tools.Read more

Publicis Groupe presents a compelling base case for medium-term investors, offering a well-balanced mix of defensive cash flow and exposure to structural growth trends in data, AI, and digital transformation. While historically viewed as a traditional advertising agency, Publicis has successfully repositioned itself over the past decade into a tech-enabled marketing and consulting powerhouse.Read more

Bandai Namco is well-positioned to deliver 6–8% compound annual revenue growth over the next five years, supported by its diversified entertainment portfolio and strategic focus on intellectual property (IP) monetization. The company’s growth engine is fueled primarily by its Games segment , which benefits from a robust pipeline of AAA titles and digital distribution channels.Read more

Verbio presents a compelling mid- to long-term investment case in the renewable energy and biofuels sector, benefiting from global decarbonization trends, favorable regulation, and its strong technological platform in advanced biofuels. The company's unique position in biomethane and biodiesel, combined with its integrated production and feedstock flexibility, allows it to scale efficiently.Read more

Exceptionally well-positioned Microsoft is exceptionally well-positioned to lead the enterprise software and cloud landscape in the age of artificial intelligence. With Azure (cloud infrastructure), Microsoft 365 (productivity), GitHub & Copilot (developer tools), Xbox & Activision (gaming), and Dynamics & LinkedIn, Microsoft offers a uniquely integrated and diversified product ecosystem.Read more

Pinterest has the potential to significantly grow both revenue and profitability over the next five years, driven by product innovation, improving monetization, and growing advertiser interest in high-intent audiences. Key catalysts include the deepening partnership with Amazon, the rollout of advanced ad tools and video formats, and international ARPU growth.Read more