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The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...

Tiger Brands Limited's ( JSE:TBS ) dividend will be increasing from last year's payment of the same period to ZAR39.39...

Key Insights Magyar Telekom Távközlési Nyilvánosan Müködö Részvénytársaság's estimated fair value is Ft3,122 based on 2...

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...

If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...

For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...

Fortescue (ASX:FMG) is back in focus after its push into copper, rare earths and lithium, alongside an outlook for iron ore prices that supports profitability and highlights its low debt, dividend yield and recent share performance. See our latest analysis for Fortescue. Recent moves in copper, rare earths and lithium sit alongside firm iron ore pricing at A$22.84 per share today, with a 90 day share price return of 18.96% and a 1 year total shareholder return of 40.56% suggesting momentum...

Apollo Global Management recently led a US$1.20 billion convertible perpetual preferred equity financing for QXO, Inc., providing capital to pursue acquisition opportunities through mid-2026 and potentially beyond. This transaction highlights Apollo’s role as a key capital provider in large, acquisition-focused financings, reinforcing its presence in complex private-market deal structures. We’ll now examine how Apollo’s lead role in QXO’s US$1.20 billion financing might influence its broader...

Hydrogen megaprojects put Air Products and Chemicals (APD) in focus Recent hydrogen megaproject announcements, including Air Products and Chemicals (APD) work on the Louisiana Clean Energy Complex and Saudi Arabia’s NEOM Green Hydrogen Project, have put the stock back on many investors’ radar. See our latest analysis for Air Products and Chemicals. Those hydrogen announcements have arrived during a mixed period for investors, with the share price at $258.36 and a year to date share price...

In 2025, GoDaddy stepped up its AI push with products like Airo.ai and enhanced WordPress tools, while also approving a US$900 million share repurchase program following solid but slightly below-expectation earnings and cautious guidance. This combination of heavy AI investment and large buybacks highlights management’s confidence in the business model even as some investors question the earnings outlook. Next, we’ll examine how GoDaddy’s sizable new share repurchase plan reshapes the...

Teradata stock: recent performance snapshot Teradata (TDC) has quietly posted a 4.1% gain over the past month and a 40.2% move in the past 3 months, drawing fresh attention to its US$31.09 share price and underlying fundamentals. See our latest analysis for Teradata. That recent 40.2% 3 month share price return comes after a much flatter picture over longer periods, with a 1 year total shareholder return of 0.6% decline and a 3 year total shareholder return of 5.8% decline. This suggests...

Evercore ISI Group recently upgraded iRhythm Technologies (IRTC) to an Outperform rating, a shift that has drawn fresh attention to the stock and its potential role in cardiac monitoring exposure. See our latest analysis for iRhythm Technologies. The Evercore ISI upgrade comes after a period where iRhythm’s share price has been relatively steady in the shorter term, with a 30 day share price return of 3.71%, while the 1 year total shareholder return of 104.24% points to strong momentum that...

Sterling Infrastructure (STRL) is back in focus after its E-Infrastructure Solutions segment reported 125% year-over-year data center revenue growth in Q3 2025 and closed the CEC acquisition, which expanded its electrical capabilities. See our latest analysis for Sterling Infrastructure. Those data center gains and the CEC deal come as the share price has eased in the short term, with a 90 day share price return showing a 13.51% decline, while the 1 year total shareholder return of 89.40% and...

On 6 January 2026, TPG Inc. and Jackson Financial Inc. announced a long‑term investment management partnership under which TPG will manage at least US$12.00 billion of Jackson assets, targeting US$20.00 billion, alongside a US$500.00 million minority equity investment in Jackson and US$150.00 million of TPG stock issued to Jackson. The cross‑equity structure and large credit mandate deepen TPG’s insurance footprint, reinforcing its push into asset‑light fee income from investment‑grade...

Recent commentary has cast Fletcher Building as an underappreciated New Zealand construction and building products group, highlighting its diversified exposure to housing, infrastructure and broader construction cycles after a period of operational challenges. The emerging view that improved execution and a more supportive macro backdrop could mark a turning point is drawing attention to Fletcher Building’s potential as a sleeper play in its local markets. We’ll now examine how this emerging...

In late 2025, Intellia Therapeutics paused dosing and enrollment in its late-stage MAGNITUDE trials for nexiguran ziclumeran after a patient death from severe liver-related side effects led the FDA to place the program on clinical hold, prompting the company to suspend milestone guidance while it works with regulators on a path forward. This setback directly affects Intellia’s leading in vivo CRISPR program and raises fresh questions about liver safety risks across its broader gene-editing...

In its most recent reported quarter, Mercury Systems posted year-over-year revenue growth of 10.2%, with backlog, adjusted EBITDA, and free cash flow all improving and results coming in ahead of analyst expectations. The company also achieved the biggest analyst estimates beat among defense contractors, helped by accelerated deliveries on several high-priority customer programs, highlighting the impact of execution on its financial performance. Next, we’ll explore how this strong estimates...

Amprius Technologies (AMPX) is back on investor radars after receiving a CES 2026 Innovation Award for its 520 Wh/kg silicon anode battery and showcasing a Nokia drone powered by its high energy density cells. See our latest analysis for Amprius Technologies. Those CES 2026 headlines arrive after a mixed stretch for the stock, with a 7 day share price return of 17.37% following a 30 day share price decline of 24.55%. The 1 year total shareholder return of 159.60% points to strong longer term...

Why the new ETFs and fusion talks matter for DJT Trump Media & Technology Group (DJT) has moved beyond social media headlines with two attention grabbing steps: launching five America first themed Truth Social ETFs and entering discussions around potential fusion power plant sites. For you as a shareholder or watcher of DJT, these moves raise clear questions: how much diversification they really add to a tiny revenue base, what risks they introduce, and whether the recent share price recovery...

In recent months, OSI Systems has secured new contracts for baggage and cargo inspection systems, reinforcing its security and aviation businesses and adding to its recurring revenue base and backlog. This contract momentum underpins the company’s role in multiyear upgrade programs for aviation security and critical infrastructure, which are central to its long-term business mix. We’ll now examine how these fresh security contract wins and stronger recurring revenue streams may shape OSI...

Watsco (WSO) has been drawing attention after a period of mixed share performance, with the stock showing gains over the month but a negative total return across the past 3 months and year. See our latest analysis for Watsco. At a share price of $357.19, Watsco’s recent 7 day share price return of 4.1% contrasts with a 90 day share price decline of 9.9%, while the 5 year total shareholder return of 71.3% reflects a stronger longer term picture. If Watsco’s recent moves have you reviewing your...

Enovis (ENOV) has created a new Chief Administrative Officer role and appointed former McKinsey senior partner Oliver Engert, in a leadership move aimed at sharpening strategy, efficiency and capital discipline after recent operational challenges. See our latest analysis for Enovis. At a share price of US$27.92, Enovis has seen a 3.3% 1 day and 3.3% 30 day share price return, but its 1 year total shareholder return of 37.6% and 5 year total shareholder return of 60.0% decline suggest momentum...

In recent days, Thermo Fisher Scientific drew attention as investors looked ahead to its now‑completed fourth‑quarter and full‑year 2025 results and progress on the planned multibillion‑dollar acquisition of clinical‑trial services firm Clario. The focus on upcoming earnings, organic revenue trends, and margin commentary highlighted how closely the market is tracking Thermo Fisher’s core profitability and outlook for pharma and biotech demand. With investors scrutinizing management’s margin...

If you are wondering whether Target's share price reflects what the business is worth, or if the market is mispricing it right now, this article walks through the key clues in plain English. Over the last week the stock returned 7.1%, with a 13.1% return over 30 days and 3.8% year to date, even though the 1 year and 5 year returns sit at a 21.8% decline and a 39.8% decline. Recent attention on Target has focused on how its long term share price record, including a 25.8% decline over 3 years,...