by Alexandre Deballe | Jul 22, 2025 | Investment Analysis
Ticker : SL.MI (Sanlorenzo S.p.A.) – Bourse de MilanSecteur : Luxe – Construction navale haut de gammeCapitalisation boursière : ~€900MStock Price : €29.5 Introduction – Why Sanlorenzo Deserves Investor Attention Sanlorenzo is one of the best-kept secrets...
by Alexandre Deballe | Jul 21, 2025 | Investment Analysis
Ticker: $SRPTSector: Biotech – Gene TherapyMarket Cap: ~$4.7BPrice (July 2025): ~$14.08 Sarepta Therapeutics (SRPT): Gene Therapy Momentum Fueling Rerating? As of July 2025, Sarepta Therapeutics (NASDAQ: SRPT) is up approximately +25% year-to-date,...
by Nikhil Kumar | Jul 18, 2025 | Investment Analysis
Policy Shocks Domestic Grocery Sales As part of the “One Big Beautiful Bill,” the U.S. federal government has implemented a $9 billion reduction in SNAP (food assistance) funding. This change is expected to reduce discretionary spending among low-income households,...
by Nikhil Kumar | Jul 18, 2025 | Uncategorized
Tax Overlays Hit Tech Titans The newly endorsed 15% global minimum corporate tax regime (Pillar Two) is reshaping investor expectations across the tech sector. While designed to ensure large multinationals pay at least 15% tax on their international profits, the U.S....
by Nikhil Kumar | Jul 18, 2025 | Uncategorized
Luxury Hits a Wall in Asia Europe’s flagship luxury brands—LVMH and Kering—are showing cracks in what was once considered an inflation-proof, recession-resistant segment. The slowdown in China’s post-COVID rebound, combined with shifting consumer behavior, has led to...
