by Roger Mckay | Dec 5, 2025 | Investment Analysis
AT&T regretted buying Warner Bros. Discovery is selling after three years. Is Netflix next? I spent this evening reading through the full Netflix and Warner Bros. Discovery transaction announcement , the deal terms, the collar mechanics, the board approvals, all...
by Nikhil Kumar | Sep 15, 2025 | Investment Analysis
Introduction: Oracle in the Spotlight Oracle Corporation (ORCL), traditionally known for its database software and enterprise solutions, has suddenly shot to the front rows of the AI/cloud race. The trigger: a $300 billion, five-year agreement to provide computing...
by Alexandre Deballe | Aug 27, 2025 | Investment Analysis
Company Snapshot Gogo Inc. is a leading global provider of broadband connectivity and wireless entertainment services for business aviation, military, and government markets. The company delivers multi-orbit, multi-band solutions built for all aircraft types,...
by Alexandre Deballe | Aug 26, 2025 | Investment Analysis
Introduction: Company Snapshot Innodata is a key player in AI-driven data engineering and digital transformation, serving as a critical enabler for leading technology and enterprise clients worldwide. The company specializes in delivering high-quality, annotated data...
by Nikhil Kumar | Aug 25, 2025 | Investment Analysis
What Happened? In mid-August 2025, the European Union confirmed its decision to impose higher tariffs on Chinese electric vehicles (EVs), citing unfair subsidies and concerns about market distortions. BYD, one of China’s largest EV manufacturers and a leading global...
by Alexandre Deballe | Aug 25, 2025 | Investment Analysis
Introduction Harrow (NASDAQ: HROW) is an innovative specialty pharmaceutical company focused on the U.S. eyecare market, particularly ophthalmic pharmaceuticals and compounded medications. The company has gained investor attention thanks to its strong growth...
