by Alexandre Deballe | Aug 12, 2025 | Investment Analysis
Introduction Tidewater Inc. stands as the world’s largest operator of offshore service vessels (OSVs), playing a pivotal role in the global energy sector by supporting offshore oil and gas exploration and production projects across nearly every major deepwater basin....
by Alexandre Deballe | Aug 8, 2025 | Investment Analysis
Introduction & Hook – Renew Holdings plc Renew Holdings plc is a UK-based engineering services group that delivers critical maintenance, renewal, and engineering support for the nation’s most essential infrastructure. Unlike speculative construction...
by Alexandre Deballe | Aug 7, 2025 | Investment Analysis
Ticker: BOW (NYSE) Headquarters: New York, NY Market Cap : $1.05B Price : $32.10 Introduction – Why Bowhead Deserves a Look In a world marked by rising global tensions and renewed great-power competition, defense priorities are rapidly evolving. Nations are ramping up...
by Alexandre Deballe | Aug 6, 2025 | Investment Analysis
Introduction – Poland’s Hidden ESG Compounder Mo‑Bruk has delivered 20% revenue growth in 2024, while simultaneously expanding EBITDA and overall profitability thanks to comprehensive modernization and efficiency investments. Yet, despite these standout operational...
by Alexandre Deballe | Aug 5, 2025 | Investment Analysis
Ticker: OUST Exchange: NYSE Sector: Advanced Sensors / Mobility Tech Price : $24 Market Cap : $1.31B Introduction: A Physical AI Stock Breaking Out Ouster isn’t just another LiDAR hardware maker—it’s evolving into a software-anchored LiDAR powerhouse. Powered by its...
by Alexandre Deballe | Aug 4, 2025 | Investment Analysis
Company Overview Ticker: LMND Exchange: NYSE Sector: Fintech / Insurtech Market Cap : $2.7B Price : $36.96 Intro – A Disruptor Under Scrutiny Lemonade has always been a Wall Street wildcard. In 2025, it’s turning heads again—posting breakout growth and...
