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 Nikhil Kumar | Aug 25, 2025 | Uncategorized
Introduction: Adyen in the Spotlight Adyen (ADYEN.AS), the Amsterdam-listed payments processor, has been one of Europe’s most closely watched fintech companies. Known for its high-margin business model and strong relationships with merchants like Uber, Spotify, and...
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...
by Vishesha Dungarwal | Aug 22, 2025 | Investment Analysis
“Eyes in the Sky, Profits on the Battlefield” If you thought wars were still fought only with boots on the ground and tanks rolling across borders, think again. The 21st century battlefield has shifted far beyond trenches and artillery — it now extends thousands of...
by Alexandre Deballe | Aug 22, 2025 | Investment Analysis
Lantheus Holdings (LNTH) – Introduction Lantheus Holdings is a leading innovator in diagnostic and therapeutic imaging, with a strong focus on oncology and cardiovascular care. The company is best known for its flagship product Pylarify, a cutting-edge...
by Alexandre Deballe | Aug 21, 2025 | Investment Analysis
Introduction Groupe Guillin is a leading French provider of thermoformed plastic packaging solutions, serving the food processing, catering, and retail sectors across Europe. Renowned for its specialized, innovative packaging products, the group is a vital supplier to...
by Vishesha Dungarwal | Aug 21, 2025 | Investment Analysis
Introduction When you think about the security industry, most people imagine CCTV cameras or alarms. But there’s a quieter giant that quite literally controls the doors we walk through every day; Allegion plc. From the locks on your front door to high-tech access...
