by Alexandre Deballe | Aug 19, 2025 | Investment Analysis
Introduction Sidetrade is a Paris-based global technology leader revolutionizing how businesses manage cash flow and accounts receivable. At the core of its offering is an AI-powered Order-to-Cash SaaS platform that uses advanced analytics and machine learning to help...
by Alexandre Deballe | Aug 18, 2025 | Investment Analysis
Introduction Who is Waga Energy?Waga Energy is a pioneering French cleantech company founded in 2015, dedicated to addressing climate and energy challenges through innovation. Their core business is the transformation of landfill gas—a potent greenhouse...
by Vishesha Dungarwal | Aug 16, 2025 | Investment Analysis
Introduction – Why Orix Is Suddenly in the Spotlight If you stop someone on Wall Street and ask them to name a Japanese stock, you’ll probably hear the usual suspects: Toyota for cars, Sony for electronics, Nintendo for gaming. But behind the scenes, another Japanese...
by Vishesha Dungarwal | Aug 16, 2025 | Investment Analysis
Costco Beyond the Bulk Carts When people think of Costco, they picture giant warehouses stacked with everything from industrial-sized peanut butter jars to discounted Apple products. But behind the endless aisles and $1.50 hot dogs lies one of the most fascinating...
by Nikhil Kumar | Aug 14, 2025 | Investment Analysis
Navigating a Mixed Macro Tape Over the past two weeks, Europe’s equity markets have juggled contrasting signals — robust earnings from major insurers versus a deeper-than-expected industrial contraction. The STOXX 600 hit a two-week high on financial sector strength,...
by Nikhil Kumar | Aug 14, 2025 | Investment Analysis
Executive Summary As of August 14, 2025, the EU and U.S. agreed to a 15% tariff on autos and auto parts, easing worst-case scenarios but still weighing on profitability. Volkswagen (VOW) expects a €1.3 bn drag in H1 and has guided FY operating margin to 4–5%. 2....
by Alexandre Deballe | Aug 13, 2025 | Investment Analysis
AbCellera: Pioneering the Future of Antibody Discovery How this biotech innovator is accelerating drug development through AI and cutting-edge antibody platforms. AbCellera Biologics is breaking new ground in the biotech space by harnessing artificial intelligence and...
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...
