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...
by Alexandre Deballe | Aug 20, 2025 | Investment Analysis
Introduction Infotel is a leading French IT company combining digital transformation services with enterprise software solutions. Serving finance, insurance, industry, and government sectors, it offers strategic IT consulting and proprietary platforms for data...
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....
