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Private Equity’s Political Jackpot The Carried Interest Loophole Lives On

Private Equity’s Political Jackpot The Carried Interest Loophole Lives On

by Nikhil Kumar | Jul 13, 2025 | Uncategorized

Why KKR & Apollo Just Got a Multi-Billion Dollar Tailwind In a stunning yet under-reported outcome of the “One Big Beautiful Bill” (OBBB), U.S. lawmakers have preserved the controversial carried interest loophole, delivering a windfall to private equity giants....
Eutelsat and OneWeb: Europe’s Bet in the Satellite Internet Race

Eutelsat and OneWeb: Europe’s Bet in the Satellite Internet Race

by Alexandre Deballe | Jul 11, 2025 | Investment Analysis

Why Eutelsat Matters Now: The Birth of a Sovereign Giant To begin, it is essential to understand one thing: Eutelsat is no longer the television satellite operator that many used to know. The company recently completed a radical transformation that now places it at...
Is Gogo Inc (NASDAQ: GOGO) Flying Too High to Land Safely?

Is Gogo Inc (NASDAQ: GOGO) Flying Too High to Land Safely?

by Vishesha Dungarwal | Jul 10, 2025 | Investment Analysis

Wi-Fi at 35,000 Feet: Gogo’s Sky-High Bet Imagine boarding your next flight, plugging in your laptop, and seamlessly continuing your work, binge-watching Netflix, or even trading stocks mid-air. In 2025, this isn’t just a luxury—it’s fast becoming an expectation. At...
Bitcoin Hits New ATH: What’s Next for the Crypto Market?

Bitcoin Hits New ATH: What’s Next for the Crypto Market?

by Alexandre Deballe | Jul 10, 2025 | Investment Analysis

Introduction: The Return of the Crypto King? To understand the current excitement in the financial markets, one must turn to the king of crypto-assets: Bitcoin. While its history is made up of spectacular cycles, the one we are experiencing in 2025 feels different and...
Tilray Stock (TLRY): A “Falling Knife” Analysis

Tilray Stock (TLRY): A “Falling Knife” Analysis

by Alexandre Deballe | Jul 9, 2025 | Investment Analysis

The Market Analysis: The US Cannabis Industry’s Tricky Landscape To understand the challenges facing cannabis companies, we first need to look at their biggest market: the United States. On the surface, the US cannabis market looks like a massive opportunity. In...
(NYSE: CCJ) Cameco: Uranium’s Role in Global Energy Shift

(NYSE: CCJ) Cameco: Uranium’s Role in Global Energy Shift

by Vishesha Dungarwal | Jul 8, 2025 | Investment Analysis

The Quiet Rise of Uranium In the noise of tech IPOs, AI hype cycles, and crypto chaos, one ancient element has been quietly mounting an explosive comeback: uranium. Once vilified after disasters like Fukushima and Chernobyl, uranium is now making its way back into the...
Exosens: A Top Stock for Europe’s Defense Boom?

Exosens: A Top Stock for Europe’s Defense Boom?

by Alexandre Deballe | Jul 8, 2025 | Uncategorized

The World Today: A New Era of Global Tension To understand today’s investment opportunities, it is first essential to look at what is happening in the world. Right now, we are living through a period of historic geopolitical tension. Indeed, the number of active...
MMYT Stock: Is MakeMyTrip Worth the Turbulent Ride?

MMYT Stock: Is MakeMyTrip Worth the Turbulent Ride?

by Vishesha Dungarwal | Jul 8, 2025 | Investment Analysis

More Than Just a Travel App If you’ve booked a vacation in India, there’s a good chance it began with MakeMyTrip Ltd. But this stock isn’t just riding on sunny beaches and hotel discounts. It’s navigating a world of complex risks — from geopolitical tensions, oil...
ONE EXPERIENCE: A Real Estate Blockchain Play

ONE EXPERIENCE: A Real Estate Blockchain Play

by Alexandre Deballe | Jul 7, 2025 | Uncategorized

Company: ONE EXPERIENCE Industry: Real Estate & Technology Ticker: ALEXP (Euronext Growth Paris) Sub-Industry: Hospitality, Co-Living, Blockchain Tokenization Introduction: Finding Stability in an Uncertain Market This ONE EXPERIENCE stock analysis comes at a very...
SORA: This Tiny Watch Firm Wants to Be Asia’s MicroStrategy

SORA: This Tiny Watch Firm Wants to Be Asia’s MicroStrategy

by Vishesha Dungarwal | Jul 7, 2025 | Investment Analysis

The Starting Point: A Watch Company Before SORA became a name linked to digital assets and Bitcoin strategies, it started with something much more traditional—luxury watches. The Origins The company was originally known as Top Win International Ltd, founded in 2001 in...
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