by Alexandre Deballe | Jul 18, 2025 | Investment Analysis
Introduction: Why Is Vor Biopharma Back on Investors’ Radars? Vor Biopharma, once considered an overlooked small-cap biotech, is making a noticeable comeback in 2025. Following a challenging period marked by clinical setbacks and internal restructuring, the company is...
by Alexandre Deballe | Jul 17, 2025 | Investment Analysis
Introduction: Why Zeta Is on Investors’ Radars In today’s market, it is rare to find a company that is delivering standout financial results while its stock price tells a completely different story. This is the exact situation with Zeta Global (ticker: ZETA),...
by Vishesha Dungarwal | Jul 17, 2025 | Investment Analysis
1. Introduction: A Sleeper Stock Hiding in Plain Sight In a market obsessed with AI, biotech, and large-cap safety, few investors stop to examine the microcap undercurrents. That’s where the overlooked gems live—and occasionally, the landmines. Hong Kong Pharma...
by Alexandre Deballe | Jul 16, 2025 | Investment Analysis
Introduction: Why Talk About Rapid7 Today? In an environment marked by a surge in cyberattacks—from increasingly sophisticated ransomware campaigns to emerging threats in cloud infrastructure and IoT networks—the cybersecurity landscape is undergoing rapid evolution....
by Alexandre Deballe | Jul 15, 2025 | Investment Analysis
Why Esker Matters Now: A New Digital Era in France As France stands on the brink of a major regulatory shift, a new digital era is about to unfold: starting September 1st, 2026, electronic invoicing will become mandatory for all large companies, followed by small and...
by Nikhil Kumar | Jul 13, 2025 | Investment Analysis
The Pentagon’s Golden Dome Boost Sends NYSE Defense Giants Flying The U.S. “One Big Beautiful Bill” (OBBB) has delivered a historic $150 billion funding surge to the defense sector—focusing heavily on advanced missile systems, cyberwarfare capabilities, and AI‑enabled...
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....
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...
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...
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...