David Boulder

Cheap shares of energy companies with growth potential

The energy sector presents several attractive investment opportunities, both in renewables and traditional fossil fuels.

AES Corporation $AES

- Forward P/E: 6,6

- Expected earnings growth: 56 %

- Key opportunities:

- Strong potential in the area Renewable energy.

- Growing demand for energy in data centres due to the boom in ...
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Disney's expansion in the cruise ship segment: Potential to double revenue by 2027

Company The Walt Disney Company $DIS plans to significantly expand its cruise fleet and double revenue from this segment by 2027. Cruises are becoming a key part of the company's growth strategy, with the goal of competing with flagship segments such as ESPN.

Key expansion points:

1. Rapid fleet...
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MicroStrategy: Bet on bitcoin brings historic gains

Company MicroStrategy Inc. has become an icon of linking corporate strategy with cryptocurrencies. With an aggressive focus on bitcoin as a key reserve asset, its stock has seen dramatic growth this year, underscoring the potential of this bold strategy.

Key points:

1. Stock Growth: Shares of MicroStrategy $MSTR are up 745% year...
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👏 Mmcité $MMCTE.PR has won the first prize in the Rising Star category of the Small and Mid-cap Awards, organised by the European Commission and European Issuers in cooperation with the European Federation of Exchanges (FESE).

Each year, small and mid-sized companies are nominated in four separate categories, which include International Star, Rising Star, Star of Innovation and...
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Ondřej Benáček is one of the best private equity managers in the Czech Republic. His fund invests mainly in industrial companies in the Czech Republic and Central Europe. What advantage does he see in this region?

Madrigal Pharmaceuticals: a leader in MASH treatment with significant growth potential

Madrigal Pharmaceuticals $MDGL entered 2024 with significant success when it launched its first approved drug, Rezdiffra, for the treatment of metabolic steatohepatitis (MASH). This unique drug helps patients with moderate to advanced liver fibrosis, giving Madrigal a privileged position in a...
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Zions Bancorp: Steady growth with attractive valuation

Company Zions Bancorporation $ZION this year has seen 16% growth and trades for eleven times earningswhich is well below the average multiple of the S&P 500. This indicator suggests that the stock is undervalued, especially relative to its average multiple, which has been two-thirds of the market valuation over the past...
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Shares of Air Products & Chemicals jumped 9.1% on speculation of interest from activist investor Mantle Ridge

Air Products & Chemicals shares rise sharply

Shares of Air Products & Chemicals $APD jumped 9.1% to $311.47, one of the biggest one-day increases in four years, according to Dow Jones Market Data. The rise was sparked by speculation of interest from activist investor...
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Intuitive Machines shares rise sharply after announcement of mega-contract with NASA

Intuitive Machines history and achievements to date

Intuitive Machines has quickly become a major player in the space technology industry, primarily due to its success in lunar missions. A key moment this year was the success of the Odysseus lander, which autonomously landed on the moon, marking...
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SLB: Innovation and growth potential despite stagnant shares

Company $SLBwhich once dominated the oil services market and was the fifth largest company in the world, continues to maintain a strong position in the industry today, even though its stock remains stagnant. SLB, which still operates in more than 100 countries and provides key expertise in evaluating energy reservoirs,...
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Colt CZ Group increased revenues, but profit fell by 41.7 percent year-on-year

Holding Colt CZ Group SE (Colt CZ) $CZG.PR published its results for the first half of this year. The company's revenue rose to CZK 9.69 billion, up 41.2 percent year-on-year. The growth was driven by increased sales in the second quarter and the consolidation of the acquisition of Sellier & Bellot, a...
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Sherwin-Williams on the road to further growth: gaining more market share with new opportunities

Sherwin-Williams $SHW, a global leader in the manufacture, distribution and sale of coatings, expects to increase its sales by more than 4% next year, bringing its total revenue to approximately $24.3 billion. This growth is being driven primarily by expansion in the US market, where...
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Financial results and growth of SoFi Technologies

Despite strong first and second quarter financial results, SoFi Technologies $SOFIstock remains undervalued, presenting an opportunity for investors looking for growth potential. The company, which focuses on providing a wide range of financial services, has seen significant growth in membership and revenue.

Record revenue and...
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E.l.f. Beauty (ELF) - Rapid growth and global expansion

1. Rapid brand growth:

- Strong stock growth: $ELF Beauty shares have risen 424% over the past three years, demonstrating the brand's tremendous success in the market.

- Innovation and Marketing.

2. Revenue and market share growth:

- 50% Revenue Growth: In the last quarter, the company's revenue grew 50% year-on-year.

...
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Dutch Bros - Growth potential and challenges

1. Rapid expansion:

- Dutch Bros $BROS: A fast growing beverage chain since 1992.

- Expansion: almost doubling the number of stores to 912 since IPO in 2021.

2. Revenue growth:

- Total sales: average quarterly growth of 30% since 2021.

- Same stores: Year-over-year sales growth of 4% in the second quarter of 2024.

3. Challenges:

...
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