Megatrend Detection
Saab Stock Soars: Reaching New Heights with Air Defense and Fighter Jets
Due to increasing geopolitical tensions, particularly from the Ukraine war and the strained relationship...
Latham Group: Rising Sales of Fiberglass Pools Drive Market Share Growth
As a specialist in swimming pools, Latham was a classic beneficiary of the Corona pandemic. During the...
Veolia: Focus on Sustainability Rewarded With Record Profit and new Investor
Governments and companies are increasingly embracing a circular economy where waste is reused as valuable...
Seneca Foods: Revenue Increase Despite Challenging Weather Conditions Leads to New All-Time High
Especially in economically uncertain times, many people turn to cost-effective and long-lasting products,...
MicroStrategy: 500,000 Bitcoins are not Enough - Planned Mega-Purchase Makes Investors Cheer
The stock of MicroStrategy (officially just Strategy since February 2025) is not for the faint-hearted....
Halozyme Therapeutics: Rapidly Rising Licensing Fees Make Halozyme a Biotech Top Pick
The stock of Halozyme was one of the first stocks I presented in this section on July 3, 2024. Shortly...
Airship AI: AI Stock Set to Double After 87 % Revenue Growth and Major Order
More and more companies and authorities require systems that can analyze large amounts of data in real...
Lifeway Foods: 21 Quarters of Growth – Kefir Specialist Benefits From the Probiotics Trend
Our gut is not only responsible for digestion but also has a direct impact on the brain and overall well-being....
Satellogic: High-Resolution Satellite Data Expected to Become Even More Popular Thanks to new US Headquarters
Many states are increasingly relying on satellite data to monitor borders, critical infrastructure, and...
OptimizeRx: Record Profit and the new CEO Boost the Medical Technology Stock
The aging population, rising healthcare costs, and technological innovations such as robotics and AI...
Clearway Energy: Now Even Republicans are Advocating for its Reason for Success
On July 30, 2024, I introduced Clearway in this section as a beneficiary of the Inflation Reduction Act...
V2X: Undervalued Beneficiary of the Global Security Situation With 55% Return Potential
Like many other security and defense companies in the USA, V2X had to endure a course correction following...
Huya: The Chinese Twitch is About to Become Profitable Thanks to High Margins
With the onset of the Corona pandemic, live streaming platforms like Twitch have gained enormous significance....
SAIC: the IT Service Provider for the Pentagon Impresses With Rising Profitability
Since the spin-off of Science Applications International Corporation (SAIC) at the end of 2013, the stock...
u-blox: the Swiss Semiconductor Specialist Defies Stock Market Crash Thanks to Strong Cash Flow
The unpredictable tariff policy of US President Donald Trump, especially since early March, has led to...
Galapagos: A Split Should Finally Lead the Company out of No Man's Land
Galapagos suffered a severe setback in August 2020 and has largely been off the radar since then. The...
Elbit Systems: German Defense Subsidiary Becomes a Crucial Growth Factor
Due to the necessary rearmament in Europe, the mega-trend of "Aerospace/Defense" is currently dominated...
Ormat: Exceeded Revenue Forecast Creates 40% Return Potential for Investors
Ormat continues its above-average company growth with strong figures for the entire year of 2024. I already...
SES: The Satellite Giant Doubles its Market Potential Through the Intelsat Acquisition
In August 2024, we presented the Space Innovators ETF in our stock magazine. One reason for the significant...
PSI Software: Beneficiary of the Comeback of Industry 4.0 Under Friedrich Merz
For Industry 4.0 in Germany, there is renewed hope. After the term, which stands for the digitization...
Bechtle: The Leading IT Service Provider in the Public Sector Massively Benefits From the Special Fund
On Wednesday, my colleague Jörg Meyer named Bechtle AG as one of the ten largest beneficiaries of the...
Exelixis: Following a 170% Profit Increase, Groundbreaking Study Results in Cancer Therapy are Published
With nearly 10 million deaths per year, cancer is one of the leading causes of death overall. Therefore,...
BAE Systems: Likely the Biggest Beneficiary of European Rearmament
Trump's recent remarks towards Ukrainian President Zelensky and his fundamentally critical stance on...