Megatrend Detection
Sally Beauty: Four Consecutive Quarters of Rising Margins – Cost-Saving Program Aims to Bring a Turning Point
The Fuel for Growth program introduced in 2024 could finally represent a turning point for the retailer...
Avio: From Unassuming Supplier to key Player in European Space
Most readers are likely familiar with Leonardo (market capitalization €26.8 billion) at least since...
Tempus AI: From Misunderstood IPO Rookie to Hidden AI Champion in the Healthcare Sector
The stock of Tempus AI is increasingly becoming a success story. The company has been publicly traded...
Monolithic Power Systems: From Pure Chip Specialist to AI Winner with Record Revenue
The megatrend "Semiconductor / Networking Technologies" is a supplier of success stories. On March 14,...
First Solar: U.S. Policy Strengthens Industry Leader – Profit Increase of 63%
The solar industry breathes a sigh of relief. On Friday, August 15, the U.S. Department of the Treasury...
Genius Sports: AI Data and Exclusive Rights Turn the Company Into a Highflyer in the Billion-Dollar Sports Betting Market
Sports betting continues to boom. In 2024, legal sports betting in the USA was estimated to reach a revenue...
I3 Verticals: Fintech Solutions for Government as a Recipe for Success for 20% Revenue Growth per Year
Online payment platforms, mobile banking apps, or automated loan approvals are making the financial sector...
EnerSys: Battery Megatrend, Strong Quarter and Share Buyback Fuel Price Potential
The megatrend "battery technology" gained momentum again in 2024, partly due to drastically fallen prices....
Blue Bird: Stricter Environmental Regulations Boost the Green School bus Revolution in the USA
The shift from conventional diesel engines to alternative drives is progressing increasingly faster in...
Westwing Group: Focused Product Range Increases Efficiency – 30% More Sales per Order
Westwing's stock was considered unattractive to investors for about three years. After a rapid price...
Cloudflare: Protection Against AI Crawlers Excites Customers – Revenue Surpasses $2 Billion for the First Time
The rapid advancement of AI brings not only new opportunities but also significantly greater dangers...
Western Digital: Storage Revolution for the AI era - 51% Revenue Jump
The rapid growth in the cloud and AI market is also opening up enormous opportunities for other technology...
United Natural Foods: The Leading Organic Wholesaler Impresses With Strong Figures Despite Cyberattack
The North American market for organic, natural, and specialty foods is growing rapidly. This trend is...
Allegion: On a Growth Path in the Smart Building Market With Digital Access Solutions
The smart building trend is driving the development of intelligent, digitally connected buildings that...
Credo Technology: High-Speed Solutions as a Key Factor in the AI Revolution
The multitude of technological megatrends, such as the expansion of 5G networks, the increasing interconnectedness...
Autoliv: New Safety Standard for Modern Vehicles Offers 16% Price Potential for investors
The stock of Autoliv has been in a long-term upward trend since 2002, despite various setbacks, rising...
Paymentus: FinTech Winner With Impressive Growth Trajectory Since the Digitization Wave
The FinTech trend is fundamentally changing how people manage money. Payments are becoming more digital,...
Frequency Electronics: Back on Growth Track Thanks to GPS Alternative and Profit Explosion
As an important partner of the US government, the stock of Frequency Electronics (FEI) has suffered significantly...
Hornbach Holding: Coalition Agreement Ignites New Growth Opportunities through Construction Turbo
Hornbach is an exciting German quality stock, as we also reported in the issue of the "Nebenwerte Investor"...
Zalando: Increasing Already High Profitability Through Restructuring and Account Suspensions
Zalando has recently been in the spotlight primarily due to its acquisition of About You, which is set...
Addus HomeCare: Protection of Care by Trump Provides Analysts With 50% Price Potential
The population in the USA is aging rapidly. While the share of people aged 65 or older was 12.2% in the...
Stoneco: Brazil's Fintech Pioneer Defies Economic Challenges and Customs Chaos
In many South American countries, a significant shift has taken place in recent years. Millions of people...
PriceSmart: Digitization Pays Off - Profit and Dividend Increase Significantly
It doesn't always have to be the classic online retailers that benefit the most from the e-commerce trend....