Investment manager, forged by many market cycles. Learned a lasting lesson: real wealth comes from owning businesses with enduring competitive advantages. At Qmoat.com I share my ideas.
Nordic CRM maker Lime Technologies pairs steady 20% growth with strong cash flow. Its our Stock of the Month.
Agilent’s lab tools franchise rests on regulatory trust and costly recertification, but its new CDMO arm in genetic medicines offers investors a kicker.
A management change can trigger a “kitchen sink” quarter—when every loss is booked at once. Investors must watch for real resets vs. excuses.
ASML’s High-NA EUV is real but late: expect risk runs in 2027 and a revenue ramp through 2028–29, as Intel leads and memory pilots broaden globally.
Quality stocks compound: high ROIC funds reinvestment; strong balance sheets avoid dilution; stable earnings lower risk and keep the flywheel turning.
Synopsys stunned Wall Street with a weak forecast, hurt by a major customer pullback. Can the chip design giant engineer a comeback?
Intel is trying to rebuild the plane in mid-air. Since March, when longtime chip executive Lip-Bu Tan took the helm, the company has been in a rolling reset—reshuffling top jobs, rethinking how much to spend on its next manufacturing node, and striking an extraordinary pact with Washington that could
At a Baird investor event, Alcon CEO David Endicott framed the next 24–36 months as “dynamic” but messy: seven launches in flight, five acquisitions in ~18 months, and a full-fleet refresh anchored by the new Unity platform. The company intends to replace its ~30,000 installed cataract/refractive systems
Advanced Energy Industries (NASDAQ: AEIS), a global leader in precision power conversion, measurement, and control solutions, is a foundational piece of the technology supply chain.
Broadcom is the quiet power behind the AI boom. While GPU makers grab the headlines, Broadcom supplies the plumbing—custom accelerators for hyperscalers and the high-speed networking chips that knit thousands of processors into one AI supercomputer.
The race to master Gate-All-Around technology marks the semiconductor industry's entry into a new era of atomic-scale manufacturing.
Roche rarely dominates headlines like the GLP‑1 frontrunners, yet the Swiss pharma-and-diagnostics giant is quietly rewriting its growth story.
Showing 12 of 96 total posts
Stay up to date with curated collection of our top stories.
