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Naura Technology Group: Buy this Chinese Tech Leader

On a muggy July morning, a ceremonial red ribbon fluttered outside Naura Technology Group’s newest plant on the outskirts of the capital. Inside, engineers in bunny suits nudge crated plasma‑etch tools toward waiting trucks bound for memory‑chip lines in Wuhan and Wuxi. The scene captures China’s

Align (ALGN) Technology’s Clear Path Hits a Rough Patch

Align Technology Inc., the maker of Invisalign clear aligners, stunned investors late Wednesday after it lowered its full-year outlook and unveiled a restructuring that includes layoffs and factory write-downs.

Owning the Market: The Business of Listed Stock Exchanges

When the house itself is on the market, investors can buy a toll‑booth that never sleeps.

How Novo Missed the GLP‑1/GIP Train

The Danish drugmaker built the modern market for obesity treatments—then let rival Eli Lilly steal the next big step.

The Generics Dilemma: When Cheap Becomes Costly

Why Western governments are rethinking rock‑bottom drug prices in a world no longer sure of its supply chains

The $100 Genome Meets the FDA Rulebook: DNA Sequencing’s Next Act Isn’t Just About Speed or Cost

The $100 genome is here, but growth stalls: regulation, reimbursement and China’s price war reshape a crowded sequencing market racing toward multi‑omics.

Markowitz’s Classic Formula Misses What Happens at the Tails

Markowitz’s mean‑variance framework made risk look simple: tally your average return, punish every wiggle the same, and call it a day. But real portfolios don’t wiggle symmetrically.

PBMs vs. Big Pharma: Let the fistfight begin

President Donald Trump has reopened the political and commercial shooting war between pharmacy‑benefit managers and the drug makers they help police, signing a string of executive orders designed to prise open one of America’s most opaque supply chains and deliver cheaper medicines to voters weary of triple‑digit

Demystifying the DCF-Model

The discounted‑cash‑flow model translates a company’s murky future into a single present‑day price tag by projecting free cash flows, discounting them for risk, and tacking on a terminal value for the years beyond.

Givaudan (GIVN): Buy this leader while it’s on sale

Givaudan rarely grabs headlines outside luxury and consumer-goods circles, yet its molecules sit behind everything from blockbuster perfumes to plant-based burgers.

Tiny Glass, Big Profits: Inside Hoya’s Hidden Semiconductor Empire

TOKYO—If you wear prescription spectacles, you may already be familiar with Hoya Corporation, the Japanese group whose free‑form lenses sit comfortably on millions of noses. But the real marvel of Hoya’s eighty‑four‑year run is not what happens in its optical shops; it is what happens

Novo Nordisk’s (NVO) Weight‑Loss Wobble

Investors who can stomach a few quarters of volatility should treat Novo’s recent stumbles as the sort of discount that doesn’t linger long in obesity’s gold rush.

Small Caps, Big Challenges

Small‑cap stocks tempt with big upside but test nerves. Descartes Systems Group shows how a niche, network‑driven moat can outpace giants, yet a single trade shock or leadership misstep can crater returns. Deep, ongoing diligence is mandatory.

Pepsi (PEP): This Consumer Staple Is About to Pop

Our stock of the month for July hiked dividends for 51 consecutive years straight.