On Holding: Crossing borders in footwear and apparel
- On Holding $ONONisa Swiss manufacturer of sports footwear and apparel with innovative patented CloudTec cushions.
- Withsupport from athletes such as Nicola Spirig and Roger Federer,$ONONDhas established itself in the Swiss market and is now expanding into the US and China.
- The company's revenue is up 47% and adjusted EBITDA... Read more
I see the company hasn't been in business very long. Looks very interesting, though. From what I've been looking at the projections for further growth, the company could really get to multiples of current values in the next few years. Great discovery!
1. Products and services: Rubrik specializes in cybersecurity, providing secure data to enterprise customers in cloud applications and software as a service (SaaS). Its services are based on machine learning (ML) capabilities, enabling it to effectively understand data threats and provide comprehensive cyber recovery solutions.
GitLab Inc. and the integration of AI into the company's platform
1. Business Model and Platform: GitLab Inc. $GTLB is focused on providing a platform for DevOps and has recently expanded its portfolio to include an open-source platform for DevSecOps. This platform is supported by a "freemium" business model that provides basic services for free and offers advanced features and... Read more
1. Business and Scope: Coterra Energy specializes in oil and gas exploration and production, with a primary focus on Texas' Permian Basin, Oklahoma's Anadarko Basin, and Appalachia's Marcellus Shale. This geographic diversification allows the company to diversify its resources and increases its resilience to regional influences.
Morgan Stanley $MSis a major player in the investment banking and wealth management industry.
1. Decline in investment banking revenuesA: The company's investment banking revenue has declined 55% in two years. This decline was partially offset by strong wealth management activities.
2. Return to growth: Although merger and acquisition (M&A) transaction... Read more
2. Integrated physical infrastructure:$CPNG has an extensive network of physical infrastructure that enables efficient distribution of goods and a wide selection of products at lower prices.
3. Leveraging cutting-edge technology.
4. Growth and expansion: The recent acquisition of online luxury goods... Read more
BrightSpring Health Services, Inc. A new player in the field of health innovation
- BrightSpring Health Services, Inc. $BTSG A new player in the healthcare field, offering an innovative approach to health promotion through a combination of home and community-based providers and pharmacy solutions.
- The company fills more than 30 million prescriptions annually and has contracts... Read more
-Precision Cancer Treatment:Accuray $ARAY specializes in the development of medical devices such as CyberKnife and Radixact that deliver precise doses of radiation to treat cancer with the utmost precision.
-International development: with more than 1,000 system installations in 60 countries, Accuray $ARAY has consolidated its position in the... Read more
This is positive news and nice results. A company I once had for a while, took some profit there on that first growth, but then pulled back, it seemed very volatile to me, the way it moved around a lot at the beginning of the AI boom. How do you see it today? 😊
I see the company hasn't been in business very long. Looks very interesting, though. From what I've been looking at the projections for further growth, the company could really get to multiples of current values in the next few years. Great discovery!