HIMS accelerates its global push with the ZAVA acquisition and a planned Canada launch targeting affordable obesity care.
BigBear.ai BBAI is accelerating its global expansion strategy with a focus on turning promising international pilots into sustainable revenue generators. In first-quarter 2025, the company partnered with Smith Detection to deploy its threat detection AI with CT scanners—marking a pivotal move into overseas markets.
COST's global expansion is fueling strong sales, driving operational gains, and strengthening its long-term retail profile.
Global Water Resources is uniquely positioned as Arizona's only pure-play Total Water Management utility, primed for growth amid intensifying water scarcity and population influx. Despite a high P/E of 55x, the company's premium valuation is justified by its innovative model, regulatory advantages, and exclusive Arizona focus. Financials show stable core revenue growth and strong cash flow, supporting a 3% dividend yield and providing robust downside protection near historical valuation lows.
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I view S&P Global (SPGI) as a long-term retirement asset, ideal for 5-10 year horizons with stable compounding potential. Historical data shows SPGI consistently delivers annualized returns above 10% over most 5-year periods, supporting my thesis of capital preservation. SPGI is not a hypergrowth stock, but its steady growth and market-linked optionalities make it a reliable wealth creator.
Freightos is significantly undervalued, with potential for the price to double within 12 months and deliver a 5x return over five years as revenue continues to grow by 25% YoY. The company will replicate Booking.com's model in global freight. Freightos continual execution on key metrics including transaction volume, carrier additions and unique buyer users demonstrates network effects which will propel revenue growth.
Park Aerospace stands to benefit from surging global defense spending and NATO's push for higher military budgets. The company is a sole and key supplier of critical composite materials for major missile systems, including the Patriot PAC-3 and Israel's Arrow4, and is being qualified for Arrow3. One of the many orders the company is currently negotiating is worth 60% of its annual revenues and expansion plans are insufficient to meet rising demand.
Adtalem Global Education remains a buy due to strong enrollment, profit growth, and a clear strategy focused on healthcare and vocational education demand. Recent results show 13% revenue growth, nearly 10% higher enrollment, and a 28% surge in adjusted EPS, supporting a fair value of $122. The price can potentially hit $140. Risks include insider selling, no dividend, and a rising debt-to-equity ratio, but institutional ownership and manageable debt provide confidence.
In 1Q25, WEN generated $523.4 million, representing a decline of 2% year-on-year. Although operating margin improved slightly, net income margin plunged due to higher interest expenses and investment losses. To navigate out of the WEN's topline deterioration, the company has introduced multiple initiatives and strategies (e.g. 100 Days of Summer) to promote growth and expand revenue capacity. WEN is still a free cashflow powerhouse that consistently return value to shareholders. WEN's cost saving initiatives such as digital boards and AI-order taking may further increase FCF margin.
I rate DiDi Global a buy, as it has turned the corner on profitability and is positioned for multi-year margin expansion. DiDi's dominant ride-hailing moat in China and accelerating financial momentum provide a powerful profit engine and visible cash flow. Autonomous driving is a strong catalyst, with commercial rollout expected by 2025, unlocking significant margin upside and widening the addressable market.
Venture Global wants to expand its Plaquemines LNG export facility by 24.8 million metric tons per annum (mtpa), almost 6 mtpa more than it originally proposed just four months ago, according to a regulatory filing issued late on Monday.