Global Technologies Ltd. (GTLL)
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Zeta Global: Perfect SMID Cap Play For Rotation
Zeta Global offers a compelling opportunity as an underappreciated marketing intelligence software company with accelerating organic revenue growth and improving valuation multiples. ZETA's aggressive FY28 framework targets a 20% revenue CAGR and 28% adjusted EBITDA CAGR, supported by AI-driven product differentiation and strong Fortune 100 customer penetration. With FY25 guidance raised to $1.275 billion in revenue (+27% y/y) and $273.7 million in adjusted EBITDA, ZETA trades at just 17.8x FY25 and 13.8x FY26 EV/EBITDA.
Cboe Global Markets: The Bull Case Remains Intact
Cboe Global Markets remains a Buy, offering defensive qualities and attractive valuation relative to the broader market. CBOE's options business, driving 63% of revenue, posted 19% YoY growth in Q3 2025, underpinning robust earnings momentum. Strategic realignment—exiting non-core businesses—should sharpen CBOE's focus on its core, high-growth options segment, despite near-term earnings headwinds.
Buy 3 Fintech Bigwigs for 2026 to Tap Global Digital Finance Revolution
HOOD, SOFI and AFRM lead a fintech trio poised to ride AI, mobile growth and lower rates into 2026's digital finance boom.
XPENG Launches Vehicles in Qatar and Expands Global Footprint
XPeng launches G9 and G6 SUVs in Qatar, expanding its Middle East and Africa footprint through partnerships and new infrastructure.
Why Chart Industries Just Became an $88 Million Bet and 11% Position for a Global Macro Fund
São Paulo-based Absolute Gestao added 440,746 shares of Chart Industries in the third quarter. The shares were worth an estimated $88.22 million at quarter-end.
Global X Uranium ETF: A Tactical Buy For The Structural Nuclear Cycle
URA provides concentrated exposure to the uranium cycle, reflecting the structural return of nuclear energy and the growing strategic importance of uranium within the global energy mix. The ETF is heavily driven by a small group of key holdings, making performance highly sensitive to uranium prices, nuclear policy developments, and supply security dynamics. Strong momentum has lifted URA well above broader market returns, highlighting renewed investor interest, but also underscoring the ETF's inherently volatile and cyclical nature.
Global Ship Lease: Trading At A Steep Discount Against Its Peers
Global Ship Lease offers deep value and operational excellence, anchored by a $1.9B contract backlog and a focus on mid-sized vessels. GSL maintains sector-leading margins—net income margin of 54.4%—and robust liquidity, supporting a 19% dividend hike and a 7.39% forward yield. Trading at a forward P/E of 3.28x, GSL remains undervalued versus peers, with a conservative price target of $46.49, implying substantial upside.
M2i Global outlines 2026 roadmap to secure US critical minerals supply
M2i Global Inc (OTC:MTWO) said it is moving into 2026 focused on scaling sourcing, processing, and storage capabilities for critical minerals, as the company works toward a proposed business combination with Volato Group Inc aimed at listing on a major US exchange. In a shareholder letter, M2i said it plans to advance its Critical Mineral Reserve (CMR), expand processing technologies, and execute a proof-of-concept shipment linking mineral supply from Australia to the US by the end of the first quarter of 2026.
Janus Henderson Global Sustainable Equity (ADR) Managed Account Q3 2025 Portfolio Review
Janus Henderson Global Sustainable Equity (ADR) Managed Account portfolio's underweight positions in consumer staples, healthcare, and real estate were beneficial on a relative basis. At the stock level, the largest relative contributors included cables company Prysmian, electrical components manufacturer TE Connectivity, and TSMC. The biggest relative detractors included audio-streaming service Spotify, insurance company Intact Financial, and building products company Saint-Gobain.
Global X Silver Miners ETF: Leveraged Exposure To Silver As The Cycle Extends Into 2026
Global X Silver Miners ETF (SIL) offers leveraged exposure to silver's cyclical upswings, benefiting from operational leverage as metal prices surge. SIL's concentrated portfolio—top ten holdings at 75%—amplifies both upside and downside, with recent 6-month gains exceeding 70%. Fundamentals are improving: ETF constituents show ~12% ROE, falling P/E ratios, and average capitalization near $19B, supporting the rally's sustainability.
Global Indemnity: Overlooked, Profitable, And Renewed
Global Indemnity is an overlooked, profitable, small-cap insurer. A successful reorganization is coming to an end as legacy policies run off. Growth has returned in recent quarters, as core business expansion exceeded legacy segment drag. At a Price-to-Book of less than 1x, it is deeply undervalued.
The Global X MSCI Argentina ETF Has Had A Shockingly Good 200% Run
The Global X MSCI Argentina ETF ( NYSEARCA:ARGT ) has delivered a 233% gain over the past five years, riding optimism around President Javier Milei's radical economic reforms.
