Company Overview - Oddity Tech Ltd. operates as a consumer technology company focused on building digital-first brands within the beauty and wellness industries [3] Financial Results and Issues - On February 25, 2026, Oddity reported its full year 2025 financial results, revealing a significant dislocation in its account with its largest advertising partner due to algorithm changes. This led to a diversion to lower quality auctions at abnormally high costs, resulting in increased new user acquisition costs that are not aligned with market trends or historical performance [4] - Following the announcement of these financial results, Oddity's stock price experienced a dramatic decline of over 49% [4] Legal Investigation - Robbins Geller Rudman & Dowd LLP is investigating potential violations of U.S. federal securities laws involving Oddity Tech Ltd. [1]

Core Viewpoint - Paramount Skydance has received strong support from its controlling shareholders, including the Ellison family, for an equity offering aimed at funding a significant deal [1] Group 1 - The equity offering is fully backed by the controlling shareholders, indicating their confidence in the company's strategic direction [1] - The involvement of the Ellison family highlights the importance of key stakeholders in the company's financial decisions [1]

Group 1 - U.S. equities experienced significant volatility on the final trading day of a challenging month, influenced by a series of impactful market headlines [1] - The trading environment was characterized by a whirlwind of news that affected stock performance, indicating heightened market sensitivity [1] - Overall, the month was rough for U.S. equities, suggesting broader market challenges and potential investor concerns [1]

From strategic real estate power moves in Paya Lebar to a dramatic retreat in the streaming wars, this week’s market landscape is shifting rapidly. We dive into a billion-dollar REIT debut, dissect how valuation swings impacted a major accommodation provider, and analyze Wilmar’s resilient earnings despite a cautious dividend. Welcome to this week’s brief on the latest corporate shifts and investment opportunities.Lendlease Reit’s PLQ Mall AcquisitionLendlease Global Commercial REIT (SGX: JYEU), or LREIT is ...

Company Overview - IMPACT Silver Corp. (TSXV: IPT) is a successful producer-explorer with two mining projects in Mexico, including the Royal Mines of Zacualpan and the Capire Project [2] - The Zacualpan project covers 211 km² and includes four producing underground silver mines and one open pit mine, feeding a central processing plant with a capacity of 500 tonnes per day (tpd) [2] - The Capire Project features a 200 tpd processing pilot plant and has an inferred mineral resource of over 4.5 million ounces of silver, 48 million pounds of zinc, and 21 million pounds of lead [2] - Over the past 19 years, IMPACT has produced over 13.7 million ounces of silver, generating revenue exceeding $307 million, and has no long-term debt [2] Mining Operations - The Plomosas Zinc-Lead-Silver District is a high-grade zinc producer in northern Mexico, with recently restarted mining operations and ramping up production [2] - Exploration potential at Plomosas includes a 6 km long structure and other targets on the 3,019-hectare property, including untested copper-gold targets [2] - The Plomosas region is located in the same mineral belt as some of the largest carbonate replacement deposits globally [2] Industry Event - IMPACT Silver Corp. will participate in the Prospectors & Developers Association of Canada's (PDAC) Convention from March 1 to March 4, 2026, at the Metro Toronto Convention Centre [1] - PDAC is recognized as the world's premier mineral exploration and mining convention, attracting over 1,100 exhibitors, 2,500 investors, and 26,000 attendees [3]

About eight months ago, in June 2025, I published my last article about Adobe ( ADBE ), and while my articles published between June 2022 and December 2024 were rated with a “Hold,” the June 2025 article was the first inMy analysis is focused on high-quality companies, that can outperform the market over the long-run due to a competitive advantage (economic moat) and high levels of defensibility. Focused on European and North American companies, but without constraints regarding market capitalization (from ...

Core Insights - The analysis focuses on high-quality companies that can outperform the market over the long term due to competitive advantages and high levels of defensibility [1] Group 1 - The previous articles published between June 2022 and December 2024 were rated with a "Hold," while the article from June 2025 marked a shift in perspective [1] - The analysis is concentrated on companies in Europe and North America, without restrictions on market capitalization, covering both large-cap and small-cap companies [1] - The author's academic background includes a Master's Degree in Sociology with an emphasis on organizational and economic sociology, and a Bachelor's Degree in Sociology and History [1]

Core Viewpoint - Barclays predicts that Brent crude oil prices could increase to approximately $80 per barrel if there is a significant disruption in supply, particularly due to heightened tensions between the U.S. and Iran [1] Industry Summary - The potential rise in Brent crude prices is linked to geopolitical factors, specifically the ongoing tensions between the U.S. and Iran, which could impact oil supply stability [1]

Core Viewpoint - Rosen Law Firm has filed a class action lawsuit on behalf of purchasers of securities of Franklin BSP Realty Trust, Inc. for the period between November 5, 2024, and February 11, 2026, alleging that the defendants made false and misleading statements regarding the company's prospects and dividend sustainability [1][5]. Group 1: Lawsuit Details - The class action lawsuit claims that defendants overstated Franklin BSP Realty Trust's prospects and its ability to maintain a $0.355 dividend, leading to materially false and misleading statements about the company's business and operations [5]. - Investors who purchased securities during the class period may be entitled to compensation without any out-of-pocket fees through a contingency fee arrangement [2]. Group 2: Participation Information - Interested parties can join the class action by visiting the provided link or contacting the law firm directly for more information [3][6]. - A lead plaintiff must move the Court by April 27, 2026, to represent other class members in the litigation [3]. Group 3: Law Firm Credentials - Rosen Law Firm has a strong track record in securities class actions, having achieved significant settlements, including the largest securities class action settlement against a Chinese company [4]. - The firm has been consistently ranked among the top firms for securities class action settlements and has recovered hundreds of millions of dollars for investors [4].

Core Insights - Globant S.A. filed its annual report on Form 20-F for the year ended December 31, 2025, with the U.S. Securities and Exchange Commission [1] - The report is accessible on the SEC's website and Globant's investor relations page [1] - Shareholders can request a hard copy of the complete audited financial statements free of charge [1] Company Overview - Globant is a digitally native technology services company focused on helping organizations thrive in a digital and AI-powered future [1] - The company employs over 28,700 individuals and operates in more than 30 countries across five continents [1] - Globant's clientele includes major companies such as Google, Electronic Arts, and Santander [1] Industry Position - Globant has been recognized as a Worldwide Leader in Customer Experience Improvement by IDC MarketScape [1] - The company has been featured as a business case study at prestigious institutions like Harvard, MIT, and Stanford [1] - Globant is a member of the Cybersecurity Tech Accord, indicating its commitment to cybersecurity [1]