Core Insights - The focus is on in-depth research of various companies across different sectors, including commodities and technology, with a particular interest in metals and mining stocks [1] Group 1: Company Research - The company has over a decade of experience in researching a wide range of industries, including oil, natural gas, gold, copper, and technology firms like Google and Nokia [1] - The company has transitioned from writing a blog to creating a value investing-focused YouTube channel, where extensive research on hundreds of companies has been conducted [1] - The company expresses a preference for covering metals and mining stocks but is also knowledgeable in consumer discretionary/staples, REITs, and utilities [1]

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Core Viewpoint - Pomerantz LLP is investigating claims of potential securities fraud and unlawful business practices by Patria Investments Limited and its officers or directors [1] Group 1: Investigation Details - The investigation is initiated on behalf of investors of Patria Investments Limited (NASDAQ: PAX) [1] - Investors are encouraged to contact Pomerantz LLP for more information regarding the investigation [1] Group 2: Allegations and Market Reaction - On January 26, 2026, Snowcap Research published a report alleging that Patria may be overstating its performance and masking losses in its private equity and infrastructure funds [2] - Following the report, Patria's stock price decreased by $0.78 per share, representing a 4.55% decline, closing at $16.37 per share on the same day [2]

Core Viewpoint - Danone S.A. is under investigation for potential securities fraud and unlawful business practices following a contamination scare involving its infant milk formula products [1]. Group 1: Contamination Incident - On January 21, 2026, Danone recalled and blocked batches of its infant milk formula due to the detection of cereulide, a potent cytotoxin, in its Thai-origin Dumex Dulac 1 [2]. - Following this news, Danone's American Depositary Receipt (ADR) price dropped by $1.37, or 7.95%, closing at $15.87 per ADR on the same day [2]. - On January 23, 2026, Danone issued a press release announcing a recall of select batches of its infant formula to comply with updated guidance, resulting in an additional ADR price decline of $0.43, or 2.7%, to close at $15.55 per ADR [3]. Group 2: Legal Investigation - Pomerantz LLP is investigating claims on behalf of Danone investors regarding possible securities fraud or other unlawful business practices by the company and its officers and/or directors [1].

Core Viewpoint - Apollo Global Management is under investigation for potential securities fraud and unlawful business practices related to its tax arrangements with Jeffrey Epstein, which contradicts previous statements made by the firm [1][2]. Group 1: Investigation Details - Pomerantz LLP is investigating claims on behalf of investors of Apollo Global Management, Inc. regarding possible securities fraud or other unlawful business practices [1]. - The investigation is focused on whether Apollo and certain officers or directors engaged in misconduct related to their dealings with Epstein [1]. Group 2: Stock Market Reaction - Following the news of the investigation, Apollo's stock price experienced a decline of $7.69 per share, representing a 5.72% drop, closing at $126.85 per share on February 3, 2026 [2]. Group 3: Firm Background - Pomerantz LLP is recognized as a leading firm in corporate, securities, and antitrust class litigation, with a history of recovering significant damages for victims of securities fraud and corporate misconduct [3].

Group 1 - Pomerantz LLP is investigating claims on behalf of investors of Snowflake Inc. regarding potential securities fraud or unlawful business practices by the company and its officers and/or directors [1] - On February 28, 2024, Snowflake announced its financial results for Q4 and the full fiscal year 2024, along with guidance for fiscal year 2025, indicating changes in customer behavior and product-related developments that negatively impacted the company's outlook [2] - Following the announcement, Snowflake's stock price dropped by $41.72 per share, or 18.14%, closing at $188.28 per share on February 29, 2024 [3]

Core Viewpoint - Pharming Group N.V. is under investigation for potential securities fraud following the FDA's Complete Response Letter regarding its drug Joenja® [1][2] Group 1: Company Overview - Pharming Group N.V. is a biopharmaceutical company focused on developing innovative therapies for rare diseases [2] - The company’s stock, represented by American Depositary Receipts (ADRs), experienced a significant decline of 17.07% following negative FDA news [2] Group 2: FDA Response - On February 1, 2026, the FDA issued a Complete Response Letter for Pharming's supplemental New Drug Application for Joenja® [2] - The FDA raised concerns about potential underexposure in lower weight pediatric patients and requested additional pharmacokinetic data [2] - An issue was also identified with one of the analytical methods used for production batch testing, necessitating further data and clarification [2] Group 3: Legal Investigation - Pomerantz LLP is investigating claims on behalf of Pharming investors regarding possible securities fraud or unlawful business practices by the company and its officers [1] - The firm is recognized for its expertise in corporate, securities, and antitrust class litigation, having a long history of fighting for victims of securities fraud [3]

Core Viewpoint - Microsoft is experiencing a significant stock decline despite strong underlying business performance, raising questions about whether this presents a buying opportunity for investors [1][2]. Financial Performance - Microsoft's fiscal second-quarter revenue increased by 17% year over year, or 15% on a constant-currency basis, with operating income rising 21% year over year to $38.3 billion [4]. - The productivity and business processes segment revenue grew 16% year over year to $34.1 billion, while the intelligent cloud segment saw a 29% year-over-year revenue increase to $32.9 billion, with Azure and other cloud services revenue climbing 39% [5][6]. - The "more personal computing" segment experienced a slight revenue decline of 3% year over year, contributing $14.3 billion during the period [7]. Growth Potential - Microsoft reported a commercial remaining performance obligation (RPO) of $625 billion, reflecting a 110% year-over-year increase, indicating strong future growth potential, particularly in cloud computing [8]. - The company anticipates that approximately 25% of this backlog, around $156 billion, will be recognized as revenue in the next 12 months, with 45% of the RPO balance linked to OpenAI [9]. Investment Considerations - The current price-to-earnings ratio of about 25 suggests that shares are not overvalued, but the significant capital expenditures of $37.5 billion, up 66% year over year, indicate heavy investment in AI infrastructure [10][11]. - Given the ongoing investment cycle, shares may be more suitable as a hold rather than a buy, although long-term investors in AI may find this a good entry point [12].

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Despite earlier policy easing, several domestic and international challenges are limiting the scope for fresh rate cuts.Why RBI may keep rates unchangedThe SBI report said government bond yields have remained firm even after earlier rate cuts, showing that monetary policy measures have not fully transmitted to the market.It added that the impact of Open Market Operations (OMOs) may depend on the type of securities selected, which could reduce the effectiveness of liquidity support. Because of this, the RBI ...