Following a tumultuous period, it looks like Sarepta Therapeutics (NASDAQ: SRPT ) has stabilised. Now available at a historic discount and a steep discount to fair value, investors should consider buying the biotech. With strong patient support, Sarepta has reached a resolutionL/S Equity strategy in SMID cap biotech. We have a strong emphasis on thorough modelling for new drugs and often look for de-risked but overlooked assets. For many more ideas, especially short theses, please refer to our website (exci ...

An impressive outlook for wind energy installation should bode well for alternative energy stocks. However, rising wind turbine costs and the impact of U.S. tariffs and policy changes could slow their growth. In particular, the passage of the One Big Beautiful Act continues to be a major headwind. Despite these challenges, the rapid electrification of transportation is set to drive strong growth in the U.S. electric vehicle market in the near term, benefiting clean energy stocks. The forerunners in the U.S. ...

Key Takeaways Applied Materials' display segment grew 4.8% in Q3 2025, after 44.7% growth in Q2 2025.Q4 2025 display revenues are projected at $350M, marking 66% year-over-year growth.MAX OLED boosts brightness, resolution, efficiency, and lifespan for large-screen displays.Applied Materials’ (AMAT) display and adjacent segment has experienced rapid growth in the past two quarters. In the third quarter of fiscal 2025, the display and adjacent segment grew 4.8% year over year, while it jumped 44.7% year over ...

Key Takeaways Crescent Energy shares rose 9.9% in three months, outpacing the Oil-Energy sectors 5.6% gain.Q2 results showed sales volume up 59.4%, revenues up 37.5%, and net income up 131.5%. CRGY expanded its mineral portfolio with a $72M acquisition, boosting growth momentum. Shares of Crescent Energy Company ((CRGY) have risen an impressive 9.9% over the past three months, outperforming the Zacks Alternative-Energy industry’s return of 9.3% and the broader Zacks Oils-Energy sector’s rise of 5.6%. Howeve ...

Key Takeaways Altria's cigarette shipments fell 10.2% in Q2 and 11.9% in the first half of 2025.Despite volume declines, smokeable segment OCI rose 4.2% in Q2 and 3.5% in the first half.Net price realization climbed 10% in Q2 and 10.4% in the first half, boosting profitability.Altria Group, Inc. ((MO) is currently leaning on its pricing strategy to counter the ongoing decline in cigarette volumes, a persistent challenge in the tobacco industry. The company's second quarter of 2025 results show a significant ...

Key Takeaways Toast unveiled the Toast Go 3 handheld with a 24-hour battery and built-in cellular connectivity.AI engine ToastIQ powers upsells, marketing tools and workflow automation for restaurants.Toast raised 2025 gross profit and EBITDA guidance, but rising costs and tariffs may hurt margins.Toast, Inc.’s (TOST) recent product launches and robust expansion moves suggest it is positioning itself for stronger profitability. The company’s latest launch is the Toast Go 3 handheld, which uses ToastIQ with ...

The name is now more expensive than after my last coverage on 3Q25 , when tariff fears were high. It will be 2H25, the period that will define the actual impact of tariffs onLong-only investment, evaluating companies from an operational, buy-and-hold perspective.Quipus Capital does not focus on market-driven dynamics and future price action. Instead, our articles focus on operational aspects, understanding the long-term earnings power of companies, the competitive dynamics of the industries where they parti ...

It's been a few months since I first took a look at Bar Harbor Bankshares (NYSE: BHB ), the holding company for Maine-based Bar Harbor Bank & Trust. This small community bank is one of the most unassuming names you're likely toI like to take a long term, buy-and-hold approach to investing, with a bias toward stocks that can sustainably post high quality earnings. Mostly found in the dividend and income section. Blog about various US/Canadian stocks at 'The Compound Investor', and predominantly UK names on ' ...

Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or a ...

Small deep value individual investor, with a modest private investment portfolio, split approx. 50%-50% between shares and call options. I have a B.Sc. in aeronautical engineering and over 6 years of experience as an engineering consultant in the aerospace sector. The latter statement is not relevant in any way whatsoever to my investment style, but I thought to add it for self-indulgent purposes. I have a contrarian investment style, highly risky, and often dealing with illiquid options. How illiquid? Well ...