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 ...

People look at iPhones at the Apple Fifth Avenue store in New York City, U.S., May 23, 2025.Apple has plans to make a folding iPhone starting next year, reliable analyst Ming-Chi Kuo said on Wednesday.Kuo said that Apple's folding phone could have a display made by Samsung Display, which is planning to produce as many as 8 million foldable panels for the device next year. However, other components haven't been finalized, including the device's hinge, Kuo wrote. He expects it to have "premium pricing."Kuo is ...

Core Viewpoint - President Trump expressed confidence that Apple Inc. will make significant purchases related to the Trump Card initiative [1] Company Summary - Apple Inc. is anticipated to engage in substantial buying activities, as suggested by President Trump's statement [1]

With a market capitalization of just a tad under $3 billion, Apple (AAPL -1.43%) is one of the largest companies in the world. However, its revenue growth over the past few years has been modest, while much of its stock gains have come from multiple expansions, as its price-to-earnings (P/E) ratio has been increasing.The company also appears to have fallen behind in the artificial intelligence (AI) race, with Apple Intelligence features reportedly consistently running into delays. In addition, some high-gro ...

A c t i o n | 13 Jun 2025 16:09:15 ET │ 27 pages US Equity Strategy "Good ROE" Increasingly Scarce CITI'S TAKE Stocks where ROE is expected to improve due to margin expansion and/or total asset turnover gains are becoming less abundant in the S&P 500. This is largely a function of downgraded outlooks on softer macros and trade concerns. The stocks that still find their way into our Positive ROE Trend baskets are expected to generate excess EPS growth over comparable indices, and even more so relative to Neg ...

Core Insights - Sticky Cards has launched a no-app digital wallet loyalty program for cannabis dispensaries, integrating with TechPOS to enhance customer engagement [1][2][10] - The partnership allows dispensaries to deliver loyalty experiences directly to customers' phones via Apple Wallet or Google Wallet, eliminating the need for additional app downloads [2][5] - The integration includes features like geo-targeting and push notifications, enabling dispensaries to send personalized offers and track loyalty points while maintaining customer privacy [7][9][10] Company Overview - Sticky Cards is positioned as a pioneer in app-free loyalty solutions specifically designed for the cannabis industry [1][10] - TechPOS is recognized as a leader in cannabis retail technology, providing tools that connect in-store and online shopping experiences [4][6] Technological Advancements - The integration of Sticky Cards with TechPOS allows for faster loyalty sign-ups and smarter offers, enhancing the overall customer experience [6][10] - By utilizing geo-fenced push notifications, dispensaries can effectively drive foot traffic while ensuring compliance with regulations [9][10] Market Impact - This collaboration sets a new standard for loyalty programs in the cannabis sector, aiming to meet the evolving needs of customers in 2025 and beyond [10]

Core Viewpoint - The Dutch court ruled against Apple, stating that the company abused its market dominance by imposing unfair restrictions on dating app developers, resulting in a fine of €50 million [2][3]. Group 1: Market Dominance and Restrictions - The Dutch Consumer and Market Authority identified Apple as holding a dominant position in the dating app distribution market in the Netherlands, leading to various restrictions on developers, such as mandatory use of the Apple App Store for transactions and a commission fee of up to 30% [2]. - The court emphasized that due to its market dominance, Apple has a special responsibility not to impose unfair limitations on app developers [3]. Group 2: Legal Proceedings and Consequences - Following Apple's failure to comply with the required changes, the Dutch authority imposed a €50 million fine, which led to legal proceedings between the two parties [2]. - Apple plans to appeal the Rotterdam court's decision, arguing that the ruling undermines its ability to provide tools that benefit app developers while protecting user privacy and security [3]. Group 3: Broader Implications in the EU - This ruling is part of a broader trend, as Apple faced similar setbacks in the EU, including a €500 million fine in April for violating the EU Digital Markets Act due to restrictions that hindered app developers and users from accessing alternative distribution channels [3].

Group 1 - The article discusses the organic growth challenges faced by Apple compared to other major companies in the industry [1] - Oliver Rodzianko is the Founder and CEO of Invictus Origin, an investment management firm focused on high-alpha strategies, launched in May 2025 [1] - Invictus Origin's flagship portfolio, the Nasdaq High-Alpha Black Swan Portfolio, aims to outperform the Nasdaq-100 while maintaining approximately 20% in cash reserves for downside protection [1] Group 2 - Oliver Rodzianko has extensive experience as a macro-focused investment analyst, specializing in sectors such as technology, semiconductors, artificial intelligence, and energy [1] - The investment process at Invictus Origin integrates U.S. market specialization with international market awareness, aiming for durable outperformance [1] - The firm is characterized by resilience, performance, and disciplined capital stewardship, supported by a family office structure for lower-volatility capital preservation [1]

Market Trends & Geopolitical Impact - Oil prices initially surged to their highest level since January but pulled back following signals from Iran about de-escalating tensions and potential nuclear talks [1][18][20][21] - Defense stocks continued to climb amid the Israel-Iran conflict, though analysts suggest investor behavior is more of a "safe haven" move than a direct correlation to company bottom lines [1][70][71][72] - The Paris Air Show is expected to be muted due to the ongoing conflict and a recent Air India crash, with Boeing CEO skipping the event [59][61] Economic Indicators & Fed Policy - The market is shifting focus to Fed policy, earnings, and factors impacting the earnings picture, with the FOMC meeting being a key event [5][8] - There's discussion around the potential for a dovish Fed pivot, driven by inflation being cooler than in 2019 when the Fed last cut rates [35][36] - Real-time housing inflation is falling, suggesting the official measure has room to decline, potentially signaling a green light for the Fed to turn dovish [38][39] Company Specific & Sector Analysis - Meta is introducing ads to WhatsApp, focusing on user data for targeting but aiming to avoid content analysis, with the bigger opportunity being the race to artificial general intelligence [44][45][47] - Reddit is launching AI-driven advertising tools, leveraging human engagement data to inform generative AI and improve ad targeting [50][51] - Victoria's Secret is facing pressure from activist investors to overhaul the board and focus on the core bra business, while also navigating consumer spending habits and recent leadership changes [53][56][57] - China is stimulating its consumer market to offset export dependency, with Apple being a notable loser as domestic brands like Huawei gain market share [76][78][79][80] Global Investment Strategies - There's a potential shift in global equity leadership away from the US, with capital repatriation expected to benefit Europe, Asia, and emerging markets [87] - The US dollar showed no reaction to market surprises, and there was no rally in treasuries, indicating a lack of appetite for US assets [84][85] - TPW Advisory is overweight Chinese equity, favoring US-listed ETFs, and constructive on a global growth cycle extending through 2027-2028 [82][83] AI & Technology - AI is a major theme at the Can Lions International Festival of Creativity, with discussions on how it's changing the advertising and media industries [95] - Time Inc is embracing AI, launching Time AI with Scale AI to create personalized content and audio versions of their journalism [96][97][98][101][102] - Hyperscalers are investing heavily in the race to artificial general intelligence, even without knowing the ultimate prize [48] Energy Sector - Energy stocks may present an opportunity, as they have diverged from oil price trends and offer potential dividends [105][106] - AI's energy demands are creating a large energy problem, with hyperscalers investing in creative solutions like "behind the meter" energy sources [16][17] - Gas prices are still about 33 cents a gallon below last year, and diesel prices hit their lowest level since 2021 prior to Middle East escalations [23][32][33]

So um I'm going to tell you a little bit about how I developed a passion for uh um and how I came to understand the power of food in agriculture. So I think a lot of us have some poor memories around food. Um mine are not that unusual.I had a dad who grew cherry tomatoes in his garden and I you just cannot remember. You can't forget uh being in a garden and pulling warm cherry tomatoes off the vine and putting them in your mouth. That that would change your life as it did mine.I also remember being put at a ...