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Core Insights - Greenhaven Road Capital reported a third-quarter 2025 return of approximately -9%, with year-to-date returns also at -9% [1] - The fund's performance was negatively impacted by a lack of direct investment in AI, no overlap with major indices like the S&P 500 and Russell 2000, and insufficient holdings in small, high-growth, unprofitable companies that have benefited from the AI landscape [1] Company Analysis: KKR & Co. Inc. - KKR & Co. Inc. (NYSE: KKR) is highlighted as a holding in Greenhaven Road Capital's portfolio, with a one-month return of 0.73% and a 52-week loss of 22.18% [2] - As of November 7, 2025, KKR's stock closed at $121.32 per share, with a market capitalization of $112.286 billion [2] - The alternative asset management sector, including KKR, is currently out of favor, with concerns primarily related to traditional private equity and private credit affecting share prices [3]

Core Insights - Greenhaven Road Capital reported a third-quarter 2025 return of approximately -9%, resulting in year-to-date returns also at approximately -9% [1] - The fund's performance was negatively impacted by a lack of direct investment in AI, no overlap with major indices like the S&P 500 and Russell 2000, and insufficient holdings in small, high-growth, unprofitable companies that have benefited from the AI landscape [1] Company Focus: Lifecore Biomedical, Inc. (NASDAQ:LFCR) - Lifecore Biomedical, Inc. is highlighted as a key stock, with a one-month return of 3.63% and a 52-week gain of 4.74% [2] - As of November 7, 2025, Lifecore Biomedical's stock closed at $6.85 per share, with a market capitalization of $256.645 million [2] - The investor letter expressed confidence in Lifecore Biomedical's intrinsic value, suggesting that the market has yet to recognize its true worth [3]

Core Viewpoint - The article discusses the multifaceted identity of the blogger known as Ironman, who operates on the Political Calculations site, focusing on investing, business, and economics [1] Group 1 - Ironman may have multiple professional roles, including engineer, researcher, analyst, and possibly educator [1] - The identity of Ironman is ambiguous, suggesting that it could represent more than one individual [1] - The site aims to present both established and innovative theories related to its topics of interest [1]

Market Overview - Stock futures are higher, particularly for the NASDAQ, as the government appears to be moving towards reopening, which may positively impact market sentiment [1] - The S&P 500 is projected to reach 7,000 by the end of the year, indicating a bullish outlook despite recent volatility [13] AI Sector Insights - There is a prevailing nervousness about the AI sector, but this sentiment may present buying opportunities, as historical patterns suggest that market corrections can lead to favorable entry points [3][4] - The AI sector is expected to have transformative potential, with significant applications in cloud computing, which is generating substantial profits for cloud providers [5][6] Earnings Performance - Earnings reports have exceeded expectations, with a year-over-year increase of 14% in the current quarter, compared to an anticipated 6.5% [10] - The market is experiencing an earnings-led rally, which is considered a healthy driver for market growth, rather than relying solely on multiple expansions [11] Valuation Metrics - The forward price-to-earnings (PE) ratio for the S&P 500 is currently around 22 to 23, which is consistent with levels seen post-pandemic [12] - The "Magnificent 7" stocks are trading at a higher forward PE of approximately 30, while the broader S&P 493 is at about 19 to 20, indicating a mixed valuation landscape [12] Seasonal Trends - A potential "Santa Claus rally" is anticipated, with historical trends suggesting an additional four percentage points in market gains during November and December [14]

Core Insights - The real estate sector is experiencing a trend of oversold stocks, presenting potential buying opportunities for undervalued companies [1][2] Company Summaries - **CoStar Group Inc (NASDAQ:CSGP)**: Reported better-than-expected quarterly results with a 20% year-over-year revenue increase, marking its 58th consecutive quarter of double-digit revenue growth. Despite this, the stock fell approximately 11% over the past month, with a current RSI of 26.4 and a 52-week low of $63.82. The stock closed at $67.52, showing a slight increase of 0.2% [8] - **KE Holdings Inc – ADR (NYSE:BEKE)**: Achieved positive quarterly earnings, with the CEO highlighting significant shifts in consumer demand and advancements in AI technology. The stock has decreased around 12% in the last month, with an RSI of 20.5 and a 52-week low of $15.38. It closed at $15.60, down 1.3% [8] - **Lineage Inc (NASDAQ:LINE)**: Reported disappointing quarterly results but noted growth in Adjusted EBITDA and AFFO despite challenging market conditions. The stock has also fallen about 12% over the past month, with an RSI of 26.8 and a 52-week low of $34.22. It closed at $34.62, down 3.5% [8]

Core Insights - Quadient has been recognized as one of the Top 3 French software publishers in the "Horizontal Solutions" category and ranked 17th overall in the Top 250 by EY and Numeum, highlighting its growth and execution of the Elevate to 2030 strategic plan focused on customer-driven innovation and long-term value creation [1][2] Industry Overview - The French software industry demonstrated resilience in 2024, achieving a growth rate of 7.4% and reaching €23.1 billion in revenue despite a cautious economic climate [2] - Software publishers generating over €100 million in revenue outperformed the broader market, with Quadient's Digital Solutions recording 7.7% organic growth in fiscal year 2024, including a 10.1% increase in the fourth quarter driven by a 10.2% rise in subscription revenues [2] Strategic Focus - A significant shift towards artificial intelligence (AI) has been noted, with 83% of companies identifying it as their top strategic priority, surpassing previous focuses on cybersecurity and cloud/SaaS [3] - The adoption of generative AI has accelerated, with over 60% of companies integrating it into their offerings, marking a 21-point increase compared to 2023 [3] Company Initiatives - Quadient is advancing its intelligent automation platform with AI-powered capabilities aimed at simplifying financial and communication workflows, as part of its commitment to delivering long-term value through sustainable solutions [4] - The company announced the acquisition of Serensia, a leading French e-invoicing platform, to enhance its support for customers ahead of France's mandatory e-invoicing rollout [4] Recognition and Market Position - Quadient has been recognized by IDC as the number one leader in Customer Communications Management (CCM) for 2024, holding 11% of the global market share [5] - The company was also named the Most Valuable Pioneer in the AI Maturity Matrix for CCM by QKS Group, reflecting its advanced use of AI in enhancing document processing and customer journeys [5]

Market Sentiment - The S&P 500 has been performing well in 2025, but investor sentiment is mixed, with 38% feeling optimistic and 36% feeling pessimistic about the market's performance over the next six months [1]. Investment Strategy - Warren Buffett emphasizes the importance of a long-term investment approach over trying to time the market, suggesting that patience is key to navigating market fluctuations [4][6]. - Historical context shows that despite significant challenges, the stock market has delivered substantial long-term gains, as evidenced by the Dow's rise from 66 to 11,497 throughout the 20th century [5]. Current Market Concerns - Investors are increasingly worried about potential issues such as an AI bubble burst and the overall state of the economy, leading to uncertainty in investment decisions [2][7].

Core Insights - Krown Network has achieved a fundraising velocity of $125,000 per hour during its final pre-sale batch, significantly surpassing Ethereum's ICO pace of $18,162 per hour and Bitcoin's negligible early mining value [1][2] - The pre-sale raised a total of $500,000 in just over 4 hours, indicating strong community support and interest in the project [1][3] - Krown's approach is characterized by a grassroots funding model, having bootstrapped $3 million without venture capital interference, contrasting with Ethereum's pre-mine concerns [2][3] Fundraising Performance - Krown's final pre-sale velocity outperformed other foundational ICOs, including Cardano and Fantom, which had fundraising velocities of approximately $5,399 per hour and $18,519 per hour, respectively [3] - The success of Krown's fundraising signals a potential shift back to decentralized funding models in a market dominated by centralized exchanges and venture capital [3] MainNet Launch Preparation - The company is gearing up for its MainNet launch scheduled for January 3, 2026, with 70% of the $KROWN token supply already staked pre-launch [4][5] - The MainNet will support the Camelot Ecosystem, which includes the Qastle hot wallet and the upcoming KrownDEX, the first quantum-secured decentralized exchange [5] Technological Innovation - Krown Network emphasizes its quantum-secured technology as a key differentiator, aiming to protect against both classical and quantum threats through collaboration with Quantum eMotion Corp. [4][5][7] - The integration of quantum entropy into its blockchain solutions positions Krown as a leader in post-quantum security within the fintech and blockchain sectors [5][8]

Core Viewpoint - The data center solutions provider, Broadcom, is positioned to benefit significantly from the ongoing artificial intelligence (AI) adoption, which is still in its early stages [1][2]. Company Overview - Broadcom has experienced a remarkable stock increase of 530% since early 2023, raising questions about whether it remains a viable investment opportunity [2]. - The company has a strong presence in the data center market, supplying essential Ethernet switches and networking solutions, with 99% of internet traffic passing through its technology [3]. Market Dynamics - The demand for data centers is projected to grow, with estimates suggesting spending could reach between $3 trillion and $5.2 trillion by 2030, significantly increasing from $500 billion in 2025 [4]. - Nvidia currently dominates the data center GPU market with a 92% share, but Broadcom is expected to capture a portion of this market, potentially reaching 30% [5][6]. Financial Projections - Assuming data center infrastructure spending reaches $3 trillion by 2030, approximately 39% of this spending will be on AI-capable chips, equating to about $1.17 trillion [8]. - If Broadcom captures 20% of the AI chip market from Nvidia, it could generate $234 billion in annual revenue by 2030, representing a 269% increase [8]. - With a current market cap of approximately $1.7 trillion and a forward price-to-sales ratio of 27, if Broadcom achieves the projected revenue, its stock price could increase by 267% to $1,291 per share, raising its market cap to $6.1 trillion [9]. Valuation Insights - Broadcom's current valuation stands at 94 times earnings, but it is more favorably priced at 29 times next year's expected earnings, with a price/earnings-to-growth (PEG) ratio of 0.4, indicating potential undervaluation [12]. - Given the substantial growth opportunities and Broadcom's competitive advantages, the current stock price may be justified [13].