We came across a bullish thesis on HEICO Corporation on Expanse Stocks’s Substack by Nikotes. In this article, we will summarize the bulls’ thesis on HEI. HEICO Corporation's share was trading at $309.71 as of December 1st. HEI’s trailing and forward P/E were 67.77 and 57.47 respectively according to Yahoo Finance. Heico Corporation (HEI) stands as a dominant force in aerospace components, benefiting from regulatory barriers, high switching costs, and strong aftermarket pricing power. The company’s core ...

We came across a bullish thesis on Alvotech on Ridire Research’s Substack. In this article, we will summarize the bulls’ thesis on ALVO. Alvotech's share was trading at $4.60 as of December 2nd. ALVO’s trailing and forward P/E were 21.04 and 10.02 respectively according to Yahoo Finance. microscope, health Likoper/Shutterstock.com Alvotech is positioning itself as the “TSMC of biologics”—a fully integrated, globally compliant biosimilar manufacturer built around process control, regulatory trust, and sc ...

Market Innovation - Kalshi is launching tokenized event contracts on Solana, enabling on-chain settlement and DeFi collateral usage for winning tokens [1] - Jupiter is integrated for liquidity routing, enhancing the composability of prediction markets [1] - Prediction markets are evolving into composable primitives, a convergence largely unnoticed [1] Regulatory & Competitive Landscape - Kalshi, valued at $11 billion, gains crypto rails and CFTC protection [1] - This regulatory moat positions Kalshi competitively against Polymarket [1] Funding & Development - $2 million in builder grants are currently unclaimed [1]