Core Insights - Return on Invested Capital (ROIC) is a critical metric for assessing future investment performance, indicating a company's ability to generate returns from investor capital [1] - High ROICs suggest a competitive advantage, which can lead to stock market outperformance over time [2] Company Analysis: AppLovin - AppLovin has achieved a ROIC of approximately 52% and its shares have increased by about 348% over the past 52 weeks [3][4] - The company is transitioning from mobile game advertising to e-commerce advertising, generating $1 billion in annual run-rate revenues in this new sector [4][5] - The sustainability of AppLovin's high ROIC will depend on the success of its e-commerce push, as early results are positive but still in the experimental phase [5] Company Analysis: Monolithic Power Systems - Monolithic Power Systems has generated a ROIC of nearly 56%, but its shares have decreased by around 10% in the same period [7][8] - The company's relationship with NVIDIA has been a key advantage, but NVIDIA is diversifying its suppliers, raising concerns about Monolithic's future ROIC [8][9] - Approximately 68% of Monolithic's revenue comes from markets outside of data centers, which could help offset potential declines in business with NVIDIA [10] - Despite potential competition for NVIDIA's business, Monolithic is expected to maintain a high overall ROIC, which is favorable for its future share performance [11] Overall Market Outlook - Both AppLovin and Monolithic Power Systems have demonstrated strong ROIC, suggesting potential for continued outperformance [12] - AppLovin's rapid share price increase and entry into a new market may present more uncertainty compared to Monolithic's established advantages [12]

Core Viewpoint - CTRL Group Limited will change its name to TJGC Group, pending approval from the Registrar of Companies in the British Virgin Islands [1][2] Company Overview - CTRL Group Limited is an integrated marketing and advertising services provider in Hong Kong, focusing on mobile games promotion for the local market [3] - The company serves mobile game developers, particularly those creating applications for platforms like Apple Store and Android Google Play Store [3] - The market for specialized mobile game advertising in Hong Kong is competitive, with a few key players, and CTRL Group holds a prominent market share [3] Name Change Details - The name change will take effect upon the issuance of a Certificate of Change of Name by the Registrar and the update in the Register of Companies [2] - The company's ordinary shares will continue to be listed on the Nasdaq Capital Market under the ticker symbol "MCTR," with the CUSIP number remaining unchanged [2]