Hextar Global (HEXTAR) engages in the manufacturing, formulation, repackaging, distribution, and agency of agrochemicals in Malaysia and internationally. HEXTAR is…
Top Glove (BVA) is the world’s largest manufacturer of nitrile, surgical, and natural rubber gloves. The company cranks out…
Our Collective members receive new investment ideas every week. Whether its a well-known (but forgotten) large-cap US company or an…
Rightmove plc (RMV) operates a property portal in the United Kingdom. The company operates through Agency, New Homes, and Other…
“My plan is to start from a completely blank state, taking nothing about technology for granted. I will build the…
Fighter pilots have to worry about a lot in the sky. Not only must they locate, fire and destroy the…
Snapchat (SNAP) is on fire. The stock’s up 194% YTD with no signs of stopping. The SNAP bull thesis usually…
“And it is why digital transformation can be so frightening: Companies must shift their focus from what they know works…
“It is difficult to think of a major industry that AI will not transform. This includes healthcare, education, transportation, retail,…
We’ve had a good year in our equity portfolio. Times like these let us pause and review why the names…