Algonquin Power: A Failed Investment Thesis, Updated For 2025-2027E

Brown & Brown - Why The Outperformance, And Where It Could Go 2025-2027

PPG Industries: Updating 'Buy' For 2025

Tomra: Valuation Logic Shows Success, Revisiting For The 2025E Upside (Rating Upgrade)

Boliden: Targeting Those Dips With A 'Buy' Is Possible

K+S: Less Interested Now Than Historically, But A 'Buy'

Hennes & Mauritz - An Update Into 2025E Shows A Continued Pressure Warranting 'Hold'

Updating On Tenaris And Its Upside Into 2025E, Fully Valued After 20% RoR (Rating Downgrade)

Rexford: Increasing My Position

Kongsberg Gruppen: At What Price We Consider This Norwegian Defense Contractor

Why I Choose Nordea As One Of 'Income Banks'

National Grid: Upside Exists In Utilities And This Is One Of Them, Especially After The Decline

Castellum: Upside Might Be There In A Few Years, But Now I'm Still Cautious

Orange: Strong Operational Performance, Undervaluation

Renault: Upside Is There With Merger And Lineup Update

Brown-Forman: Attractive Valuation Post A Job Cut Of 12% And Tariffs

Georg Fischer - Decent Returns Since Last Time, Good Swiss Water Company With A 'Buy'

AMSC: Now We're Getting Somewhere, But Still A 'Hold'

Howard Hughes: Pershing Square Ownership Doesn't Change My Thesis

Why Skanska Is Set Up For Poor Returns At This Valuation

Publicis Groupe: The Upside Still Does Not Match The Valuation

Lear Likely To Have A Long-Term Outperformance Potential

Why Heineken Is My Primary Choice Of A Brewer At An Undervaluation

Bunge: Too Low Valuation, I'm Going In

Lincoln National: We Have A Significant Potential Upside Going Into 2025-2027