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Company Overview Investment Thesis Apollo Commercial Real Estate Finance is a mortgage REIT that provides senior‑secured loans for commercial properties via the Apollo platform. With its shares trading below book value and a 10% quarterly dividend, the company combines high…
Company Overview Investment Thesis FirstEnergy is a large regulated utility serving approximately 6 million customers across the U.S. Its earnings are backed by regulated rate bases and supported by the “Energize365” grid modernization plan, under which management plans to invest about $28 billion…
Company Overview Investment Thesis Abeona is a clinical‑stage biotech focused on rare monogenic disorders such as Sanfilippo syndrome and epidermolysis bullosa. The company maintains a pipeline spanning over a decade, with several late‑stage programs and potential catalysts from clinical data…
Ticker: QBTSCurrent Price: ~$16.09 (up +6.05%) (finviz.com)Market Cap: ~$4.4 billion (EV ≈ $4.14 B)Industry: Quantum Annealing / Quantum Hardware & Software Overview D‑Wave Quantum Inc. is recognized for its leadership in quantum annealing systems and early commercial deployments across sectors such as…
Overview Protagenic Therapeutics, Inc. (PTIX) is a clinical-stage biotech company focused on developing peptide therapeutics for mood and neurological disorders. With a market cap under $4M, low debt, and high insider ownership, PTIX may appeal to investors interested in asymmetric…
Value Investment Memo: Pony.ai (NASDAQ: PONY) Ticker: PONYExchange: NASDAQSector: Autonomous Vehicles / AISubsector: Robotaxis / China Tech Investment Thesis Pony.ai is a leading autonomous driving technology company focused on commercializing Level 4 autonomous robotaxi fleets in China and abroad. As…
Ticker: LUNRExchange: NASDAQMarket Cap: ~$110MSector: Aerospace / Space TechSubsector: Lunar Infrastructure & Robotics Summary Intuitive Machines (LUNR) is a lunar infrastructure and robotics company focused on precision landing, power, communications, and mobility systems for the Moon. With three planned missions…
Ticker: JTAIMarket Cap: ~$18 millionSector: SaaS / AI in AviationExchange: NASDAQ Summary Jet.AI is an early-stage aviation technology company providing SaaS platforms and charter services aimed at enterprise-level jet operators. The firm has developed Reroute.ai and CharterGPT (AI-based SaaS for…
Ticker: JOBYCurrent Price: ~$9.00 (up ~23% last week) (marketbeat.com)Market Cap: Approximately $7 billionIndustry: eVTOL / Urban Air Mobility Investment Thesis Joby Aviation is a leader in electric vertical takeoff and landing (eVTOL) aircraft, with strong backing from Toyota ($250M, potentially up…
Investment Thesis H.U. Group is a high-quality, cash-flow-rich diagnostics and lab-services provider that generates strong free cash flow, pays a ~4% dividend, and maintains low leverage—yet it trades at modest valuation levels. With FCF exceeding EBIT and global growth optionality…
