Company Overview Super Micro is Silicon Valley based provider of accelerated compute platforms that are application-optimized high performance and high efficiency servers and storage systems for a variety of markets, including enterprise data centers, cloud computing, artificial intelligence, 5g and edge computing. Super Micro’s total IT solutions include complete servers, storage systems, modular blade servers, blades, workstations, full rack scale solutions, networking devices, server sub-systems, server management and security software. Server and Storage Systems SMCI sells accelerated compute platforms comprising a combination of server and storage systems in rackmount, blade, multi-node and embedded form factors, which support single, dual, and multiprocessor architectures. Key produc

              1. Introduction Hershey’s. A company that I’m sure many of us already know. for some, this tasty treat transports us back to our childhood, while for others, it's a delight reserved for festive occasions. Allow me to dive deeper into this case to determine why this could be a sweet opportunity. It all started in 1894 when Milton S Hershey chanced upon a chocolate processing machine at a convention. Taking a leap of faith, he sold his business, Lancaster Caramel Company, to venture into the manufacturing and sale of milk chocolate bars. Today, Hershey’s (NYSE: HSY) operates one of the largest and finest chocolate businesses in North America, boasting over 19,000 employees across 100 brand names. It dominates 45% of the chocolate segment in th

SMCI Company Overview: Supermicro, founded in 1993 and located in San Jose, California, is a global technology pioneer at the forefront of innovation in Enterprise, Cloud, HPC, AI, Accelerated Computing, and 5G Telco/Edge IT Infrastructure. The design philosophy of the organization follows a building blocks technique, resulting in first-to-market, best-in-class products. Supermicro, as a Total IT Solutions supplier, provides a comprehensive suite of environmentally friendly and energy-saving systems, including servers, storage, GPUs, networking, workstations, data center racks, cooling solutions, software, and professional services. Beyond technology, Supermicro is actively leading the liquid cooling workgroup at The Green Grid, an industry alliance focusing on improving data center effici

Valuation NEO currently trades at 4.9x EV/EBITDA, which is below their past 5-yr average of 6.0x •          Using lower end of management’s expected incremental revenues in the range of $135-160 million following the completion of Phase I of the Estonian REE sintered magnet manufacturing capacity in 2025 (just began construction) + Magnequench’s historical average EBITDA margin at around 13% + FY22 EBITDA (no growth in all other segments) + 6.0x EV/EBITDA yields 3-year TP of C$19.1, IRR of 28%. •          Assuming Phase II of the Estonian REE sintered magnet manufacturing capacity is fully operational by 2027 (doubles Phase I capacity) and with the same set of assumptions, this yields 5-year TP of C$2

1.     Executive Overview This memo outlines an investment opportunity in Miniso Group Ltd, a leading retail company. The aim of this executive summary is to give an overview of the company and its edges by discussing key factors that make it attractive.   Currently, the market size for the total retail industry will reach 254.3 billion dollars in 2026, with a CAGR of +4.4% from 2022 to 2026, and the self-owned brand of the retail market will increase to 86.8 billion in 2026, with a CAGR of +12.6%. After the pandemic, barriers to entry are higher than before, and differentiated products and brand effects lead to Miniso’s leading position. Compared to other competitors in the industry, Miniso possesses outstanding operating abilities in inventory turnover and debt p

A Diamond or a Fraud?   Executive Summary: This company is a great example of something that looks shiny on the outside which may also provide real value to customers but remain uninvestable in the lens of ESG. From a fundamental investment POV, it is a great franchise quality and possibly this stock could be a multi-bagger. However, there are many several things that I have seen that make me want to stay far away from it: (1) Possible Fraudulent Management (2) Equipment Ineffectiveness. I would provide a fundamental view and then end off with my perspective on ESG. Company Overview: InMode is supposedly a recognized leader in the specialist field of minimally invasive medical treatment solutions, with a questionable strong brand reputation and a growing global footprint. InMode has l

EXECUTIVE SUMMARY DUNT is an established and market leader in the doughnuts and coffee industry located in U.S that is looking to take advantage of the ever-increasing demand for baked goods and coffee. By utilizing their spoke and hub model, it is likely that DUNT will be able to expand its reach to customers worldwide without huge expenditures despite their less than stable financial position.   As such, the company is looking likely to continue growing and increasing their revenue, abet at a slower and steady rate due to their focus in strengthening their unrealized potential in the domestic first. Assuming they are able to ride on the CAGR of 10% growth for their doughnuts and maintain their position of market share in the coffee industry, using DCF, a target price of USD20.00, a

1.      Key Information 2.      Executive Summary Grab Holdings (NASDAQ:GRAB) is a leading superapp in Southeast Asia, providing everyday services to millions of Southeast Asians. The business is split into 4 main segments: Deliveries, Mobility, Financial Services and Enterprise and New Initiatives. Revenue from Deliveries and Mobility contribute to over 90% of the total revenue while Singapore and Malaysia remain the largest markets for the company accounting for over 50% of the total revenue. With a strong opportunity to capture a greater market share by riding the digital wave in SEA, a well-formulated hyperlocal strategy and continued investments in technology and infrastructure,  I initiate a buy recommendation for Grab. 3. &