Alexander I. Velasquez 1/26/26 Alexander I. Velasquez 1/26/26

Ubisoft: Cheap For A Reason As The Turnaround Clock Starts

Ubisoft (UBSFY) has hit a 5-year low following a massive strategic reset that canceled six games and withdrew profitability guidance. With a new "Creative House" model and 2.5 years of cash runway, is this a distressed value opportunity or a long-term value trap?

Alexander I. Velasquez 1/14/26 Alexander I. Velasquez 1/14/26

Virgin Galactic: Cash Runway Falls Short Of Its Commercialization Timeline

Is Virgin Galactic's ambitious 2026 commercial timeline realistic? This Q3 2025 analysis breaks down SPCE's $110M quarterly cash burn, impending liquidity gap, and the high risk of shareholder dilution before meaningful revenue arrives in 2027.