Capcom: Earnings Are Growing Even Before The Big Releases
Capcom’s "compounder" model reached new heights in Q3 2026, with catalog sales hitting record unit totals. Ahead of Resident Evil Requiem, our updated valuation implies 38% upside for this high-margin IP powerhouse.
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?
Wix: The Market Is Overreacting To Margin Pressure
Wix (WIX) is trading at a 36% discount as the market overreacts to temporary AI margin pressure from Base44. Learn why record free cash flow and a Q3 2025 earnings beat signal a high-quality "Buy" opportunity for long-term investors.
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.
Sega Sammy Vs. Take-Two Interactive: When Lower Valuation Meets Higher Expectations
Should you bet on Sega Sammy’s deep value or Take-Two’s GTA VI growth engine for 2026? Compare Q2 earnings, EV/EBITDA valuations, and capital efficiency metrics to find the best risk-reward profile in gaming stocks today.
Niagen Bioscience: Why Discipline Matters In A Crowded Supplement Market
Niagen Bioscience stock analysis examining Tru Niagen demand, cash flow strength, disciplined capital allocation, and long-term risks in the competitive NAD+ supplement market.