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X-FAB Silicon Foundries: The Analog Foundry Powering Electric Dreams
Quiet Power: How X-FAB Became the Go-To Foundry for the Analog Backbone of Modern Industry
Apr 8
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Moat Mind
8
Axcelis Technologies: The Silent Powerhouse Driving the Semiconductor Revolution
How Axcelis is Carving a Niche in Ion Implantation and Securing Its Place at the Heart of the Digital and Electrified Future
Apr 6
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Moat Mind
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2
This Stock Loves Volatility—Up 50% and Still Undervalued
In this deep dive, we explore how Flow Traders profits from panic, operates behind the scenes of global markets, and quietly crushed benchmarks by…
Apr 2
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Moat Mind
17
2
Jet2 PLC: A Deep Dive into the UK’s Leisure Travel Powerhouse
How Jet2 Quietly Became the UK’s Most Trusted Holiday Brand — And Why Its Business Model May Be One of the Most Underappreciated in European Aviation
Mar 27
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Moat Mind
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2
Are Luxury Catamarans Your Next Portfolio Anchor? Catana Group Deep Dive and Valuation
A Family-Owned Luxury Catamaran Builder Delivering 10-Year Revenue CAGR of 20%, EPS Growth of 38%, and Trading at Only 4.5x P/E—Combining Dividends…
Mar 22
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Moat Mind
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10
B&M European Value Retail S.A. (BME.L) – In-Depth Analysis and Valuation
B&M European Value Retail: A High-Margin UK Discount Giant Trading at a Bargain—Deep Dive into Financial Strength, Competitive Moat, and Growth…
Mar 11
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Moat Mind
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GigaCloud Technology (GCT) Deep Dive and Valuation
GigaCloud Technology (GCT): A Deep Dive into Its Business Model, Financial Strength, and Competitive Edge for Value Investors
Mar 6
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Moat Mind
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3
Crocs (CROX) Valuation: DCF & IRR Analysis (+ Google Sheets Model)
Crocs (CROX) Valuation: 17.6% IRR Potential & DCF Upside of 22% to 202% – Investment Case Breakdown
Feb 26
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Moat Mind
6
Crocs Inc.: Stepping Boldly Into the Future of Casual Footwear
From Iconic Clogs to Global Trailblazer: Redefining Comfort, Innovation, and Market Leadership in Casual Footwear
Feb 17
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Moat Mind
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X-FAB’s Moat: Competitive Advantages in the Specialty Semiconductor Foundry Market
Navigating the Niche: X-FAB’s (XFAB.PA) Edge in the Specialty Semiconductor Landscape
Feb 3
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Moat Mind
4
Short Review: Watches of Switzerland Group (WOSG)
A Quick Pitch for Watches of Switzerland Group (WOSG)
Dec 1, 2024
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Moat Mind
8
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