🌍 A collection of independent global equity market research, ideas and ongoing commentary by The Stoic Investors. This includes coverage of investments we find interesting, ongoing commentary and updates about individual companies, and in-depth analysis of trends, emerging themes and markets in general.
Big River Industries Limited (ASX:BRI) and its subsidiaries are involved in the manufacture, distribution, and retail of timber products and building supplies in Australia and New Zealand. It is a small-cap deep value stock with the potential to benefit from the growing construction industry in Australia and as a result an increase in the multiple.
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💹 A quick look at the Uranium Bull Run and my two cents… The Uranium Bull Run continues… The Uranium Bull Run has seen prices significantly grow over the past year, reaching new highs in 2024. This surge has been driven by renewed interest in nuclear power as a solution to the world’s increasing energy… Continue reading
Firstly, I don’t know if Artificial Intelligence is a giant bubble waiting to 💥. The world of Artificial Intelligence is evolving rapidly, with significant growth seen in companies like Nvidia and other tech giants in the AI industry. This has led to concerns about the possibility of a market bubble forming. The AI industry’s expansion… Continue reading
