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Joined March 2013
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Weāre excited to launch the new Simply Wall St brand today! š”ļø
Weāve evolved from a research tool into your Portfolio Command Center. Itās the result of years of work to build a single source of truth for investors to stay ahead of the curve.
Whatās changed?
āŖļø1/ The Complete Picture: Portfolio analysis and Narratives now integrate with our signature Company Reports.
āŖļø2/ Refined Visuals: A new palette and typography built for clarity.
āŖļø3/ Evolved Icons: A contemporary twist on our heritage bull and bear.
Although our look has changed, the mission stays the same: helping investors make smarter, more confident decisions.
See it for yourself: simplywall.st/
$SWS #Investing #FinTech #BrandLaunch #Portfolio
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Our community loves this Watchlist. Itās not about the defense names you already know.
Drones, counter-drone lasers, spy satellites, and battlefield software: 30 companies from 12 countries, with the usual giants left out on purpose. š§µ
7/ $PKE, by LunaRodas
Last, what goes inside. Park Aerospace makes composite materials for aircraft and missile programs. This Narrative checks managementās promises against delivery.
Author fair value: US$27.75
simplywall.st/community/narrā¦
8/8
Thatās five. The other 25 are waiting in the full Watchlist:
simplywall.st/community/userā¦
Kraken Robotics is one of the few that does, a small Canadian company that even supplies Andurilās underwater fleet.
Still, Kraken is steeped in negative free cash flows., and yet the company is valued at around CA$1.5 billion while turning over CA$109 million in annual revenue.
Read more on this here:
How drones are changing the world of business, not just battlefield
simplywall.st/article/how-drā¦
Is Adobe cooked or at 12x forward earnings most of the negatives are priced in?
Catch our analysis of the stock and comment below if you are bullish or bearish on $ADBE
Salesforce is cheap because the market thinks AI will clone its software. But what if the software was never the point?
Its moat is the data, 104 trillion customer records, the workflows, the system of record that a cloned app or a raw AI model starts with zero of.
In an agentic world, agents need somewhere trusted to act, and that's the data layer Salesforce owns.
Bank of America just flipped from sell to buy on exactly this logic, that AI makes companies more dependent on these platforms, not less. So the fear might be backwards.
Check out this narrative from emerging author Andrei Niculescu that pegs CRM's fair value at $300 a share:
simplywall.st/community/narrā¦
