Amer Sports (AS) Investment Analysis: Global premium sports & outdoor house of brands (Arc’teryx, Salomon, Wilson) — high growth after 2024 NYSE listing; 2025 guidance raised※ Amer Sports (AS) is a global consumer company owning high-end outdoor and sports brands such as Arc’teryx, Salomon, and Wilson. After listing on the NYSE in February 2024 (ticker AS, IPO price $13), it delivered strong 1Q ..
Pattern Group (PTRN) Investment Analysis: AI- and data-driven e-commerce accelerator — NASDAQ listing in September 2025※ Pattern Group (NASDAQ: PTRN) is an e-commerce accelerator that drives brand growth across marketplaces such as Amazon, Walmart, eBay, and TikTok Shop by integrating data science, pricing/demand algorithms, advertising, and logistics. It listed on NASDAQ in September 2025 (IPO ..
Enigmatig (EGG) Investment Analysis: A one-stop consultancy for cross-border licensing, entity setup, and regulatory support — listed on NYSE American in 2025※ Enigmatig (NYSE American: EGG) is an international business consulting firm that supports cross-border licensing, regulatory compliance, legal entity formation/maintenance, and corporate expansion. Building on operations that began in 201..
Pelthos Therapeutics (PTHS) Investment Analysis: ZELSUVMI™ Commercialization in Full Swing—Tug-of-War Between the NO Platform and Single-Product Risk※ Pelthos Therapeutics (NYSE American: PTHS) is a dermatology biotech that launched ZELSUVMI™ (berdazimer 10.3%) in the U.S. in July 2025 for molluscum contagiosum. With the merger with Channel Therapeutics and a $50.1M private placement, the compan..
APLD Investment Analysis: Compute-infrastructure play targeting growth leverage with AI/HPC data centers and an “asset-light hosting” model※ Applied Digital (APLD) provides next-gen data center design/operations and hosting/cloud services tailored to AI/HPC workloads. By optimizing power procurement, cooling, and server density, it secures unit-cost advantages and boosts revenue visibility throu..
LGCB Investment Analysis: Japan-headquartered “cross-border e-commerce” platform spanning operations, marketing, and training※ Linkage Global (LGCB) provides integrated cross-border e-commerce services—store operations outsourcing, digital marketing, and education/software support—from a Japan hub. In 2025, key share-price drivers are demand across China/Japan/Hong Kong, marketing budget executi..
RYOJ Investment Analysis: An ultra-microcap targeting workplace well-being via combined labor consulting and mental-health services※ rYojbaba (NASDAQ: RYOJ) is a Japan-based company providing labor/enterprise consulting and health services related to job stress. It completed a NASDAQ IPO in 2025 (≈US$5M). Alongside regulation, demand cycles, and operating leverage, ultra-microcap liquidity and f..
COOT Investment Analysis: Small-cap food-ingredients play riding reopening & reshoring with “chemical-free, Non-GMO” edible oils and a canola supply chain※ Australian Oilseeds Holdings (COOT) manufactures and sells chemical-free, Non-GMO, sustainable edible oils (canola, sunflower, soybean, etc.). In 2025, key share-price variables include Nasdaq compliance management, China/Asia demand shifts, ..
※ Greenwave Technology Solutions (GWAV), through subsidiary Empire Services, operates metal-recycling facilities (including auto shredders) in Virginia, North Carolina, and Ohio. Key 2025 variables: potential benefit from U.S. steel import tariffs, commercial ramp of a second shredder, raised revenue guidance, and Nasdaq compliance/reverse split items. 😅 📖 Company OverviewBusiness model: Sourc..
※ PMGC Holdings (ELAB) originated from Elevai Labs and shifted to a holding-company structure, pursuing bio/medical & beauty, precision manufacturing, and special-situations investing (PMGC Capital) with an M&A-driven growth strategy. In 2025 the company has been stacking deals—packaging/manufacturing acquisition closed, aerospace CNC LOI, precision-systems acquisition (8-K)—to expand a non-dilu..
