I built a DCF and trading comps model on Wise to answer one question: is the recent pullback a sign Wise is catching up on costs, or deliberately investing for the long-term? I break down what’s really driving the headline take-rate compression, why non-cross-border revenue (and net interest on customer balances) is becoming more important, and how I fade that interest tailwind into 2030

This note breaks down what’s happening across the income statement and the operating metrics and why the take-rate cut matters so much.

Despite Lightbridge Corporation's recent price weakness, its strong fundamentals signal potential for a turnaround. With solid liquidity, advancing technology, and strategic collaborations, such as the recent partnership with Centrus Energy, the company presents an attractive opportunity for investors seeking long-term growth.

Major oil companies, including ExxonMobil and Chevron, achieved significant profits in 2023 despite California's restrictions, taxation, and...

“The most valuable commodity in the world today remains clean energy that can be depended on in every hour of every day, and no U.S. company is better positioned to deliver on that promise than...