About this episode
- Strategy | ISPH recent rally could be the start of a next leg up if 2Q25 surprises to the upside
- COMI| Strong 2Q25 performance signals potential price re-rating
- CICH| Buy one get one free
- BONY| 1Q25 doesn’t change our view: a justified discounted entry, cashflow remains under watch
- IFAP | Short IFAP, long EFIC on unjustified valuation gap
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