About this episode
- Strategy| COMI can easily jump 5% just to recoup June-to-date losses and this could be the start of a 12M gain of 50%
- VALU| Investor-fueled rally may overrun fundamentals
- ATLC| Expanding opportunities in factoring and mortgage amidst leasing maturity
- OLFI| Management reaffirms growth plans and strong FY25 outlook
- ORWE management call | Near-term headwinds temper outlook, strategic investments and US focus could unlock value
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