Business
The Hopium Around The AI Narrative Is Fading
Vince Holding Corp.: Turnaround Story Continues – Cautious Buy
I run my own boutique law firm, focusing on investment transactions and disputes. Trained at top U.S. law schools and leading Wall Street law firms, I write here primarily to sharpen my own thinking and to engage with my followers. I endeavor to respond to any substantive comments on my articles. My goal is to identify potential 5–10 baggers at the small- and mid-cap stage through careful fundamental analysis of businesses, financials, and valuations. I focus on early-commercial-stage life sciences companies, insurers, homebuilders, and select consumer-facing businesses. I endeavor to use plain English and 5th grade math to explain my view on any specific stock. DISCLAIMER: I am not here to provide any investment or legal advice to anyone.
Analyst’s Disclosure: I/we have a beneficial long position in the shares of NVO either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
Seeking Alpha’s Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.
With over a decade of institutional investment experience, I specialize in identifying growth opportunities at the intersection of technological disruption and macro-thematic energy shifts. I’ve spent the majority of that time at a hedge fund here in Rotterdam, working my way up as an analyst. My work reflects rigorous standards as I myself have a very high standard as to what I invest my money in. My primary coverage spans the technology sector—with a focus on SaaS and cloud infrastructure—and the energy and minerals markets. I tend to be very data and trend driven in my work, analyzing unit economics and supply chain gaps among a number of other often overlooked areas in business and industries.I find these offer incredible growth opportunities and are also very fun to research and follow. It’s a very active space with plenty of news coming out each week. Work is my own thoughts and research is done only by myself.
Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
Seeking Alpha’s Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.
MBA with a focus Healthcare and Technology sectors.
Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
This article is intended to provide informational content and should not be viewed as an exhaustive analysis of the featured company. It should not be interpreted as personalized investment advice with regard to “Buy/Sell/Hold/Short/Long” recommendations. Financial models presented here, including DCF, rNPV, and scenario analyses, are illustrative tools based on the author’s assumptions and are highly sensitive to inputs; small changes can materially alter outputs. The predictions and opinions presented reflect a probabilistic approach, not absolute certainty. Efforts have been made to ensure accuracy, but inadvertent errors may occur. Readers are advised to independently verify information and conduct their own research. Investing in stocks involves inherent volatility and risk. Before making any investment decisions, it is crucial for readers to conduct thorough research and assess their financial circumstances. The author is not liable for any financial losses incurred as a result of using or relying on the content of this article.
Seeking Alpha’s Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.
Israel hasn’t said who its soldiers abused. Two Gaza mothers think it’s their son
McKesson: The Healthcare Supplier On My Buy List This Summer, As Growth Accelerates
- Thailand has attracted over $4.1 billion in electric vehicle investment across 198 projects, spanning battery production, vehicle assembly, components, and charging infrastructure. The Thailand Board of Investment reports commitments from manufacturers including BYD, Mercedes-Benz, Hyundai, and others, creating more than 16,000 jobs.
- The country’s policy supports hybrid and fully electric vehicles, with electrified models accounting for over 40% of new registrations in 2025. BOI-facilitated sourcing events have connected Thai suppliers with global automakers, generating an estimated $1.79 billion in projected domestic procurement value.
Thailand has secured over $4.1 billion (approx. 137 billion baht) in investment pledges across its electric vehicle (EV) supply chain, solidifying its position as Southeast Asia’s primary automotive manufacturing hub as global carmakers realign their production networks toward clean energy.
According to newly released data from the Thailand Board of Investment (BOI), the capital injection spans 198 projects, covering the entire ecosystem, including battery electric vehicles (BEVs), hybrid systems, battery manufacturing, critical components, and charging infrastructure.
The investment surge comes as global automakers diversify supply chains away from geopolitical hotspots and establish regional hubs in Southeast Asia.
Unlike regional competitors focusing solely on pure electric vehicles, Thailand’s policy framework supports a transition across all major propulsion technologies, including Hybrid Electric Vehicles (HEVs), Plug-in Hybrid Electric Vehicles (PHEVs), and BEVs.
This strategy is already paying off in the market. In 2025, electrified vehicles accounted for over 40% of all new vehicle registrations in Thailand, with HEVs leading at 21.8%, closely followed by BEVs at 19.6%.
The $4.1 billion investment pipeline is highly distributed, showing deep integration across the supply chain rather than top-level vehicle assembly alone:
• Battery EVs (BEVs): $1.18 billion (approx. 39.5 billion baht) across 18 projects, establishing an annual domestic production capacity of over 370,000 units.
• Hybrids (HEV & PHEV): Combined investments of $1.18 billion (approx. 39.3 billion baht) across 14 projects, capitalizing on Japanese automakers’ legacy hybrid technologies.
• Batteries & Energy Storage Systems (ESS): $1.00 billion (approx. 33.5 billion baht) across 57 projects, securing localized battery cell and pack manufacturing.
• Critical Components: $373 million (approx. 12.5 billion baht) across 49 projects, targeting high-value parts such as drive motors, battery management systems (BMS), and power control units.
• Charging Infrastructure: $292 million (approx. 9.8 billion baht) across 42 projects, funding over 22,900 charging stations nationwide, including more than 10,000 high-speed DC fast chargers.
This regulatory framework has pushed several major global automakers to localize production in Thailand. Mercedes-Benz Manufacturing pioneered local luxury BEV production in Thailand starting in 2022, followed by a major wave of Chinese EV manufacturers—including BYD, Great Wall Motor, SAIC Motor, and Aion—which established domestic assembly lines in 2024.
The momentum continued into 2025 as Changan Auto and EV Primus launched their respective manufacturing operations, culminating in the 2026 production rollouts by South Korea’s Hyundai Mobility and China’s Omoda & Jaecoo. These manufacturing investments have culminated in the creation of more than 16,000 local jobs.
The BOI has also facilitated joint ventures and matchmaking through 18 “Sourcing Day” events. These sessions have paired more than 800 qualified Thai parts manufacturers with multinational automakers, resulting in over 1,200 business matches. The BOI estimates these sourcing links will generate over $1.79 billion (approx. 60 billion baht) in domestic procurement value, transitioning traditional tier-1 and tier-2 suppliers into the high-tech EV supply chain.
Source : ○ BOI : The Board of Investment of Thailand
Other People are Reading
Investing wisely does not have to be rocket science. It is about discipline and running the numbers. You don’t have to be like a grandmaster chess player playing the game twenty moves ahead of your opponent, you just need to understand how the pieces work.
Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
Seeking Alpha’s Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.
Earnings Are A Figment Of Accountants' Imaginations. Exiting Equity Would Be A Mistake
Professional equity portfolio manager for a boutique buy-side asset manager.My focus is on finding high-quality companies, applying a disciplined approach to valuation and identifying underappreciated opportunities. My goal is to identify opportunities in cash-rich companies with strong balance sheets and shareholder friendly policies. I endeavour to incorporate a mix of quantitative and qualitative measures to identify opportunities in stocks. Long-only approach with a long-term investment focus.
Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
Seeking Alpha’s Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.
Dustin Baker’s Boldest Predictions for the 2026 NFL Season
Argentina vs Scotland Free Streams: How to watch Nations Championship 2026
The Paradox Of Online Financial Gurus
-
Fashion22 hours agoWeekend Open Thread: High Hopes
-
Tech7 days agoBluekit phishing kit adopts browser-in-the-middle for login theft
-
Tech7 days agoClaude Code turned every engineer into three. Now companies need more product thinkers
-
Crypto World5 days agoStrategy authorizes up to $1.25B in Bitcoin sales under new capital plan
-
Politics1 day agoThe House | “Reframing the debate from a binary discussion of winners and losers”: Yuan Yang reviews ‘We Are Not Machines’
-
News Videos6 days agoMAJOR BITCOIN & MARKET UPDATE!!!! (MUST WATCH ASAP!!!)
-
Tech5 days agoAnonymous researcher drops 0-day ‘exploitarium’ repo
-
Business5 days agoAustralia treasurer says alleged access of prime minister’s bank data ’incredibly concerning’
-
Business5 days agoThe AI boom won’t burst all at once. It will pop in ‘rolling bubbles’: Macquarie
-
Sports3 days agoBroncos roster: OL Ben Powers (No. 74) entering final year of contract
-
NewsBeat4 days agoPresenter Caroline Flack’s brother Paul Flack dies aged 55
-
Crypto World2 days agoBinance stock trading tops $1B in first month after launch
-
Tech7 days agoSilicon Valley paid to kill AI regulation, now it wants the rules back
-
NewsBeat2 days agoNew exhibition reflects five decades of movement between island of Ireland and GB
-
Crypto World3 days agoAlibaba-affiliate Ant Group enters the humanoid robot market with 12 deals
-
News Videos4 days agoHow to Build INSANE Live Financial Dashboards With Claude
-
Business3 days agoMeta Platforms Stock Jumps 7% Today as Bloomberg Reports Company Plans to Enter the Cloud Business
-
Business1 day agoWhat a 10 Percent Drop Means for Buyers, Sellers and Renters
-
Crypto World2 days agoBinance Re-Enters Philippines As EU MiCA Rules Restrict Access
-
Tech5 days agoThe attack that hijacked Claude Code came through Sentry. Datadog, PagerDuty, and Jira have the same exposure.
You must be logged in to post a comment Login