Coca‑Cola FEMSA is the world’s largest franchise bottler of Coca‑Cola products operating across nine Latin American countries. How will the company navigate Mexico’s 2026 sugar‑tax headwinds? And can its wide economic moat sustain margins across both profitability and free cash flow?
Accenture is a global professional services firm that sits at the intersection of consulting, technology implementation and managed services. A cyclical slowdown in IT services and the AI driven ‘SaaSpocalypse’ has taken the share price down more than 60% from the 2021 peak. Can the company continue to generate strong free cash flow and position itself as the “reinvention partner” for the generative‑AI era?
Adobe is a perfect example of a broken growth stock, with the valuation smashed back down to pre-SaaS levels. Adobe has had to execute a major technology transition before, and now they need to do it again - but with greater uncertainty and no consistency in executive management. Is the market right to be terrified, or is there value here?
Broadcom is one of the better names in the “not NVIDIA” bucket. With a relatively capital-light model and more to the group than just frothy AI demand, the market has held this stock in high regard - and valued it accordingly. Is the sharp sell-off after recent results a buying opportunity, or is there still a case to be made for caution?
MercadoLibre is often called the “Amazon of LatAm” - and since the average American makes 41 online purchases per year vs. just 7 by the average Latin American, that’s a bullish comparison! But the emerging markets thrill ride carries a cost, as the recent trend in margins confirms. Is share price weakness an opportunity to invest in this long-term story, or will the lofty multiple unwind further?
With an ecosystem of 50 million Uber One members and 10 million drivers and couriers globally, Uber has created a multi-product marketplace converting cross-platform usage into cash flow. But with long-term threats to the economics like autonomous vehicle disruption, will Uber remain at the top of the e-hailing pile? And will an aggressive global push in existing services work out?
Tencent’s share price has been under pressure, dragging the Naspers/Prosus duo down with it. The market is worried about single-digit revenue growth relative to the trend in AI spend. But are these concerns overblown, creating a buying opportunity?
Eli Lilly is the stock that burst Novo Nordisk’s GLP-1 bubble. Having strongly rewarded investors who believed in that disruption, Eli Lilly now faces a tricky period of diminishing pricing power and a demanding valuation that assumes no missteps in the defense of market share. Is this phase of the GLP-1 story still attractive?
Alphabet has been the best of the Big Tech names in recent times, even outperforming NVIDIA over 12 months. Google Cloud has transformed from an ugly duckling into a swan, but the capex to make it happen is breathtaking. Has the AI market darling almost become a meme stock?
Intel has now beaten expectations for six consecutive quarters. The share price is up 314% in the past year and Intel is among the top performers in the S&P 500 year-to-date. This dog finally had its day. But is there more to come, or was this a case of a trade working out and needing to be closed?
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