Let's Find Opportunities Overseas
Tag: ValueInvesting
Can Carrefour Replace Checkout Lines with Bull Runs? Investors Hope So
Carrefour (CRRFY) isn’t just where you grab cheese, wine, and a pack of discount batteries. It’s a global grocery titan with 11,000+ stores, strong free cash flow, a 7% dividend yield, and bold bets in Latin America. But is it a shopper’s delight—or just another cart with a wobbly wheel?
Teva Pharma: The Funds Believe. Should You?
Hedge fund legend Stanley Druckenmiller just upped his stake in TEVA by 65%—and he’s not alone. With 9 straight quarters of growth, rising biosimilar momentum, and a “Pivot to Growth” strategy in motion, Teva might finally be ready for its rerating. We still like the sandals, but the stock may be worth more than a hike.
Coupang (CPNG): Another $37 Million Says... This E-Commerce Giant Isn’t Done Yet
Insiders and hedge funds are piling into Coupang (CPNG)—the Amazon of South Korea—but is it a smart buy or just an expensive gamble? With soaring revenue, strong growth in Eats, Play, and Fintech, and no debt, the company looks solid. But with thin margins, political unrest, and a sky-high P/E of 290, is the stock's future as promising as it seems? 🤔🚀