Featured·AI
Agentic AI in Production: Why 46% of POCs Never Ship
Nearly half of AI proofs of concept die before production. The four pillars we used to ship a regulated agentic platform at Roche, live from AWS Summit Zurich.
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Finance·
AGNC at 1.25x Book: A Mortgage REIT, Priced
AGNC yields ~13% and trades at 1.25x book. But a mortgage REIT is not a normal stock. Here is why P/E and DCF lie, and what price-to-book really tells you.
Finance·
American States Water: The Dividend King Priced Above the Street
AWR has raised its dividend 70+ straight years, the longest streak in US utilities. At $83.18 the Street values it at $76.50. Is the premium earned?
Finance·
ASML at €1,526: The EUV Monopoly Priced for Perfection
ASML earns a 39% ROIC and prints €11B of free cash on a real monopoly. At €1,526 the price implies ~22% FCF growth for a decade. Can the numbers clear that bar?
Finance·
Boeing at $232: A Turnaround You Price on Recovery
Boeing swung from a $11.8B loss to profit and a record $89.5B in sales in one year. At $232, trailing P/E of 92x is a trap. Here's how to value a recovery.