AI Bubble Burst: Tech Operating Cash Flows Could Be Massively Inflated

Operating cash flows for tech companies associated with the AI theme, and particularly the hyperscalers, could be massively ...

Trust, Scale And AI Businesses: A Three-Pillar Framework

This pillar is the capability that resets the cost, speed or scale frontier—a new payment rail, a matching algorithm or an ...
The Manila Times

Compass Diversified Announces Amendments to Management Services Agreement Reducing Management Costs and Further Strengthening Shareholder Alignment

Reduces fixed economics paid to CODI's external manager from the current 2.00% base management fee to 1.375% at current Adjusted Net Assets levels, with 1.25% paid as a base management fee and 0.125% ...
The Financial Express

Can CarTrade Tech surge 42%? UBS initiates coverage, bets on asset-light business model

UBS sees 42% upside in CarTrade Tech as OLX India monetisation, an asset-light model and margin expansion power its bullish ...

Black Bear Value Partners Q2 2026 - Top 5 Businesses We Own

While housing activity remains near cyclical lows, we believe Builders FirstSource should be able to sustain this level of ...

Private equity is back in India's school business. Here's why.

Private equity firms are returning to India's K-12 school sector, chasing resilient cash flows and consolidation ...

Why Delta trades less like an airline and more like a loyalty business

Delta Air Lines (DAL) did not just report a strong travel quarter. Delta Air Lines beat June-quarter estimates, maintained its full-year forecast, and boosted its dividend as it absorbed the largest ...