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CRM (Salesforce): the silent rebirth of a SaaS giant – is the market finally realizing what’s happening?

CRM (Salesforce): the silent rebirth of a SaaS giant – is the market finally realizing what’s happening?

by Oswald MANEGDO ARIELLE SAWADOGO | Jan 15, 2026 | Market News

Salesforce Inc is no longer the undisciplined growth stock it was in 2021–2022. Over the past two years, the company has undergone a major strategic transformation: cost discipline, focus on profitability, massive cash generation, and direct returns to shareholders....
COST: The Retail War Machine the Market Buys Without Hesitation

COST: The Retail War Machine the Market Buys Without Hesitation

by Oswald MANEGDO ARIELLE SAWADOGO | Jan 15, 2026 | Market News

(Ultimate quality or excessive confidence?) Costco Wholesale Corp is not your typical retailer. It operates a nearly unique business model, built on massive volumes, intentionally low margins, exceptional customer loyalty, and uncompromising operational discipline. At...
CAT: The Industrial Giant at the Heart of Global Megacycles (Solid Pillar or Cycle Peak?)

CAT: The Industrial Giant at the Heart of Global Megacycles (Solid Pillar or Cycle Peak?)

by Oswald MANEGDO ARIELLE SAWADOGO | Jan 12, 2026 | Market News

Caterpillar Inc is far more than a machinery manufacturer. CAT is a leading indicator of the global economy, with direct exposure to infrastructure, energy, mining, and heavy construction cycles. At $625, the market prices Caterpillar as a premium cash-generating...
BRK-B: The $1 Trillion Giant the Market Still Underestimates (Why Sitting on the Sidelines Could Be Costly)

BRK-B: The $1 Trillion Giant the Market Still Underestimates (Why Sitting on the Sidelines Could Be Costly)

by Oswald MANEGDO ARIELLE SAWADOGO | Jan 12, 2026 | Market News

Berkshire Hathaway Inc is neither a tech stock nor a traditional growth play. It is a capital-compounding machine, unique in market history, built around a portfolio of operating businesses, massive financial assets, and legendary capital discipline. At $499, BRK-B...

BRK-A: Wall Street’s Ultimate Financial Fortress

by Oswald MANEGDO ARIELLE SAWADOGO | Jan 2, 2026 | Market News

Why Berkshire Hathaway remains the “anti-fragile” asset the market still underestimates Berkshire Hathaway Inc. (BRK-A) is not your typical stock.It’s a capital structure, a real cash flow aggregator, and a one-of-a-kind capital allocation machine. At $744,120 per...
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