Primer: Linamar Corp (LNR CN) - Oct 2026
Linamar Corporation (LNR CN) is a diversified global advanced manufacturing powerhouse operating across two core pillars: the Mobility segment...
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Monday Delight: 01/09/25
Each week, I’ll share five intriguing investment ideas that recently caught my attention. These ideas are meant to spark your research and help...
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China Construction Machinery – Near-Term Recovery More Seasonal than Structural
Following a rally since early Feb, we believe the market has already priced in the upcoming recovery of machinery demand.
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A Look at How a Portfolio Composed of Our Top Five Innovators in Each Report Would Have Performed
Our datamining reports ranks companies within thematic based on innovation quality. We see strong outperformance in a portfolio built using the top...
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Rising Agri Prices Might Benefit Machinery and Seed Ecosystem. We Highlight the Dominant Innovators
AgTech innovations will be needed to alleviate the pressures in food system. We identify the leaders in Farm Machinery and Seed Genetics Technologies
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