Managing Partner, VRS (Valuation & Research Specialists)

VRS (Valuation & Research Specialists)

Managing Partner

Valuation & Research Specialists (VRS) is a boutique financial advisor with more than 17 years of experience in Corporate Valuation and Finance, and a diversified client base including some of the largest Companies in Greece.

Since 2002, VRS has completed more than 200 engagements in the areas of business valuation and financial analysis for more than 100 clients in a wide range of industries.

VRS has been honored to work with small and large private and publicly traded companies in Europe and overseas.

Boutique Financial Advisor

Equity Bottom-Up

<ul><li>NVIDIA Corporation is a computing infrastructure company that provides graphics, computing, and networking solutions across the United States, Singapore, Taiwan, China, Hong Kong, and other in- ternational markets.</li><li>The Company's shares have been listed in the Nasdaq Composite stock market index since January 22, 1999, and are included among the companies with the highest market capitalization globally.</li><li>Additionally, Nvidia’s shares are included in several national indices, such as S&amp;P 500, Dow Jones, NASDAQ-100, and DJ Semiconductors. In May 2024, Nvidia Corporation announced a ten-for-one stock split.</li></ul>

NVIDIA Corporation is a computing infrastructure company that provides graphics, computing, and networking solutions across the United States, Singapore, Taiwan, China, Hong Kong, and other in- ternational markets.The Company's shares have been listed in the Nasdaq Composite stock market index since January 22, 1999, and are included among the companies with the highest market capitalization globally.Additionally, Nvidia’s shares are included in several national indices, such as S&amp;P 500, Dow Jones, NASDAQ-100, and DJ Semiconductors. In May 2024, Nvidia Corporation announced a ten-for-one stock split.

NVIDIA CORPORATION Common Stock - June 4, 2025

Research from Water Tower Research, Water Tower Research

Water Tower Research

Research from Water Tower Research

Water Tower Research is a leading equity research firm that provides research on micro, small and mid cap companies.

Water Tower Research was founded by Wall Street veterans after witnessing a fundamental shift in the investment research industry with the result being a declining knowledge base among investors, a lack of awareness and a shrinking pool of fundamental research being conducted on companies across the small-cap and micro-cap spectrum. The same issues are now increasingly occurring in the mid-cap space. This sea change within the investment community is impacting not only the companies themselves but also current shareholders and potential investors. With significantly less active sell-side sponsorship by Wall Street, a substantial information gap has developed between companies and various constituents in the financial community. The net result is fewer channels for insight and information to flow between companies and investors.

Equity Research Firm

Thematic (Sector/Industry)

<ul><li>This month’s AI landscape reveals a market at an inflection point, with record infrastructure commitments colliding with growing bubble anxiety. </li><li>Meta’s staggering $600-billion US buildout plan and Anthropic’s $50-billion data center announcements underscore that the compute arms race is accelerating, not cooling.</li><li>Yet caution signals are flashing, as CoreWeave trimmed its full-year guidance despite strong 3Q results, while Nvidia, CoreWeave, and Nebius Group all saw pressure on their stocks. </li></ul>

This month’s AI landscape reveals a market at an inflection point, with record infrastructure commitments colliding with growing bubble anxiety. Meta’s staggering $600-billion US buildout plan and Anthropic’s $50-billion data center announcements underscore that the compute arms race is accelerating, not cooling.Yet caution signals are flashing, as CoreWeave trimmed its full-year guidance despite strong 3Q results, while Nvidia, CoreWeave, and Nebius Group all saw pressure on their stocks. 

AI Flow Newsletter : Monitoring The "Currents" Of AI

<div><ul><li>Strong Nvidia beat reinforces strength in demand environment for AI. </li><li>Nvidia’s 3QFY26 results materially exceeded consensus expectations, with revenue of $57.0 billion (+22% Q/Q, +62% Y/Y) versus Street estimates of ~$54.9 billion and adjusted EPS of $1.30 versus Street estimates of $1.25.</li><li>Data center revenue of $51.2 billion handily surpassed consensus of ~$49.0 billion, accounting for 90% of total revenue and underscoring sustained enterprise AI adoption.</li></ul></div>

Strong Nvidia beat reinforces strength in demand environment for AI. Nvidia’s 3QFY26 results materially exceeded consensus expectations, with revenue of $57.0 billion (+22% Q/Q, +62% Y/Y) versus Street estimates of ~$54.9 billion and adjusted EPS of $1.30 versus Street estimates of $1.25.Data center revenue of $51.2 billion handily surpassed consensus of ~$49.0 billion, accounting for 90% of total revenue and underscoring sustained enterprise AI adoption.

Nvidia Earnings Read-Across; Now for Something (Very) Different!

Managing Director, Golden Section Capital

Garreth Elston

Managing Director

Golden Section Equity Research

Golden Section Capital

Golden Section Capital is a private international investment, specialist independent equity research, and corporate finance consulting services provider focussing on real estate and infrastructure. 

Paid for corporate research on Real Estate and Infrastructure companies. Plus independent pieces on various real estate companies and themes.

<ul>
<li>The South African listed property sector extended its recovery through October, supported by stabilising inflation, a softer global rate backdrop, and renewed capital inflows into income-yielding assets.</li>
<li>The J803 All Property Index delivered an 8.13% total return for the month, bringing year-to-date gains to 21.11%</li>
<li>Sector breadth remains the strongest in over two years, with 26 of 40 counters posting positive returns.</li>
</ul>


The South African listed property sector extended its recovery through October, supported by stabilising inflation, a softer global rate backdrop, and renewed capital inflows into income-yielding assets.
The J803 All Property Index delivered an 8.13% total return for the month, bringing year-to-date gains to 21.11%
Sector breadth remains the strongest in over two years, with 26 of 40 counters posting positive returns.


LiDAR Technology Leader with Proven Technology, Tier 1 Partners, and a Capital-Light Business Model

United States

NVIDIA Corporation designs, develops, and markets three dimensional (3D) graphics processors and related software.  The Company's products provide interactive 3D graphics to the mainstream personal computer market.

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NVIDIA Corp (NVDA US)

NVIDIA CORPORATION Common Stock - June 4, 2025

NVIDIA Corporation is a computing infrastructure company that provides graphics, computing, and networking solutions across the United States,...

VRS (Valuation & Research Specialists)

Nvidia Earnings Read-Across; Now for Something (Very) Different!

Nvidia’s 3QFY26 results materially exceeded consensus expectations, with revenue of $57.0 billion (+22% Q/Q, +62% Y/Y) versus Street estimates of...

Water Tower Research

SA Listed Property Review - October 2025

The South African listed property sector rebounded in October with strong returns and increased investor interest in income-yielding assets.

Golden Section Capital

LiDAR Technology Leader with Proven Technology, Tier 1 Partners, and a Capital-Light Business Model

KEY POINTS AEye is the global leader in adaptive, high-performance LiDAR solutions. Its software-driven LiDAR platform (4Sight Foundation), and...

Water Tower Research

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NVIDIA CORPORATION Common Stock - June 4, 2025

NVIDIA Corporation is a computing infrastructure company that provides graphics, computing, and networking solutions across the United States,...

VRS (Valuation & Research Specialists)

AI Flow Newsletter : Monitoring The "Currents" Of AI

This month’s AI landscape reveals a market at an inflection point, with record infrastructure commitments colliding with growing bubble anxiety.

Water Tower Research

Nvidia Earnings Read-Across; Now for Something (Very) Different!

Nvidia’s 3QFY26 results materially exceeded consensus expectations, with revenue of $57.0 billion (+22% Q/Q, +62% Y/Y) versus Street estimates of...

Water Tower Research

SA Listed Property Review - October 2025

​The South African listed property sector rebounded in October with strong returns and increased investor interest in income-yielding assets.

Golden Section Capital

LiDAR Technology Leader with Proven Technology, Tier 1 Partners, and a Capital-Light Business Model

KEY POINTS AEye is the global leader in adaptive, high-performance LiDAR solutions. Its software-driven LiDAR platform (4Sight Foundation), and...

Water Tower Research

The South African listed property sector rebounded in October with strong returns and increased investor interest in income-yielding assets.