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Wiring the future: how Nexans is cashing in on the electrification boom
If you’ve ever wondered what keeps the world’s lights on, factories humming and data centers running, the answer is often hidden in plain sight: cables.
Jun 23
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Asymmetric Edge
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Daniel's Deep Dive
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Wiring the future: how Nexans is cashing in on the electrification boom
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Add to your watchlist #4: Monolithic Power Systems
Every week, I hunt through global markets looking for companies that make me take notice.
Jun 22
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Asymmetric Edge
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Add to your watchlist #4: Monolithic Power Systems
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1
The infrastructure monopoly trading at 8x earnings
There is a remarkable opportunity sitting quietly in South America's energy infrastructure sector.
Jun 21
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Asymmetric Edge
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The infrastructure monopoly trading at 8x earnings
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How I make money while waiting for my favorite stocks to get cheaper
A smart way to turn waiting into earning
Jun 18
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Asymmetric Edge
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How I make money while waiting for my favorite stocks to get cheaper
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3
Add to your watchlist #3: Exelixis
Every week, I hunt through global markets looking for companies that make me take notice.
Jun 15
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Asymmetric Edge
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Add to your watchlist #3: Exelixis
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The coal stock that defies the odds
A contrarian take on a sector that many investors are overlooking
Jun 13
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Asymmetric Edge
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The coal stock that defies the odds
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Add to watchlist #2: Atlas Copco AB
Each week I dive into global markets and share some stock ideas that catch my eye.
Jun 8
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Asymmetric Edge
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Add to watchlist #2: Atlas Copco AB
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The hidden Belgian company behind every sports replay you have ever watched
How this company controls global sports broadcasting
Jun 6
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Asymmetric Edge
16
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The hidden Belgian company behind every sports replay you have ever watched
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Asymmetric Healthcare Portfolio: up 2.70% in May 2025! 📈
Asymmetric Healthcare Portfolio started in the middle of the month and already delivered 2.70% increase in value. 📈
Jun 2
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Asymmetric Edge
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Asymmetric Healthcare Portfolio: up 2.70% in May 2025! 📈
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Asymmetric Commodity Portfolio: up 12.47% in May 2025! 💰📈
Asymmetric Commodity Portfolio has seen a stunning performance: 12.47% increase in value in May.
Jun 2
•
Asymmetric Edge
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Asymmetric Commodity Portfolio: up 12.47% in May 2025! 💰📈
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Asymmetric Energy Portfolio: up 4.64% in May 2025! 💰📈
Asymmetric Energy Portfolio is riding high this month.
Jun 2
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Asymmetric Edge
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Asymmetric Energy Portfolio: up 4.64% in May 2025! 💰📈
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May 2025
Add to watchlist #1: Campine NV
Cash, growth and recycling: why Campine NV should be on your radar
May 31
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Asymmetric Edge
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Add to watchlist #1: Campine NV
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