Mont Blanc Research

ams OSRAM (Short Read)

Turnaround Story Backed With Photonics Tailwind

Mar 29 • Mont Blanc Research

23

Red Cat Holdings (Q4'25 Earnings Review)

Year of Record Q4 Revenue and Massive Manufacturing Scale-Up

Mar 24 • Mont Blanc Research

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ZETA: Q4'25 Earnings Review

Zeta Global Delivered Its 18th Consecutive Beat-and-Raise Quarter, Guides to GAAP Profitability in 2026.

Mar 2 • Mont Blanc Research

24

February 2026

DraftKings (DKNG) Sniff Test: The Profitability Paradox

Ticker: DKNG | Sector: Consumer Cyclical (Gambling) | Market Cap: ~$11B

Feb 16

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SaaS Is Not Dead (Thematic)

AI-driven pessimism has compressed SaaS multiples to levels that underestimate moat durability and long-term cash flows.

Feb 9 • Mont Blanc Research

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December 2025

Red Cat Holdings (Long Thesis)

Future of warfare: Unmanned systems

Dec 5, 2025 • Mont Blanc Research

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November 2025

Basket of Stocks: Planned Japanese Investments in the US

Japan has pledged to donate around $550 billion in the U.S. as a part of the recent trade deal. Here is the basket of stocks benefiting from this…

Nov 12, 2025 • Mont Blanc Research

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Commerce Resources Corp. (TSXV: CCE / OTC: CMRZF)

High Beta Rare Earths Play in Canada

Nov 1, 2025 • Mont Blanc Research

4

October 2025

Zeta Global Holdings (ZETA) - Everything You Need To Know About Why Its A Buy

How Zeta’s AI-Driven Marketing Platform Is Quietly Building a Moat in the MarTech Landscape

Oct 30, 2025 • Mont Blanc Research

5

France in need of a Sixth Republic

Institutional fatigue and fiscal drift are reshaping France’s political economy and creating investment opportunities

Oct 21, 2025 • Mont Blanc Research

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Infleqtion (CCCX) - Quantum Computing BUY

How to play the Quantum Computing Theme

Oct 10, 2025 • Mont Blanc Research

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Weekly Economic Calendar

Key Macroeconomic & Earnings Events to Watch This Week

Oct 6, 2025 • Mont Blanc Research

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