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Companies

Companies, taken apart to the mechanism that drives them.

Analyses of individual companies, always built in the same order: where the company comes from, who founded it, how it really makes money and what could break its mechanism. From chips to defence, from luxury to biotech: the story first, then the numbers.

Latest analysis

A phone resting on a wooden desk with the AppLovin logo on its black screen; behind it, out of focus, a laptop showing a car video game at sunset, a plant and headphones

AppLovin: the worst stock in the S&P 500 is making more profit than ever

From a sale to a Chinese fund blocked by Washington to the AXON engine: how AppLovin became a profit machine, and why in 2026 it was the worst stock in the S&P 500.

APP11 min

23 analyses published

Chips and data centres

AMD · ASML · Broadcom · Marvell Technology · Oracle Corporation · SanDisk · TSMC · Vertiv

Defence

Anduril Industries · Avio · Leonardo · Palantir Technologies · Rheinmetall

Consumer and luxury

Coca-Cola · Ferretti · LVMH

Other sectors

Amplifon · AppLovin · Bending Spoons · Moderna · Newcleo · Novo Nordisk · Take-Two