Monday, September 15

Monday, September 15, 2025

Everything we published on this day.

4 stories

Kaspi trades at 7 times earnings while growing 40%, with its $1 billion Hepsiburada acquisition adding Turkish expansion risk.

Calvin Blissett Sep 15 1 click

Oracle’s $455 billion RPO and four-year cloud guidance position it as OpenAI’s primary infrastructure partner, while requiring major…

Fabricated Knowledge Sep 15

CoreWeave (CRWV) has risen 30% in a week and nearly 200% above its IPO price, becoming a focal point of the AI infrastructure bubble.

Kerrisdale Capital Sep 15 1 click

High-FCF-yield stocks can compound through dividends, buybacks and business growth without P/E expansion.

Base Hit Investing Sep 15