Simply Wall St

The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even companies that have no revenue, no profit, and a record of falling short, can manage to find investors. But as Peter Lynch said in One Up On Wall Street, 'Long shots almost never pay off.' Loss-making companies are always racing against time to reach financial sustainability, so investors in these companies may be taking on more risk than they should.

Update shared on 28 Aug 2026 US$135.00 4.3% overvalued intrinsic discount Have other thoughts on Space Exploration Technologies? Create your own narrative on this stock, and estimate its Fair Value using our Valuator tool. Disclaimer QuanD is an employee of Simply Wall St, but has written this narrative in their capacity as an individual investor. QuanD holds no position in NasdaqGS:SPCX. Simply Wall St has no position in any companies mentioned.

Eurozone private sector credit growth is reaching multi year highs, which points to households and businesses that are still willing to borrow and build. That kind of confidence can appeal to investors who consider founder led companies where leadership has skin in the game. This article highlights three stocks from our Founder Led Companies screener that focus on turning that commitment into long term compounding for a portfolio.

Ooma stock ripped higher, jumping 12.2% to about US$23 after its second quarter report, as investors reacted to a clean beat on the software communications story. The headline was clear. Revenue reached US$83.2m while non GAAP net income came in at US$10.2m, with adjusted earnings before interest, tax, depreciation and amortization at US$12.4m. That is the short term snapshot.

Strategy Inc. (NasdaqGS:MSTR) and other bitcoin treasury companies are facing pressure after an unwind of the recent crypto buying frenzy erased about US$80b in sector value. The sharp sector wide value loss is raising questions about the long term viability of business models that rely on large bitcoin holdings as core assets. Investors are reassessing how to value companies whose balance sheets are heavily tied to bitcoin following this broad pullback.

Fortinet (NasdaqGS: FTNT) announced that Fortinet Federal has achieved Cybersecurity Maturity Model Certification (CMMC) Level 2, confirming alignment with U.S. Department of Defense cybersecurity requirements. The certification supports Fortinet Federal's role in serving U.S. federal agencies and defense contractors that require audited controls for handling sensitive information.

In the second quarter of 2026, EMCOR Group reported earnings and revenue above expectations, driven by strong Mechanical Construction growth and mission-critical infrastructure work, while project mix created some margin pressure. The company also raised its full-year guidance and highlighted a record revenue backlog, underscoring sustained demand across data centers and other complex infrastructure projects.

Dolby Laboratories stock has lagged over the past few years, yet a fresh intrinsic value estimate using a Discounted Cash Flow (DCF) approach suggests the current share price may sit well below what its long term cash flows could justify. The share price is down about 31% over 5 years, which may interest investors looking at lagging stocks that could have a gap between price and underlying cash flow potential.

A surge of attention around Nvidia, Salesforce and CrowdStrike earnings, plus the reported US$12.9b Nvidia move for Hugging Face, has pushed AI infrastructure into the spotlight again. That story is not just about chip designers. It runs through transformers, cooling, backup power and the utilities that keep data centers online. This article walks through three stocks that screen well on quality and value, and explains how current AI enthusiasm and the latest Fed watch could matter for each one.

Eversource Energy comes into focus today with a mixed valuation picture. Over the past three years the stock has produced a total return that many utility investors would consider respectable, yet the intrinsic value work points to a premium while market based multiples lean the other way. Over the past three years, Eversource Energy has returned about 27.5% in total, which puts its recent shareholder experience ahead of many low growth income stocks.