In. Specter
AntonRecherche actions indépendante | Small & mid caps sous le radar | Analyses buy-side complètes en français — valorisation, management, red flags, scénarios
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 121 | Founded | a year ago | Last Issue | 5 days ago |
| Active | Language |  French | |||
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im2specter.substack.comLatest Issues
Zeta Global ($ZETA) — Q2 2026
Zeta Global vient de publier son meilleur trimestre depuis son introduction en bourse, et le marché a d'abord cru le contraire.
Zeta Global, qu’est-ce ?
Plusieurs fois présent dans nos watchlist du mois, revenons sur le busines...
Kratos Defense ($KTOS) — Q2 2026
Kratos vient de publier l’un de ses meilleurs trimestres depuis 2 ans. Un chiffre, caché au milieu du communiqué, mérite pourtant que l’on s’attarde un petit plus sur cette publication.
Kratos Defense, qu’est-ce ?
Kratos dévelo...
Sono-Tek, Analyse du Leader Mondial des Systèmes de Revêtement Ultrasonique
Imaginez une société qui vend une machine à plus de $200 000 pièce, opère dans l’un des segments les plus complexe de la précision industrielle, détient une position ultra dominante grâce à ses brevets et sa technologie développée depuis 19...
Qu'est-ce Qu'on Regarde Sur Les Marchés By Specter - (WL- 08/26)
Les entreprises que je scrute, la raison du pourquoi et les catalyseurs à venir sur ces titres.
Bonjour à tous,
NVE Corp ($NVEC) — Q1 2027
Analyse des résultats du Q1 2027 de NVE Corporation.
NVE Corporation vient de livrer son meilleur trimestre depuis des années, la question n'est plus de savoir si la croissance est revenue, mais si le marché ne l'a pas déjà entièrement pay...
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Recherche actions indépendante | Small & mid caps sous le radar | Analyses buy-side complètes en français — valorisation, management, red flags, scénarios
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