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Tutor Perini Corporation (TPC)

Mkt Cap: $3.6B Div: 0.36% Rev CAGR: -2.3%

Tutor Perini Corporation, founded in 1894 and headquartered in Sylmar, California, has spent 130 years building America's infrastructure. What makes this moment different is not the company's age but its transformation from a capital-intensive, risk-exposed general contractor into a selective, high-margin infrastructure specialist operating in a seller's market. The company generates revenue through three segments: Civil (public works like highways, bridges, and tunnels), Building (specialized...

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LCI Industries (LCII)

Mkt Cap: $2.8B P/E: 15.4 Div: 3.98% Rev CAGR: -5.8% NI CAGR: -20.8%

LCI Industries, founded in 1956 by Larry Lippert and headquartered in Elkhart, Indiana, has evolved from a regional RV chassis manufacturer into the dominant supplier of engineered components across outdoor recreation, transportation, and building products. The company makes money through two distinct but synergistic channels: supplying original equipment manufacturers (OEMs) with critical components like chassis, appliances, and suspension systems, and serving the aftermarket through retail...

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Peloton Interactive, Inc. (PTON)

Mkt Cap: $2.8B Rev CAGR: -11.4% NI CAGR: -65.2%

Peloton Interactive, founded in 2012 and headquartered in New York City, pioneered the connected fitness category by combining premium hardware with instructor-led content and a deeply engaged community. The business model is straightforward: sell high-margin exercise equipment (bikes, treadmills, rowers) and attach a recurring subscription revenue stream that delivers live and on-demand classes. This flywheel worked spectacularly during the pandemic, when home fitness became essential and...

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Tapestry, Inc. (TPR)

Mkt Cap: $22.7B P/E: 83.8 Div: 1.45% Rev CAGR: 1.6% NI CAGR: -40.2%

Tapestry, Inc., founded in 1941 as Coach and headquartered in New York, has evolved from a single-brand leather goods maker into a curated house of iconic accessories brands. The company generates revenue through three channels: direct-to-consumer (DTC) sales from 945 Coach stores and e-commerce platforms, wholesale distribution to department stores and specialty retailers, and licensing agreements. This multi-channel approach serves the accessible luxury segment—what Coach's CEO calls the...

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Woori Financial Group Inc. (WF)

Mkt Cap: $13.8B P/E: 6.5 Div: 4.84% Rev CAGR: 9.6% NI CAGR: 6.7%

Woori Financial Group, founded in 1899 in Seoul, South Korea, spent its first 120 years as a traditional commercial bank before embarking on a radical transformation. This matters because the company's deep historical roots created an extensive physical network of 768 branches and 4,296 ATMs that now serves as a defensive moat against digital-only competitors. Unlike fintech startups that must build customer trust from scratch, Woori's century-old brand translates into pricing power and...

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YPF Sociedad Anónima (YPF)

Mkt Cap: $14.5B P/E: 4.4 Rev CAGR: 12.6% NI CAGR: 348.7%

YPF Sociedad Anónima, incorporated in 1977 and headquartered in Buenos Aires, has spent nearly five decades as Argentina's national oil champion. For most of that history, the company operated as a conventional producer, burdened by mature fields with declining output and rising costs. The 2023 net loss, driven by $1.3 billion in non-cash impairments from these legacy assets, marked the nadir of that model. Yet this crisis catalyzed the most dramatic strategic pivot in the company's history.

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Grupo Cibest S.A. (CIB)

Mkt Cap: $15.2B P/E: 2.4 Div: 24.32% Rev CAGR: 17.2% NI CAGR: 15.3%

Grupo Cibest S.A., founded in 1875 as Bancolombia and headquartered in Medellín, Colombia, has spent 150 years building what is now the dominant financial franchise in Colombia and a leading regional player across Central America. The company makes money through three distinct but increasingly integrated engines: traditional commercial and consumer banking that generates net interest income, fee-based transactional and investment banking services that capture economic activity, and a rapidly...

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Amcor plc (AMCCF)

Mkt Cap: $19.4B P/E: 28.1 Div: 6.15% Rev CAGR: 1.1% NI CAGR: -14.1%

Amcor plc, with origins tracing back over 150 years to both Australia and the United States and headquartered in Zurich, Switzerland, has evolved from a regional packaging supplier into a global behemoth through a series of strategic transformations. The company generates revenue by manufacturing flexible and rigid packaging solutions for food, beverage, pharmaceutical, and personal care markets, operating as a critical intermediary in the consumer goods value chain. Its business model relies...

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