Crack The Market

Crack The Market

Home
Chat
Investing & Megatrends
Stocks
Resilience
Reshoring & Sovereignty
China
AI & Data Centers
About

Stocks

Prysmian: Global cable leader entering a golden age
New era of growth, visibility and margin expansion underpinned by electrification and grid expansion/modernisation.
 • 
Ozeco
Zoetis: Leader in animal healthcare
Welcome to the 22nd investment case and 19th resilience idea on Crack the Market (and the most comprehensive Zoetis investment case you will find…
 • 
Ozeco
DSM-Firmenich: The diversified ingredient powerhouse benefiting from a transformational deal
Welcome to the 21th investment case and 18th resilience idea on Crack the Market (and the most comprehensive DSM-Firmenich investment case you will find…
 • 
Ozeco
TJX: The retail giant that keeps winning
Defensive and world class retailer perfect to navigate an uncertain world.
 • 
Ozeco
Veolia: Resource management giant (water, waste, energy) due for a rerating
The world leader in environmental services is very resilient, able to grow even in a difficult macro context and is perfectly positioned to ride many…
 • 
Ozeco
Nvidia: The backbone of the AI world is unstoppable
Nvidia is the main AI enabler and beneficiary, making it the most important company in the world, and it is not done growing
 • 
Ozeco
Iberdrola: Best integrated utility in the world with a stellar track record and solid growth driven by networks and renewables
The best run utility in the world riding the inflection of electricity demand for the first time in decades driving a historical investment cycle into…
 • 
Ozeco
Hubbell: Pure play on US electrification demand driven by AI and grid investment cycle
Welcome to the 16th investment case, 14th resilience, 8th reshoring/sovereignty and 7th AI & data center idea on Crack the Market (and the most…
 • 
Ozeco
Infineon: Power semiconductor leader with strong structural drivers (AI power and China auto) amidst a cyclical recovery
Well diversified power semiconductor leader, coming out of a long downcycle riding many technological shifts + Western company benefiting the most from…
 • 
Ozeco
Quanta Services: Countercyclical compounder riding a multi decade infrastructure buildout
Leading utility infrastructure services provider in the midst of an electrical grid modernization and an electrification boom
 • 
Ozeco
Halma: High quality compounder in safety, health and environmental technologies
A sustainable compounding champion, offering a resilient and diversified growth profile coupled with high margins, ROIC and exceptional execution
 • 
Ozeco
Kurita: Water services expert with improving margins and benefiting from reshoring of semiconductor production
A water treatment expert providing resilience, diversified growth, a margin uplift story thanks to higher value added services and potential upside from…
 • 
Ozeco
© 2025 Ozeco
Privacy ∙ Terms ∙ Collection notice
Start writingGet the app
Substack is the home for great culture