Global Community
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Global Weekly Picks
China Starch Holdings eyes a revenue growth of 4.66% with a 5-year strategic plan
The book value continues to grow, it trades at. 24 book and earns 12% on equity.Read more
Moderation and Stabilisation: HOLD: Fair Price based on a 4-year Cycle is $12.08
Credit Corp Group Limited ASX: CCP Market Cap: AU$923.0m Weighted Average Number of Shares: 80.37m The Business CCP’s main business is acquiring portfolios of bad debts from financial institutions and collecting on them for profit. As the original lenders write off these debts, the portfolios are generally bought at a discount.Read more
Positioned globally, partnered locally
Summary: Google has positioned itself behind their concept of mass investment + strategic partnership to power their AI development and infrastructure. Their ad services follows closely behind while their main focus in the mobile phone market is controlling the Android ecosystem, making strategic entries with Pixel units while attempting to innovate with their aging YouTube platform to keep up with other streaming/video publishing rivals.Read more
De-Risked Production Ramp with Exceptional Silver Price Leverage
AYA is a de-risked production story with exceptional silver torque trading at a Morocco discount. The company has proven operational competence (rare in junior/mid-tier mining), operates one of the highest-grade primary silver mines globally, and offers 5-10x potential upside if the silver bull thesis plays out.Read more
Not a Bubble, But the "Industrial Revolution 4.0" Engine
The market debate around Nvidia focuses on "peak cycle" fears. This misses the forest for the trees.Read more
The Great Strategy Swap – Selling "Old Auto" to Buy "Future Light"
Marvell Technology has executed a masterclass in capital allocation. In Q3 Fiscal 2026, they did two things that fundamentally alter the investment thesis: they sold their lower-growth Automotive Ethernet business for $2.5 Billion cash , and announced the acquisition of Celestial AI.Read more
PSIX The timing of insider sales is a serious question mark
1. Financial Forensic Analysis: Quality of Earnings PSI's Q3 2025 financial results, while appearing bright on the surface, reveal a profit statement supported by accounting techniques that lacks cash generation capacity upon closer examination.Read more
Perdana Petroleum Berhad is a Zombie Business with a 27.34% Profit Margin and inflation adjusted revenue Business
Valuation Where do you think the business will be in 3, 5 or 10 years time? Either privatisation to clean the books and get the ship running with less leakages.Read more
Many trends acting at the same time
Disclaimer: this narrative attempts mainly to put together themes, not justify the fair value estimation provided. On the DEMAND side, there are multiple drivers supporting the thesis of a multi-year silver bull market: 1.Read more
