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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
Engineered for Stability. Positioned for Growth.
Texas Instruments is in the midst of a multiyear capacity-expansion cycle that is temporarily suppressing free cash flow but materially enhancing the company’s long-term competitive position. The buildout of U.S.-based 300mm analog manufacturing is expected to structurally improve cost efficiency, support higher gross margins, and increase supply-chain resilience.Read more
MINISO's fair value is projected at 26.69 with an anticipated PE ratio shift of 20x
MINISO Investment Thesis This analysis is based on the MINISO 2024 Q4 and 2025 Q1 earnings call presentations and the provided transcript. # Catalysts MINISO has several key growth drivers that could meaningfully impact sales and earnings: Global Store Network Expansion: The primary catalyst is the aggressive and ongoing expansion of its store network, both in China and, more significantly, in overseas markets.Read more
Fiverr International will transform the freelance industry with AI-powered growth
Catalysts Fiverr International’s introduction of AI-powered tools such as Dynamic Matching and Neo (AI-powered smart matching) is expected to significantly enhance sales and earnings. These tools cater to businesses requiring tailored and complex projects, leading to larger transactions.Read more
Bisalloy Steel Group will shine with a projected profit margin increase of 12.8%
This is a great stock with massive exposure to the growing defence requirements of Australia. As the only Q&T steel manufacturer in Aus, It is a vital resource - think protective vests (Aus & worldwide) Bushmaster vehicles, armour for tanks and submarines.Read more
