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Global Weekly Picks
Tencent Holdings will see revenue grow by 14%
Market (what, how and where Tencent sells) Business (how much Tencent earn) Catalysts. How Tencent make more money in the next 5 years Weixin Video Accounts, Mini Games and Weixin Search enhance user value by creating seamless connections with products, services and content while presenting exciting revenue opportunities.Read more
SAP's Revenue Will Soar by Over 10% as Profit Margins Improve
Catalysts AI functionality is a new world Assumptions Strong brand can deliver higher revenue growth in heated/inflationary climate While AI investment will be expensive, there will be reasonable increased profit growth with productivity and functionality benefits. Risks Global economic and political climate, along with investment risk in AI, necessitates higher risk level for discount calc.Read more
Airbnb (ABNB): Still one of the most interesting bets in travel
Key insights Airbnb is changing from a travel-only app to a full lifestyle platform (stays, rentals, experiences) International markets are growing faster than the US, which is slowing down Product experience is improving a lot, with AI making search and booking easier Regulations are becoming a big risk, especially in Europe where listings are getting removed The way people move around the world has changed. It’s not only about holidays anymore.Read more
Kaspi.kz The Dominant Super App in a Growing Digital Economy
Kaspi.kz represents a compelling investment opportunity, centered on its position as the dominant "super app" in Kazakhstan, a rapidly digitizing economy. The company's integrated ecosystem, spanning payments, marketplace, and fintech services, has fostered a loyal and engaged user base, creating a powerful network effect that drives growth and profitability, evidenced by its exceptional 80.5% Return on Invested Capital (ROIC).Read more
Steady Growth in Specialty Insurance with Capital Discipline
Main Driver of Recent Growth Palomar has delivered standout performance, with earnings growing ~61% YoY and revenue rising ~53% YoY , underscoring exceptional underwriting execution and demand momentum in specialty lines. How Catalysts Support the Trend Strong Q2 2025 results further reinforce momentum: revenue up 55% YoY and net income up 81% YoY ; earnings and revenues beat analyst expectations by ~16% and ~5% respectively.Read more
The future of Merlin lies in the management of data centers.
Merlin Propiertis is a Spanish REIT with 4 lines of business: 1. Bureaux 2.Read more
Elon Musk is a scam
It's just a car company. Level 4 autonomy is not going to be achieved for now while Elon Musk continuously insinuates that Level 5 autonomy will be available soon.Read more
RIO is poised to weather a depressed iron ore environment, but commodity diversification comes with lower margins
RIO strategy At a high level, RIO’s growth strategy is to diversify away from Iron ore into in-demand commodities. Specifically, copper, aluminum and lithium.Read more
Berger Paints Jamaica set to shine with new manufacturing expansion
Narrative for Berger Paints Jamaica Limited (BRG) Berger Paints Jamaica Limited (BRG) is a leading player in the Jamaican and regional coatings industry, with a strong legacy spanning over 72 years. The company has demonstrated resilience and adaptability through strategic investments, operational improvements, and product innovation.Read more
