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Global Weekly Picks
Figma (FIG): The S&P 500’s Design Standard Turning Into an All-in-One Platform
Watching Figma Grow Up I’ve been using Figma almost every single day for the past five years. As a product designer, it’s been my main tool for designing interfaces, testing and prototyping ideas, and also for working together with teams in different countries and time zones.Read more
Is It worth SEK 16? Arbitrage opportunity?
The company just announced that investors have agreed to suscribe an increase of capital to raise USD 35M, at a price of SEK 16. The USD 35 M, i believe is the current free float of the company so I understand this investor can not invest the ammount they want unless a capital raise is made.Read more
Software and Hardware Giant, a King of High Switching Costs: The Story of NVIDIA
Commonly, public misconceptions mislead the market to poorly represent a company's true worth. The saying says "if it sounds too good to be true, it's most likely not true" rings in my ear when evaluating the future of NVIDIA.Read more
Nvidia: Navigating the AI Boom 🚀
Nvidia's stock presents a compelling growth narrative centered on its dominance in the AI revolution. A mid-case scenario targets a price of $346.66 by early 2030.Read more
Be Friends Holding is destined for a 49.28% revenue growth
Be Friends Holding Limited, an investment holding company, provides all-media services in the People’s Republic of China. The company offers new media services, such as marketing services to the merchants for the livestream e-commerce on the e-commerce platforms; and application solutions, including design, implementation, and support services, as well as offers broadcasting equipment.Read more
Recent rain and low relative dollar bode well For 2026
Largest Uncertainty For The CORE INDONESIA ZIM INT. revenue is the Panama Canal Bottleneck.Read more
Overseas Realty (Ceylon) set to achieve 25%-30% annual returns from growing rent collections
Overseas Realty (Ceylon) PLC (OSEA) – Buy ⭐⭐⭐ Current Price: Rs. 38.10 P/E Ratio: ~6.3× (below peer and sector averages) PEG Ratio: ~0.28 (signals undervaluation) Dividend Yield: ~3.7% Investment Thesis OSEA is an undervalued asset play anchored by two landmark Colombo properties — the World Trade Center and Havelock City. With the Havelock City Mall now 94% occupied and Mireka Tower steadily leasing (~42% as of end-2024), rental income is ramping sharply.Read more
Not getting buzz'd yet
At first glance this one is scary: there are significant and persistent dilution risks and a short cash runway. Both outlined below.Read more
Palantir Technologies will drive revenue growth by 50% over the next 5 years
Unique “boots on the ground” software integration strategy by deploying engineers on site to ensure adoption and synergies are achieved. This is also accomplished through the 500+ AIP bootcamps offered by Palantir to ensure operational on-boarding and user engagement.Read more
