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Global Weekly Picks
A Wonderful Business at a Not-So-Wonderful Price
The GOOGLE announcement finally got me
CRDO has maintained a strong rating profile over a sustained period, and its recent price correction has brought the valuation to a level that could offer meaningful near-term returns. While Credo’s exceptional growth momentum has moderated lately, its underlying profitability remains remarkably solid.Read more
The long game for Everest metals
The Primary Aim: The April "Gold Bridge" The immediate goal of "keeping the shares up" is the Mt Dimer Taipan Gold Project. The Asset: You are holding shares in a company with 45,000 tonnes of ore already extracted.Read more
GE: The "Post-Split" Propulsion Supercycle and the $1 Billion Manufacturing Surge
GE Aerospace (GE) has officially completed its multi-year transformation, emerging in 2026 as a pure-play aviation titan focused on the "Golden Age" of jet propulsion. As of the market close on March 27, 2026, the stock is trading at $282.81 USD on the NYSE, reflecting a period of healthy consolidation after reaching an all-time high of $348.48 in February.Read more
The Boring Monopoly That Governments Can't Uninstall
There's a company in Sydney that makes the software local councils use to approve your building permit, the system federal regulators use to track compliance, and the platform 18,500 Scottish Government workers use to manage classified documents every day. You've never heard of it.Read more
The Global Standard: Mega Fortris Solidifies Global Leadership Amidst Resilient Market Performance
Mega Fortris Berhad (KLSE: MEGAFB) has recently captured significant market attention, transitioning from its 2024 IPO into a period of robust expansion and evolving financial narratives. As of early 2026, the company continues to solidify its reputation as a global leader in the security solutions sector.Read more
Everyone's Terrified Microsoft Will Keep Spending. I'm Terrified They'll Stop.
Microsoft just burned $37.5 billion in 90 days. The stock has lost a third of its value.Read more
Teradyne: The "Physical AI" Inflection and the $1.25 Billion Quarterly Record
Teradyne, Inc. (TER) has successfully evolved from a cyclical semiconductor tester into a dual-engine powerhouse, combining dominant chip-testing tech with a rapidly scaling robotics division.Read more
A Case for Central Asia Metals to reach £15 by 2031 in a commodities bull market.
Central Asia Metals plc (AIM: CAML) is a London-listed base metals producer focused on low-cost copper, lead, and zinc output from two core assets: the Kounrad in-situ dump leach SX-EW copper operation in Kazakhstan (100% owned, in production since 2012) and the Sasa underground lead-zinc-silver mine in North Macedonia (100% owned, acquired 2017). In 2025, it completed the acquisition of New World Resources and its high-grade Antler copper project in Arizona, USA — a transformative catalyst that materially expands its copper exposure in a US critical minerals jurisdiction.Read more
The academically fascinating Tesla
Paraphrasing Charlie Munger, I would neither buy nor short Tesla, Inc. at present.Read more
