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Global Weekly Picks
Everyone's Terrified Microsoft Will Keep Spending. I'm Terrified They'll Stop.
The academically fascinating Tesla
Is Tesla a Stock or a Call Option? - A valuation nightmare!
TLDR Tesla is not being valued like a car company , but like a bundle of future bets sitting on top of a real operating business. The real upside the market is paying for is Robotaxi, Optimus / Physical AI, and Elon Musk premium.Read more
Springer REE deposit valuation
I have been reviewing Volta Metals ’ recently updated Springer REE deposit mineral resource estimate (https://www.voltametals.ca/s/VLTA-NR-2026-02-23.pdf) and wanted to contextualize its scale on an in-situ value basis relative to more conventional precious and base metal deposits. In the independent Springer resource estimate conducted by SLR Consulting, a net metal revenue (“NMR”) of C$159/t is applied to the 56.6 Mt of indicated resources and C$128/t to the 119.5 Mt of inferred resources, implying a combined in-situ value of approximately C$24.3 billion.Read more
Grid Metals will see a transformative 21.5x future PE change
# Cesium Geopolitics and Valuation Implications for Grid Metals’ Falcon West ## Executive summary Cesium’s strategic value is rising because its real-world supply chain is exceptionally concentrated and sits inside an increasingly weaponized trade environment. Public government data still characterizes cesium and rubidium markets as small, opaque, and supply-constrained, with no transparent exchange pricing and limited public production reporting.Read more
The Market Is Sleeping on This Parkinson's Biotech - And I Think That's a Mistake
Gain Therapeutics: The Under-the-Radar Biotech With Big Parkinson’s Potential Key Takeaways Gain Therapeutics (GANX) is developing GT-02287 – an oral, first-in-class, potentially disease-modifying treatment for Parkinson’s disease targeting the GCase enzyme pathway. Parkinson’s disease represents a $4 billion U.S. market with zero approved disease-modifying therapies.Read more
Meta Bright: Rising fuel costs could gradually accelerate the shift to EVs and rooftop solar
When fuel costs stay high or become more volatile, the effect usually goes beyond just higher transport bills. Over time, it also pushes households, businesses and property owners to look more seriously at alternatives that can reduce long-term operating costs.Read more
HI Mobility: Latest QR shows steady growth, strong cash and continued earnings visibility
HI Mobility Berhad’s latest quarterly result points to a business that is still delivering healthy operating momentum after listing. For the third quarter ended 31 October 2025 , the group posted RM82.22 million in revenue and RM14.77 million in profit attributable to shareholders, translating into basic EPS of 3.15 sen.Read more
Cheap if able to sustain revenue, and a potential bargain if able to turn store openings into revenue growth
Conservative valuation of $24.28 based on sustained revenues of ~RMB3bn/quarter. Potential upside if growth in store openings realises additional revenue.Read more
The happiest company on Earth, also perennially misunderstood.
When I first purchased shares in Disney, back in 2016, the narrative was all focused-on cord-cutting at ESPN. Since that time, it has shifted frequently.Read more
BBWI VALUATION
Bull BBW is set to renegotiate leases over time. Favorably updated rent agreements, new off-mall locations, and productivity gains from the White Barn format conversion could help boost profits.Read more
