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Global Weekly Picks
Attractive medium-term compounder with catalyst-rich profile, but with short-term volatility tied to investment phase
Below is a professional investment memo (buy‑side style, in English) on Gilead Sciences (GILD) based primarily on the 2025 Impact Report (pipeline + strategy + data extraction) and complemented with verified investor website + latest news analysis. Investment Memo – Gilead Sciences (NASDAQ: GILD) 1.Read more
Proven business incubator in transition
Initiating coverage A serial incubator of digital businesses, trading at a material discount – Ceres has a demonstrated track record of building businesses from scratch and crystallizing value at attractive returns. The Company incubated D2C from ¥10mn to ¥4.9bn in revenue, grew labol's GMV approximately 70x in four years, and generated a post-tax MOIC of 6.6x and ~31% IRR on the YUMEMI investment over eight years.Read more
Hotel101 Global: A Scalable Hospitality Platform Built to Compound
Exceptional investments are often hiding behind familiar labels. Hotel101 Global Holdings may appear, at first glance, to be just another hotel company.Read more
Quantum-Era Security Transition
As quantum computing advances from theoretical promise toward practical capability, it introduces a paradox: the same computational power that could unlock breakthroughs in materials science, medicine, and AI also threatens the cryptographic foundations of today’s digital world. Current encryption systems—securing financial transactions, government communications, cloud infrastructure, and digital assets—are fundamentally vulnerable to sufficiently powerful quantum computers.Read more
SAG Maintains Healthy Margins with RM227.6 Million Order Book Supporting Outlook
Signature Alliance Group Berhad (SAG) delivered a resilient first quarter performance for FY2026, supported by stronger profit margins, solid operational execution and a healthy order book that continues to provide earnings visibility moving forward. For the quarter ended 31 March 2026, the group posted a net profit of RM8.5 million.Read more
Sales team expansion to support growth
Q3 FY3/26 results update Growth momentum maintained – We view Q1-3 FY3/26 results exemplified another solid quarter at JES, as the company showed sustained double-digit topline and earnings growth YoY. JES demonstrated that despite the sales mix shift toward the Modernization segment, overall returns remained robust, driven by price revision and improved productivity.Read more
Expect GameStop's Profit Margin to Rise by 11% with a Future PE of 26x
GameStop’s chance of a successful M&A Bid For eBay. -What to look for as confirmation at eBay’s upcoming annual shareholder meeting.Read more
1911 Gold, This Junior Gold Stock Has a 105% IRR and a 2027 Production Target
1911 Gold is trying to bring an existing Canadian mine and mill back to life, with early study work underway and a short test run planned to prove the underground plan can actually work. The upside hinges on whether upcoming study results, test mining, and funding plans line up—or whether costs, delays, and fresh share issuance get in the way.Read more
GME and EBay both Valued I. Their Past Instead of Futute
THE GAMESTOP CONVERGENCE TRADE A consolidated architectural and capital-structure due diligence on the GameStop / eBay acquisition path, the vertically integrated collectibles infrastructure that sits beneath it, the capital stack built to execute, and the float and governance mechanics that resolve in the next twelve months “Velocity without visibility is just faster opacity.” TLDR The eBay bid is not a standalone acquisition. It is the second-to-last move in a multi-year, traceable strategic architecture connecting GameStop, PSA/Collectors Holdings, eBay's existing vaulting integration, and (implied) tZERO settlement infrastructure.Read more
