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Global Weekly Picks

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Upside Gold

An Undervalued 3.3Moz Gold Project in Canada

Key takeaways Upside Gold is developing the Kena Gold Project, near the town of Nelson in the Kootenays region of southern British Columbia. Kena hosts a historical gold resource of 3.33 million ounces (561,000 ounces Indicated and 2.77 million ounces Inferred) across a 10,200-hectare land package.
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CA$5.07
FV
77.3% undervalued intrinsic discount
8.3k
users have viewed this narrative
26users have liked this narrative
1users have commented on this narrative
159users have followed this narrative
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Hermès International Société en commandite par actions

Hermès - Expensive bags, and expensive stock. And the story of €14 billion of bearer shares gone missing.

About Hermès International SA Hermès International SA is a French luxury goods manufacturer. Its core business is leather goods.
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€1.51k
FV
10.0% overvalued intrinsic discount
3.65%
Revenue growth p.a.
5k
users have viewed this narrative
22users have liked this narrative
1users have commented on this narrative
17users have followed this narrative
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Cheniere Energy

Cheniere Energy (LNG) — The Toll Road That Geopolitics Just Made More Valuable

The Business in Simple Terms Cheniere operates the largest LNG export terminals in the US — Sabine Pass and Corpus Christi. They liquefy natural gas, load it onto tankers, and ship it to buyers in Europe and Asia under long-term contracts.
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US$320.94
FV
12.5% undervalued intrinsic discount
6.24%
Revenue growth p.a.
2.9k
users have viewed this narrative
6users have liked this narrative
0users have commented on this narrative
19users have followed this narrative
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GNG Electronics

Strong execution in a growing category, but long‑term value hinges on cash‑flow discipline

The refurbished devices market is going through a structural shift. Refurbished laptops and smartphones, once seen as second‑tier options, are becoming mainstream as consumers look for value and sustainability.
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₹135.87
FV
179.9% overvalued intrinsic discount
23.00%
Revenue growth p.a.
1.3k
users have viewed this narrative
2users have liked this narrative
1users have commented on this narrative
7users have followed this narrative
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State Street SPDR S&P 500 ETF Trust

SPDR S&P 500 ETF Trust (SPY): The S&P 500’s Balancing Act – AI Euphoria vs. Geopolitical Reality

SPDR S&P 500 ETF Trust (SPY): The S&P 500’s Balancing Act – AI Euphoria vs. Geopolitical Reality SPY is trading at $648.57 USD on the NYSE Arca as of March 21, 2026, amid a week of heightened volatility that saw the index pull back roughly 1.7% from its monthly highs.Read more

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282
users have viewed this narrative
0users have liked this narrative
0users have commented on this narrative
7users have followed this narrative
US$634.25
2.3% overvalued intrinsic discount
Fair Value
Revenue
166.22% p.a.
Profit Margin
13.9%
Future PE
6.9x
Price in 2031
US$993.25
1211 logo
BYD

From Batteries to Brains: How BYD Decoupled from the Pump and Left Tesla in the Rearview

For years, the market viewed BYD as the "budget" alternative to Tesla—a battery company that happened to make cars. In 2026, that narrative has flipped.Read more

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23
users have viewed this narrative
1users have liked this narrative
0users have commented on this narrative
2users have followed this narrative
HK$152.38
31.9% undervalued intrinsic discount
Fair Value
Revenue
21% p.a.
Profit Margin
6.2%
Future PE
20.3x
Price in 2031
HK$235.79
VLTA logo
Volta Metals

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

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24
users have viewed this narrative
1users have liked this narrative
0users have commented on this narrative
2users have followed this narrative
CA$3.5
93.6% undervalued intrinsic discount
Fair Value
Profit Margin
12.41%
Future PE
19.35x
Price in 2029
CA$4.33
CVNA logo
Carvana

Carvana Co. (CVNA): The Logistics Powerhouse – Scaling the "Metal Network"

Carvana Co. (CVNA) is trading at $281.28 USD on the NYSE as of March 21, 2026, marking a period of intense price consolidation after a "Phoenix-like" recovery from its 2022 lows. The 2026 narrative has evolved from a survival story into one of structural dominance, characterized by the integration of the ADESA physical auction network with Carvana’s high-velocity digital platform.Read more

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81
users have viewed this narrative
1users have liked this narrative
0users have commented on this narrative
1users have followed this narrative
US$428.5
34.4% undervalued intrinsic discount
Fair Value
Revenue
17.51% p.a.
Profit Margin
3.44%
Future PE
77.09x
Price in 2031
US$641.49
FIX logo
Comfort Systems USA

Comfort Systems USA Inc. (FIX): The AI Infrastructure Architect – Scaling the Data Center Backlog

Comfort Systems USA Inc. (FIX) is trading at $1,358.66 USD on the NYSE as of March 21, 2026, navigating a brief period of profit-taking following a meteoric 200% climb since the start of 2025.Read more

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99
users have viewed this narrative
4users have liked this narrative
0users have commented on this narrative
6users have followed this narrative
US$1.49k
8.6% undervalued intrinsic discount
Fair Value
Revenue
8.6% p.a.
Profit Margin
11.23%
Future PE
50.22x
Price in 2031
US$2.23k
TSLA logo
Tesla

Tesla Inc. (TSLA): The Autonomy Inflection – Transitioning to a Global AI Powerhouse

Tesla Inc. (TSLA) is trading at $367.96 USD on the NASDAQ as of March 20, 2026, amid a period of intense volatility and high-stakes execution.Read more

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205
users have viewed this narrative
1users have liked this narrative
0users have commented on this narrative
8users have followed this narrative
US$415
11.3% undervalued intrinsic discount
Fair Value
Revenue
17.68% p.a.
Profit Margin
4%
Future PE
412.87x
Price in 2031
US$671.73
HITI logo
High Tide

High Tide's Future Potential Will Surge with 15% Revenue Growth

Raj confirms store staff gets a commission for every new ELITE sign-up. That creates massive internal motivation – employees pitch ELITE customers.Read more

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0
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0users have liked this narrative
0users have commented on this narrative
1users have followed this narrative
US$12
81.3% undervalued intrinsic discount
Fair Value
Profit Margin
15.25%
Future PE
24.7x
Price in 2030
US$13.91
DASH logo
DoorDash

DoorDash Inc. (DASH): Beyond the Doorstep – The Infrastructure of Local Commerce

DoorDash Inc. (DASH): Beyond the Doorstep – The Infrastructure of Local Commerce DoorDash Inc.Read more

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76
users have viewed this narrative
1users have liked this narrative
0users have commented on this narrative
1users have followed this narrative
US$262.5
40.3% undervalued intrinsic discount
Fair Value
Revenue
20.75% p.a.
Profit Margin
6.83%
Future PE
80.08x
Price in 2031
US$391.43
MKSI logo
MKS

MKS Instruments Inc. (MKSI): The Semiconductor Alchemist – Engineering AI’s Hardware Foundation

MKS Instruments Inc. (MKSI) is trading at $227.13 USD on the NASDAQ as of March 21, 2026, positioning itself as a mission-critical "picks and shovels" play for the AI-driven semiconductor super-cycle.Read more

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80
users have viewed this narrative
0users have liked this narrative
0users have commented on this narrative
1users have followed this narrative
US$281.25
19.2% undervalued intrinsic discount
Fair Value
Revenue
12.96% p.a.
Profit Margin
7.28%
Future PE
62.77x
Price in 2031
US$484.96