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Global Weekly Picks
For a quality compounder with intact long-term fundamentals this can represent a favorable risk/reward entry
Zoetis (ZTS) is the world's largest pure-play animal health company (spun off from Pfizer), focused on medicines, vaccines, diagnostics, and wellness products for both companion animals and livestock. Why the stock is attractive 1.Read more
Nokia Strengthens Growth Outlook with Solid Q2 Results and Expanding AI Strategy
Nokia delivered a strong second quarter, reporting revenue of €4.815 billion and earnings per share of €0.07, supported by growing demand for AI and cloud-related solutions. The company is also expanding its presence in the defense sector through AI-powered tools for 5G networks, creating additional opportunities to diversify revenue and strengthen long-term growth prospects.Read more
DuChemBio absorbs Radio DNS Labs as Novartis injects 140B KRW into Korean RLT. With 100%+ OCF/EBITDA, the 6-mo lag is a de-risked steal.
DuChemBio already supplies most of South Korea’s Alzheimer’s PET scans, and a big push to build out nuclear medicine treatment capacity could pull the company into a much larger role. The catch is that these projects take time to show up in results, so the key question is whether delays, hospital buildouts, or isotope supply issues derail the upside.Read more
Samsara's Future PE Will Soar to 337.7x and the Future is Bright
I can tell you right now that drivers don't want to be spyed on 24/7. RisksO Are there any risks that your catalysts won't play out as expected?Read more
The Company Nobody Brags About
ServiceNow looks dull on the surface, but many large companies rely on it to keep everyday work moving across IT, HR, security, and customer support. The bigger story is its push to help companies keep control of how artificial intelligence is used inside the business, even when the stock falls out of favor.Read more
Soluna: Powering Renewable AI, Funding the Risk
Soluna offers potentially valuable exposure to the intersection of renewable power and computing, but investors must assume that management can convert early-stage AI projects into contracted, economically viable assets while creating value faster than it dilutes shareholders. My investment case for Soluna is based on the possibility that access to power becomes one of the principal constraints on the expansion of AI infrastructure.Read more
Empowering the future with “new energy”
Initiating coverage Biomass is the cash cow for now; BESS is the future – Renova’s early growth as an IPP was driven by high-margin FIT solar assets. Following a strategic withdrawal from offshore wind post-auction losses, the company has successfully pivoted to its stable biomass operations.Read more
Long-term bet on Europe's strategic space autonomy (2030–2055)
Story Europe is entering a period where independent space capabilities are becoming strategically important. The geopolitical environment has highlighted Europe's reliance on non-European providers for launch services, satellite infrastructure, communications, Earth observation, and space-based defence capabilities.Read more
Capital-light, high-return payment network that is successfully expanding into high-margin security and data services faster than its peers.
Mastercard is a toll-booth on global commerce that has quietly become something more interesting: a toll-booth that also sells the security cameras, the traffic data and the insurance. The company earns a fee on every transaction routed across its network without extending credit, holding inventory, or reinvesting meaningfully to grow — capital expenditure was $489 million in FY2025 against $17.6 billion of operating cash flow, a capex intensity of 2.8%.Read more
