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Global Weekly Picks
Alkane Resources, Record Production, A$374M Cash and a Giant Copper-Gold Project
Alkane has quietly changed from a one-mine gold story into a bigger business with three producing mines and a large future copper-and-gold project that could shape its next decade. The catch is that running mines across different countries while planning a huge build is far more complicated, and the costs and funding choices could make or break the upside.Read more
Lagenda Continues To Offer Earnings Visibility Backed By Strong Sales Pipeline
Investors looking for exposure to Malaysia’s affordable housing segment may continue to find Lagenda Properties Berhad an interesting name to watch following its resilient first quarter ended 31 March 2026. Despite a seasonally softer quarter affected by festive interruptions and slower construction progress, the group still delivered revenue of RM262.1 million and profit after tax of RM44.2 million , highlighting the stability of its township-focused business model.Read more
Tencent Holdings will see revenue grow by 14%
Tencent is leaning on its biggest apps and services to find new ways to earn more from the same users, from short videos and search in Weixin to smarter ads powered by its own AI. But rising competition and growing political pressure could complicate the path ahead.Read more
Zoetis down -50% over the past year
World's leading animal pharma company at 13x PE with 9% EPS growth Occasionally something crosses my eye which screens well, but after some work is done it isn’t interesting enough to warrant writing about it as a paid article. Zoetis is one such stock.Read more
Accidental transformation from Phones to Physical AI.
The Funeral That Never Happened Everyone had already written the obituary. BlackBerry, once worth $83 billion, once the phone that presidents carried, was supposed to be dead.Read more
The Trough Is Behind it. The Re-Rating Is Not Finished.
The stock is at ₹1,003 today — up 38% from its ₹726 low in March, up 13% in the week. The 52-week high was ₹1,603 in September 2025.Read more
Atour combines an asset-light hotel expansion model with strong brand positioning and a fast-scaling retail ecosystem.
COPILOT INVESTMENT MEMO – ATOUR LIFESTYLE HOLDINGS LIMITED (NASDAQ: ATAT) 1. Executive Summary Atour Lifestyle Holdings Limited (“Atour”) is a leading lifestyle hospitality group in China, operating a rapidly growing network of upper-midscale to upscale hotels complemented by a high-growth retail business.Read more
CSG represents a high-quality industrial compounder operating in a structurally growing and geopolitically reinforced market,
Below is a Warren Buffett-style Investment Memo (in English) for CSG (Czechoslovak Group) , structured around the key principles Buffett typically evaluates: business quality, moat, management, financials, risks, and valuation logic. Investment Memo – CSG (Czechoslovak Group) 1.Read more
