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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
Lagenda Properties keeps selling affordable landed homes even in a softer quarter, helped by projects in several Malaysian growth areas. A large backlog of homes already sold but not yet delivered, plus new launches coming up, could help keep results steadier than many developers.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
This Gold Stock Could Triple if Its Gold Resource Grows
Key Points: Kena hosts a historical resource of ~3.31 million ounces of gold , with 561,000 ounces in the Indicated category and 2.77 million ounces in the Inferred category. The 2021 estimate was calculated under the assumption of a gold price of US$2,000 per ounce, well below current levels.Read more
