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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
68.0% undervalued intrinsic discount
15.1k
users have viewed this narrative
42users have liked this narrative
1users have commented on this narrative
287users have followed this narrative
QS logo
QuantumScape

QuantumScape: A Mispriced Deep‑Tech Inflection Point With Multi‑Billion‑Dollar Optionality

QuantumScape is the only battery company to demonstrate OEM‑validated solid‑state lithium‑metal performance at automotive‑relevant conditions. The market still prices QS as a speculative science project.
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US$85
FV
91.3% undervalued intrinsic discount
10.5k
users have viewed this narrative
27users have liked this narrative
2users have commented on this narrative
96users have followed this narrative
ABI logo
Anheuser-Busch InBev

EU#8 - Anheuser-Busch InBev: Courage, Capital, and the Discipline to Build an Empire

EU#8 - Anheuser-Busch InBev: Courage, Capital, and the Discipline to Build an Empire It takes only three ingredients to brew beer: water, barley, and hops. But building a global beer empire is different.
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€89.45
FV
24.2% undervalued intrinsic discount
5.00%
Revenue growth p.a.
1.6k
users have viewed this narrative
4users have liked this narrative
3users have commented on this narrative
8users have followed this narrative
AMZN logo
Amazon.com

The capitalist colossus that makes your parcels magically appear, powers half the internet, and knows your shopping habits.

1. The Empire of E-Commerce + Everything Else Amazon is the unchallenged king of U.S. e-commerce , with over 37% market share — Walmart is still staring at the rearview mirror.
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US$280
FV
3.2% undervalued intrinsic discount
11.71%
Revenue growth p.a.
1.7k
users have viewed this narrative
2users have liked this narrative
1users have commented on this narrative
62users have followed this narrative
TPVG logo
TriplePoint Venture Growth BDC

Why a 46 % NAV Discount May Be Mispriced

1. A Company Built on Innovation Capital TriplePoint Venture Growth BDC Corp.Read more

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US$8.65
30.9% undervalued intrinsic discount
Fair Value
Revenue
18.39% p.a.
Profit Margin
54.46%
Future PE
4.92x
Price in 2031
US$13.47
VRSK logo
Verisk Analytics

VRSK 05-2026

Verisk Analytics is a regulatory-grade data toll on the US property & casualty insurance industry, monetized through ~83% subscription revenue with ~92% client retention. VRSK's narrow-moat franchise produces FCF with an unusually high degree of predictability, durable enough to justify a 15× exit multiple at a 35% margin of safety.Read more

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US$69.7
150.6% overvalued intrinsic discount
Fair Value
Revenue
-16.04% p.a.
Profit Margin
29.34%
Future PE
25.15x
Price in 2031
US$101.1
PGY logo
Pagaya Technologies

PGY may go up in next 6-12 months.

Pagaya Technologies (NASDAQ: PGY) — Investment Thesis Pagaya Technologies is not a software company. This distinction is the foundation of the entire investment case and is widely misunderstood by the market.Read more

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US$11.98
29.4% overvalued intrinsic discount
Fair Value
Revenue
12.4% p.a.
Profit Margin
7.08%
Future PE
13.6x
Price in 2031
US$19.78
HON logo
Honeywell International

Honeywell - The Demand-Side of the AI Infrastructure

Honeywell Automation (RemainCo) - The Demand-Side of the AI Infrastructure Trade Nobody Is Talking About Ticker: HON (pre-separation) → HON Automation (post June 29, 2026) Current Price: ~$217 Separation Date: June 29, 2026 Rating: BUY - Initiation The One-Line Thesis Everyone is buying the power generators and the semiconductors. Nobody has priced what happens when $19 billion of building, industrial, and energy technology backlog gets re-rated as a pure-play AI infrastructure and energy transition play.Read more

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US$320.19
32.5% undervalued intrinsic discount
Fair Value
Revenue
15.24% p.a.
Profit Margin
10.54%
Future PE
34x
Price in 2031
US$464.45
RDDT logo
Reddit

Strong DAU drives Ads and AI Data narrative

Successful ad networks are driven fundamentally by usage. The best type of usage is on returning daily users usually measured by Daily Active Users.Read more

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US$309.77
47.1% undervalued intrinsic discount
Fair Value
Revenue
40% p.a.
Profit Margin
24%
Future PE
35x
Price in 2031
US$469.63
EWZ logo
iShares - iShares MSCI Brazil ETF

Long earnings, cautious on multiple

EWZ is a "Commodity-Backed Value" play. Floor supported by $100+ Brent and strong O&G cash flows from Petrobras.Read more

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US$1.62
2.3k% overvalued intrinsic discount
Fair Value
Revenue
21.22% p.a.
Profit Margin
32%
Future PE
3.66x
Price in 2031
US$2.93
AGX logo
Silver X Mining

Silver X Has 152 Million Ounces, Already Producing and Its Biggest Growth Phase May Still Be Ahead

Silver X Mining Corp. (TSXV: AGX) Disclaimer This material is provided for informational and educational purposes only and should not be considered financial, investment, legal, tax, or other professional advice.Read more

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CA$40.89
98.1% undervalued intrinsic discount
Fair Value
Profit Margin
12.87%
Future PE
19.8x
Price in 2031
CA$61.5
COH logo
Cochlear

Cochlear’s Crossroads: Temporary Setback or Structural Shift?

Cochlear Limited is an interesting company. It is a medical technology business with a specific focus on implantable hearing solutions.Read more

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AU$70
42.7% overvalued intrinsic discount
Fair Value
Revenue
0.14% p.a.
Profit Margin
14.77%
Future PE
18.92x
Price in 2031
AU$100.4