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Global Weekly Picks
Are Blackrock Silver shares oversold?
Blackrock Silver’s Nevada project looks like a rare, high-quality silver find at a time when many small miners have been sold off hard. It could draw interest from bigger miners and even tech and solar buyers, but it’s still a speculative bet that can go wrong.Read more
A transitional big-pharma giant holding a speculative premium driven by obesity hype, masking severe revenue erosion.
The "Amgen 2027 Bull Case" relies on a classic top-line fallacy: assuming that macro obesity market growth and FDA's CNPV (Commissioner’s National Priority Voucher) tailwinds will automatically trigger a re-rating. Here is the cold, data-driven reality: 1.Read more
Is Microsoft on sale? and Its Case in the AI Race
(This story appeared on my substack page around a week ago: https://open.substack.com/pub/piproberts25/p/is-microsoft-on-sale-and-its-case?r=6kjdcg&utm_campaign=post-expanded-share&utm_medium=web ) Last October, Microsoft was trading at around US$540 per share. Today it trades closer to US$385.Read more
Faces a brutal commercial dogfight against Pfizer’s entrenched monopoly and Alnylam’s silencers, compressing its safety margins
The "BridgeBio Commercial Bonanza" is priced for perfection, treating the upcoming Acoramidis launch as an automatic cash cow while ignoring a brutal multi-front commercial dogfight. Here is why the market is mispricing the structural hurdles for BBIO: 1.Read more
Silver Storm Mining, 34 Million Oz Produced, Now Targeting Q2 2026 Restart
Silver Storm Mining aims to restart a past-producing mine while it drills out a much larger project that could change the company’s scale if the work succeeds. The catch is it needs supportive silver prices, strong financing, and better metal recovery to make the longer-term upside real.Read more
Accenture at $143 is a Coiled Spring
Wall Street is panicking over short-term IT budget freezes and the myth that AI will kill traditional consulting. They’ve severely mispriced a premier global monopoly, creating the ultimate contrarian entry point.Read more
An asymmetric deep-value biotech incubator trapped in a severe conglomerate discount despite recurring proof of multi-billion dollar asset.
The "PureTech Health Deep Value Re-rating Thesis" treats legendary track records like the $14B Karuna exit as a guarantee for near-term common equity growth, overlooking severe cross-border friction. Here is why the market keeps imposing a persistent, structural discount on PRTC: 1.Read more
burns cash despite four approved drugs, trapped by structural inefficiencies and gene-therapy scaling hurdles that thin safety margins.
The "Ultragenyx Turnaround Thesis" is trapped in a commercial illusion, mistaking a multi-product portfolio for financial stability while ignoring deep-rooted structural inefficiencies. Here is why the market is mispricing the friction inside RARE’s operational engine: 1.Read more
A little Prince. FBIO.
The "Fortress Biotech PRV Mirage" relies on superficial GAAP net income numbers, treating a one-time regulatory windfall as a permanent structural inflection. Here is why the market naturally maintains a holding-company discount on FBIO: 1.Read more
