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Global Weekly Picks
Hershey - fortress brand-and-scale position in U.S. confectionery: protects the downside far better than it compounds the upside
Hershey’s famous candy brands throw off steady cash even when ingredient costs spike, but a recent cocoa shock makes the near-term story look worse than the underlying business. The key debate is whether its push into salty snacks, better-for-you treats, and new markets can add enough growth to justify owning a slow-and-steady company.Read more
American Resources, $263M Market Cap + 19% ReElement Stake, From Coal to Critical Minerals
American Resources tries to reinvent itself from coal into the U.S. supply chain for rare earths and other hard-to-source materials, with a stake in ReElement and a recycling-focused operating arm. The big question is whether this shift turns into real customers and steady sales before delays, reporting issues, or new fundraising get in the way.Read more
NOW is an established SAAS positioned for accelerated growth over the next 5 years.
ServiceNow looks like it’s getting a new burst of demand as companies lean harder on its tools to run day-to-day work and put AI to practical use. The business also pushes deeper into tightly regulated customers and new security areas, but the big question is whether today’s excitement can keep turning into lasting sales growth.Read more
Pentech Rides Malaysia’s Growing Demand for Digital Infrastructure
Malaysia’s digital transformation journey continues to gain momentum, creating significant opportunities for companies involved in ICT infrastructure, cloud computing, cybersecurity and data centre solutions. Against this backdrop, Pentech Holdings Berhad is set to debut on the ACE Market of Bursa Malaysia on 15 June 2026, positioning itself to benefit from the country’s expanding digital economy.Read more
LSIP's Fortunes Will Spike with a 39.68% Revenue Surge
While the market chases flashy tech stories, LSIP stands out as a conservative palm-oil plantation business with lots of cash and very little debt that many investors seem to be overlooking. The big question is whether supportive demand trends and steady operations can keep profits resilient—despite the usual swings in palm oil prices and rising regulatory and weather risks.Read more
High physician usership and impressive AI tools
What I like about Doximity is that there really is a very high viewership / user base of active practicing Physicians in the US and that is not invaluable and definitely could be monetized perhaps more efficiently. I also think that Doximity offers a lot of interesting tools for Physicians a lot of which you’re free and really marketed towards I think Physicians who are more in private practice.Read more
A1: New Product Penetration Strengthens Existing Retail Network
A1 is entering a more exciting growth phase as the Group deepens product penetration across its existing retail network, including NSK, Super Seven, Jaya Grocer, TF Value, CS Brothers, Memi Zoo2, NSK Grocer, Billion, My Hero and Checkers. The key investment angle is not merely customer expansion, but wallet-share expansion.Read more
Impact Silver, Record 2025 Revenue + High-Grade Kena Vein = Massive Silver Leverage Play
Disclaimer This material is provided for informational and educational purposes only and should not be considered financial, investment, legal, tax, or other professional advice. The views expressed are based on publicly available information, company filings, technical reports, news releases, company presentations, and personal analysis at the time of writing, and they may change without notice.Read more
