SA
Salvurion
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Caterpillar: Expensive Efficiency, but the Infrastructure Thesis holds (Hold)
Thesis & Moat: Caterpillar remains the gold standard in heavy machinery. My technical background in hydraulics and automation confirms that their machines—and specifically their autonomous mining solutions—are top tier.Read more
SA
US$551.93
41.8% overvalued intrinsic discount
Fair Value
Revenue
6.03% p.a.
Profit Margin
14.34%
Future PE
28.36x
Price in 2030
US$836.47
TSMC: The World's Most Important Company is on Sale (Bullish)
Thesis & Moat: TSMC is the definition of a monopoly in disguise. With ~90% market share in advanced nodes (<5nm), they are the sole enabler of the AI revolution (Nvidia, Apple, AMD are all dependent).Read more
SA
US$55.12
579.7% overvalued intrinsic discount
Fair Value
Revenue
15.81% p.a.
Profit Margin
43.29%
Future PE
23.59x
Price in 2030
US$94.3