Metasurface Technologies
Semicap subsystem provider exposed to the cyclical upturn
Unpacking Uncertainty
Unpacking Uncertainty seeks to make sense global markets and economies and identify high-returning investment ideas along the way.
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Latest posts
Battery Age Minerals: Undervalued, Uncovered, Unmissable
This $17m ASX microcap could be holding a US$10b+ asset in plain sight - and the stock is still trading below the radar.
Wasion - One of Two AI Datacentre Suppliers to GDS/DayOne
In this note, we provide you with our thesis on Wasion.
The Situation in the Red Sea
The situation in the Red Sea is escalating quickly. This may have significant flow-on impacts for the shipping industry and associated companies.
StealthGas
Low water levels in the Panama Canal are throwing up attractive opportunities
What’s Happening in the Economy
Fed policy is undoubtedly dampening growth and reducing consumer savings.
GigaCloud Technology
I believe GigaCloud represents a highly undervalued investment opportunity.
Graphite
The race for global supremacy is producing palpable change and opportunities in the world
My Understanding of What’s Happening in the Economy
In today’s note I take a deeper look into what’s been happening in the economy over the last couple of years.
The Evolving Geopolitical World
Taking a deeper dive into the new geopolitical world that is unfolding