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17 companies tracked · 469 in screened universe · 443 SEC-validated
Companies Tracked
17
of 469 screened
Avg Upside to Fair Value
+65.5%
8 with FV est.
Updated This Month
12
last 30 days
Highest Conviction
PAGS
PagSeguro Digital · +58.6% upside
Top Conviction Picks5
PAGS
PagSeguro Digital
Financial Services
$9.14+58.6%
Cheapest profitable fintech on every multiple — 9.5× P/E, 22% net margin, shrinking share count, take-rate stable through PIX.
GRAB
Grab Holdings
Technology
$3.54+72.9%
$5B net-cash fortress on a $14.5B cap, revenue +24%, dominant ASEAN super-app — gated by the most extreme dual-class voting structure in tech.
GAU
Galiano Gold
Basic Materials
$2.25+51.1%
Debt-free single-asset gold miner (Asanko, Ghana) printing cash at $4,500/oz — 14–16% FCF yield and a mill-expansion catalyst.
PAYO
Payoneer Global
Financial Services
$5.43+47.3%
Cross-border SMB payments network with a fresh trust-bank charter — interest income on the float plus a lending ramp, at a single-digit forward multiple.
TUYA
Tuya Inc
Technology
$2.21+44.8%
IoT PaaS with ~$1.02B cash (>70% of market cap), an F-score of 9, and an HK dual listing as delisting insurance.
Recently Updated
Recently updated companies
TickerCompanySectorMkt CapUpdatedConvictionDepth
IRWDIronwood PharmaceuticalsHealthcare$576M13d agoScreening
CLOVClover HealthHealthcare$2.49B13d agoScreening
OMSEOMS Energy TechnologiesEnergy$191M13d agoScreening
FATNFatPipe NetworksTechnology$85M13d agoScreening
CCLDCareCloudHealthcare$98M13d agoScreening
AYAAya Gold & SilverBasic Materials$2.76B13d agoDeep Dive
PAGSPagSeguro DigitalFinancial Services$2.16B13d agoFull Model
GAUGaliano GoldBasic Materials$525M14d agoDeep Dive
PAYOPayoneer GlobalFinancial Services$2.70B14d agoDeep Dive
TIGRUP Fintech (Tiger Brokers)Financial Services$900M15d agoDeep Dive
Sector Allocation
Technology4
Healthcare4
Financial Services3
Basic Materials3
Communication Services1
Energy1
Consumer Defensive1
Tracked set across 7 sectors · universe skews Healthcare 24.7% / Technology 16.2%
Upcoming Catalysts40
End-JunBTGFekola permit decision (Mali)RegulatoryMid-2025BTGPrepaid gold contracts expireMacro2025BTGGoose project FIRST GOLD (Nunavut)ProductQ4 2025BTGFekola underground first oreProductMay–Jun '26PAGSQ1 2026 earnings + Selic rate decisionEarningsMay '26GRABSuperbank consolidation into GrabProductJun 1 '26GRABIndonesia 8% commission cap effectiveRegulatory
Data integrity. Every name is fetched from two independent sources (yfinance + SEC EDGAR XBRL) and cross-validated across 7 gates. Revenue gaps >30% or share gaps >40% incur a scoring penalty. Figures shown are filing-validated; gaps are marked [awaiting].