If you are having problems identifying which companies to research and invest in, you have come to the right place.

Cutting to the Crust newsletter is a comprehensive newsletter on the 4 to 5 companies from the U.S., China, Malaysia and other countries that have performed mightily well from last week.

Every week, we will help you get started on researching these companies by putting down all the required facts you need to know about them.

Here’s a brief no-nonsense summary of the 4 companies that we are highlighting. You can get the full content (with all explanations and analysis) by subscribing to our paid Substack (which we highly recommend if you want to bring your investment journey to the next level).

As usual, our disclaimer applies. This is not investment or financial advice. We are just stating down all the facts about the companies and do not take any responsibility for your decisions.

Tempus AI (+27.7%): Healthcare tech company.

• Tempus is rapidly growing in revenue.
• Share price has risen sharply since listing but is very volatile
• It is loss-making
• Valuations are expensive

Cava Group (+23.3%): Cava Group operates the CAVA chain of restaurants in the U.S. and also grocery stores.

• Strong sales and profit growth
• It’s getting more efficient
• No dividends with profits ploughed back into expansion
• It’s ridiculously expensive to buy

Shenzhen Transsion (+9.4%): Shenzhen Transsion (ST) sells smart and mobile devices and provides telecommunication services to people in emerging markets

• Dominant market position in Africa
• Rapid revenue and profit growth
• Cheap valuations
• Share price has been underperforming
• Risks from IP infringement and the monkeypox pandemic

Shandong Gold Mining (+7.3%): Shangdong Gold Mining (SGM) is China’s second-largest gold mining company after Zijin.

• SGM has recently purchased China’s biggest gold mine [Read More]
• Very strong revenue and profit growth
• Low dividend yields
• Gold has been the talk of the town
• Expensive valuations