2 Stocks To BUY NOW In March 2026

Key Concepts

• Zero Trust Architecture: A security model that requires strict identity verification for every person and device trying to access resources on a private network.
• Subscription-Based Revenue: A business model where customers pay a recurring fee for access to a product or service, ensuring predictable, long-term cash flow.
• Royalty and Streaming: A financing model in the mining industry where a company provides upfront capital to miners in exchange for a percentage of future production or revenue, avoiding operational risks.
• Gold Equivalent Ounces (GEOs): A unit of measurement used to standardize the production of different metals (like silver, copper, or nickel) into a gold-equivalent value.
• Thematic Investing: Allocating capital based on macro-trends, such as geopolitical conflict, supply chain disruptions, or technological shifts.

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1. Market Context and Strategy

The current market is characterized by high volatility driven by Middle East conflicts, rising oil prices, and inflationary pressures. The speaker argues that these conditions create "fear, uncertainty, and doubt" (FUD), which savvy investors can leverage.

Three Core Winning Strategies:

1. Thematic Short-Term Trades: Leveraging volatility (e.g., oil-related plays).
2. Safe Haven Assets: Investing in gold, silver, and companies with strong pricing power to hedge against currency devaluation.
3. Buying the Dip: Acquiring high-growth tech and AI stocks that have been oversold due to market panic.

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2. Zscaler (Ticker: ZS) – Cybersecurity

Zscaler is presented as a leader in modernizing corporate security.

• The Shift: Traditional security relied on "castle-and-moat" firewalls. Zscaler replaces this with the Zero Trust Exchange, which validates every user and device regardless of location.
• Key Products:
  • Zscaler Internet Access (ZIA): Protects users from internet-based threats.
  • Zscaler Private Access (ZPA): A secure, user-friendly alternative to traditional VPNs.
• Financial Performance:
  • Annual Recurring Revenue (ARR) grew 26% to $3.2 billion.
  • Maintains a 52% free cash flow margin.
  • AI security segment grew 80% year-over-year.
• Investment Thesis: Despite strong fundamentals, the stock is down 50% from its 52-week high. The speaker argues this is a mispricing caused by fears that AI will commoditize software, whereas, in reality, AI increases the "attack surface," necessitating more cybersecurity spending.

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3. The Mosaic Company (Ticker: MOS) – Fertilizer

Mosaic is highlighted as a strategic play on global food security and geopolitical instability.

• The Business: Mosaic is a leading producer of phosphate and potash, essential nutrients for crop yields.
• Geopolitical Catalyst: The conflict in the Middle East has disrupted the Strait of Hormuz, a primary export corridor for fertilizer. With Russia under sanctions and China restricting exports, global supply is tightening.
• Impact: If fertilizer application drops by >10%, global corn and wheat yields could fall by 5–8%, leading to significant food price inflation. Mosaic’s North American-based supply chain provides a defensive advantage in this environment.

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4. VersaMet Royalties Corp (Ticker: VME) – Precious Metals

VersaMet is a royalty and streaming company that provides capital to miners in exchange for future production.

• Business Model: Unlike miners, VersaMet has fixed costs at the time of deal signing. As gold prices rise, their margins expand significantly without the burden of operational risks (labor, energy, or equipment costs).
• Growth Metrics:
  • 2025 revenue: $34.8 million (up 189% YoY).
  • Q4 2025 revenue: $18.4 million (a 465% increase over Q4 2024).
  • Guidance: Targeting 20,000–23,000 GEOs by 2026, a 4x increase from 2024.
• Catalysts: Multiple assets (e.g., Kiaka, Raj Pina, Blackwater) are approaching production or expansion milestones over the next 12–18 months.
• Valuation: Trading at a ~9.9x price-to-cash-flow multiple, significantly lower than established peers (19x–39x), suggesting potential for a valuation rerating.

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5. Synthesis and Conclusion

The speaker emphasizes that while geopolitical crises create fear, they also create clear winners in specific sectors:

• Cybersecurity (Zscaler): Essential for protecting the expanding digital infrastructure of modern enterprises.
• Agriculture (Mosaic): A critical commodity play as global supply chains for fertilizer face unprecedented disruption.
• Precious Metals (VersaMet): A capital-efficient way to gain exposure to gold and silver, benefiting from both rising metal prices and the company's aggressive production ramp-up.

Final Note: The speaker stresses that investors must perform their own due diligence, particularly regarding the geopolitical risks associated with international mining jurisdictions and the execution risks inherent in growth-stage companies.