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Global Weekly Picks

ZENA logo
ZenaTech

ZenaTech: A big bet on the rise of AI drones and drones-as-a-service

Key Takeaways ZenaTech is focusing its efforts into building AI drones, combining Drone as a Service, SaaS, and AI as its key revenue drivers. Previously building software for agriculture, ZenaTech has shifted rapidly toward drone services, now driving ~70% of revenue after recent acquisitions.
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US$6.85
FV
63.8% undervalued intrinsic discount
611
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0users have liked this narrative
0users have commented on this narrative
17users have followed this narrative
INTU logo
Intuit

A Wonderful Business at a Not-So-Wonderful Price

There's an old investing adage I keep coming back to: it's far better to buy a wonderful company at a fair price than a fair company at a wonderful price. Intuit is, by nearly every measure, a wonderful company.
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US$500
FV
14.6% undervalued intrinsic discount
9.73%
Revenue growth p.a.
2.9k
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13users have liked this narrative
0users have commented on this narrative
14users have followed this narrative
A1AKK logo
A1 A.K. Koh Group Berhad

A1 A.K. Koh Group Berhad: A simple local food story that could ride on Visit Malaysia 2026

A1 A.K. Koh Group Berhad, a processed food and beverage business, with products such as premix spices, premade pastes, seasonings, instant noodles, premix beverages and other grocery-type items. It operates two manufacturing facilities, one in Johor and another in Vietnam , and its portfolio includes about 340 SKUs , with more than 75% marketed under its own in-house brands.
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RM 0.33
FV
40.9% undervalued intrinsic discount
9.00%
Revenue growth p.a.
841
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0users have liked this narrative
0users have commented on this narrative
7users have followed this narrative
AII logo
American Integrity Insurance Group

Priced for worse weather, but undervalued even for a high hurricane season

I recently came across AII - American Integrity Insurance Group. AII insures homes in Florida, an area you could generously describe as "a bit windy sometimes".
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US$37.19
FV
48.7% undervalued intrinsic discount
22.32%
Revenue growth p.a.
911
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3users have liked this narrative
0users have commented on this narrative
9users have followed this narrative
UBI logo
Ubisoft Entertainment

Is Ubisoft the Market’s Biggest Pricing Error? Why Forensic Value Points to €33 Per Share

By: The Forensic Analyst | Simply Wall St In the chaotic world of equity markets, price and value often diverge. But rarely do they divorce as violently as we are currently seeing with Ubisoft Entertainment SA (UBI.PA).Read more

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11.2k
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30users have liked this narrative
5users have commented on this narrative
72users have followed this narrative
€33.8
88.1% undervalued intrinsic discount
Fair Value
Profit Margin
13.86%
Future PE
18.06x
Price in 2029
€47.88
INTR logo
Inter & Co

Inter&Co - 60/30/30 Plan

At the beginning of 2023, Inter surprised those who did not follow the thesis in the market by disclosing its 60/30/30 Plan, which is a set of company guidelines for the year 2027. The company's goal is to reach 60 million customers, an efficiency index (expenses/revenues) of 30% and a return on equity (ROE) of 30%.Read more

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16
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3users have followed this narrative
US$33.3
74.4% undervalued intrinsic discount
Fair Value
Revenue
15% p.a.
Profit Margin
28%
Future PE
15x
Price in 2027
US$45.55
DSK logo
Dusk Group

Buying a Dollar for Fifty Cents: The Case for Dusk Group

The Cigar Butt That Turned Out to Be a Full Havana There is a term Ben Graham used to describe beaten-down stocks with one last puff of value left in them: cigar butts. You pick them up off the street, take one free puff, and move on.Read more

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717
users have viewed this narrative
3users have liked this narrative
2users have commented on this narrative
20users have followed this narrative
AU$1.45
44.8% undervalued intrinsic discount
Fair Value
Revenue
2.49% p.a.
Profit Margin
6%
Future PE
11.6x
Price in 2031
AU$1.79
SLR logo
Solaria Energía y Medio Ambiente

Solaria – Intrinsic Value Update (March 2026)

Solaria delivered strong audited results for 2025, reporting €303M in revenue, €266M EBITDA and €137M net income. The company also reached 3.1 GW of installed capacity and continues to expand its renewable infrastructure platform.Read more

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23
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0users have liked this narrative
0users have commented on this narrative
3users have followed this narrative
€19
22.8% overvalued intrinsic discount
Fair Value
Revenue
5.88% p.a.
Profit Margin
55.51%
Future PE
13.65x
Price in 2029
€24.44
LLY logo
Eli Lilly

Eli Lilly: A Pipeline-Driven Growth Story Trading 30% Below What the Business Is Actually Worth

Eli Lilly already runs one of the fastest-growing drug businesses on earth, and its most powerful drug is not even approved yet. WHERE THE STOCK SITS TODAY The current price is around $907 (25/03/2026).Read more

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50
users have viewed this narrative
1users have liked this narrative
0users have commented on this narrative
1users have followed this narrative
US$1.48k
38.0% undervalued intrinsic discount
Fair Value
Revenue
18% p.a.
Profit Margin
31.67%
Future PE
39.15x
Price in 2031
US$2.12k
TD logo
Toronto-Dominion Bank

TD Bank (TD): The "Remediation Rally" and the AI Compliance Guard

TD Bank (TD) is currently trading at $94.30 USD ($130.32 CAD) on the NYSE as of March 26, 2026, showing resilience after a strong Q1 earnings beat. While the stock faced a multi-year headwind following the 2024 AML (Anti-Money Laundering) settlement, it has entered 2026 as a "recovery darling" in the financial sector.Read more

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191
users have viewed this narrative
3users have liked this narrative
0users have commented on this narrative
6users have followed this narrative
CA$122
6.8% overvalued intrinsic discount
Fair Value
Revenue
1.41% p.a.
Profit Margin
31.57%
Future PE
11.15x
Price in 2031
CA$173.3
EVTL logo
Vertical Aerospace

Why Vertical Aerospace (NYSE: EVTL) is Worth Possibly Over 13x its Current Price

Once again, I boldly foretell a future possibility for the years ahead. Some reading this may scoff, or may laugh and move on.Read more

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5.3k
users have viewed this narrative
21users have liked this narrative
3users have commented on this narrative
46users have followed this narrative
US$60
95.6% undervalued intrinsic discount
Fair Value
Profit Margin
40%
Future PE
47.21x
Price in 2030
US$88.76
A005930 logo
Samsung Electronics

Samsung Electronics (005930): The "Silicon Renaissance" and the HBM4 Counter-Offensive

Samsung Electronics (005930) is currently trading at ₩199,400 KRW on the KRX as of March 25, 2026, maintaining a steady position following a minor profit-taking dip earlier in the week. This valuation represents a massive breakout from the "stagnant" range of 2024, as the company has successfully reclaimed its throne in the high-bandwidth memory (HBM) market.Read more

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146
users have viewed this narrative
1users have liked this narrative
0users have commented on this narrative
2users have followed this narrative
₩208k
13.4% undervalued intrinsic discount
Fair Value
Revenue
18.11% p.a.
Profit Margin
13.27%
Future PE
28.43x
Price in 2031
₩310.97k