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Global Weekly Picks
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
VEON Ltd. (VEON): The Frontier "Digital Operator" and the 84% Hypergrowth Inflection
VEON Ltd. (VEON) has officially shed its legacy telecom skin, closing the March 13, 2026, session at $50.60 USD.Read more
From Tasers to SaaS: Axon’s Quiet Platform Transformation
One company I find particularly interesting is Axon Enterprise. Many investors still associate the company primarily with TASER devices, but I think the more compelling part of the story is how Axon has quietly transformed itself into a software and data platform for public safety.Read more
MDxHealth (MDXH): Liquid Biopsy Hypergrowth and the Strategic Path to 10% EBITDA Margins
MDxHealth (MDXH) has transitioned from a high-burn diagnostic upstart into a scalable commercial powerhouse, ending the March 12, 2026, session at $3.25 USD. While the recent Q4 earnings report on February 26 showed a net loss that widened to $8.9 million (up from $6.8 million), the revenue growth remains exceptional, hitting $107.9 million for the full year 2025.Read more
A Case For NeXGold Mining Corp, a 20+ bagger by 2030 (C$40-70) or a 10 bagger by Christmas 2026 (C$16), or both?
Overview of NeXGold Mining Corp. (TSXV: NEXG) NeXGold Mining Corp.Read more
Wesfarmers Limited is a high-quality, stable long-term compounder, though it often trades at a premium valuation.
Wesfarmers Limited A High-Quality Australian Conglomerate with Durable Retail Cash Flows Wesfarmers Limited is one of Australia’s highest-quality diversified conglomerates, with a portfolio of leading businesses spanning home improvement, discount retail, office supplies, chemicals, and industrial operations. The company’s strategy focuses on owning market-leading businesses with strong competitive advantages and disciplined capital allocation.Read more
eToro: A High-Risk, Top-Tier Opportunity in the Future of Social Investing
Disclosure: At the time of writing, we are not shareholders in eToro Group (NASDAQ: ETOR). However: we are carefully studying the market situation at the moment and may buy via a GTC limit order when the market is right.Read more
Oracle: The AI Infrastructure Story Hiding in Plain Sight
Most investors think the artificial intelligence boom belongs to chipmakers like NVIDIA or cloud giants such as Microsoft. But training and running AI models requires far more than chips.Read more
Salesforce (CRM): The "Agentic Work Unit" Revolution and the $50 Billion Capital Pivot
Salesforce (CRM) has officially successfully completed its transition from a "SaaS seat-counter" into a consumption-based "Agentic AI" platform, closing the March 13, 2026, session at $192.63 USD. While the stock saw a 3.3% decline in today's session amidst a broader software sector "sanity check," the underlying fundamentals from the February 25 Q4 blowout remain the primary growth driver.Read more
