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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
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
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
A Company Preparing for the Future: Charles River Laboratories
The Hidden Bottleneck in Drug Development: Why Charles River Acquired a Cambodian Primate Supplier On January 12, 2026, Charles River Laboratories announced that it had signed an agreement to acquire the assets of K.F. (Cambodia) Ltd., a major non-human primate (NHP) breeding and supply company. [$510M] At first glance, this transaction might appear to be a routine supply chain acquisition in the contract research organization (CRO) industry.Read more
Adobe (ADBE): Record Q1 AI-Revenue and the End of the Shantanu Narayen Era
Adobe (ADBE) delivered a massive double-beat for its fiscal Q1 2026 earnings reported on March 12, yet the stock slid 6.4% in post-market trading to approximately $252.50 USD. The headline numbers were undeniably strong: record revenue of $6.40 billion (up 12% YoY) and adjusted EPS of $6.06 , crushing the $5.87 analyst consensus.Read more
Freehold: Offers a fantastic growth-income intersection up to $50 WTI. Below $50 WTI, it may offer historic opportunities in terms of ROI.
Operational Depth and Strategic Pivot Analysis 1. Business Model Mechanics: Inflation-Resilient Cash Flow Freehold Royalties' business model differs from traditional Exploration and Production (E&P) companies with a fundamental structural advantage: The company does not bear any of the costs of drilling, completion, operation, or environmental rehabilitation on its land.Read more
