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Global Weekly Picks
Ryde Group Ltd (NYSE American: RYDE): A High-Growth Challenger in Asia’s Digital Mobility and Quick Commerce
Sector Tailwinds Driving Opportunity Global technology and software-application markets are expanding at double-digit rates, creating fertile ground for digital platforms such as RYDE: Software as a service (SaaS): $465 billion in 2026, growing 14% year-over-year. Overall IT Spending: $6.31 trillion in 2026, up 13.5%.Read more
The $135 Billion Bet That Should Make Every Shareholder Nervous
Meta still throws off huge cash from Facebook, Instagram, and WhatsApp, but its founder is pouring massive resources into building next‑generation AI and other long-shot bets that may never pay off. With regulators around the world pushing harder on child safety, advertising practices, and data use, the real question is whether this cash machine can stay steady while the company chases its newest obsession.Read more
5/8/26 — DLocal: trading 70% below a 9.8%-discounted fair value, with the cash flow to defend it
DLocal trades below the value implied by discounting its own free cash flow. On a two-stage model running 10 years of +25.0% growth fading to a 2.5% terminal rate, discounted at 9.8%, the shares are worth USD 50.96 against a market price of USD 15.24 — a 70% discount, or +234% to fair value.Read more
OPTH: A licensed manufacturer already selling MDMA while peers still wait on trials
Optimi Health isn’t betting on a single breakthrough study like many psychedelic startups—it already makes and ships regulated psychedelic medicines to researchers and paying patients in places where doctors can prescribe them. The key question is whether its licensing and supply-chain head start can keep paying off as governments decide how fast to open up these treatments.Read more
Nevada Gold Silver Giant: 1.4Moz Gold + 20Moz Silver Potential, Kinross-Backed Nevada Play Exploding?
A2Gold Corp. TSXV: AUAU / OTCQX: AUXXF / FRA: RR7 Introduction A2Gold Corp., formerly known as Allegiant Gold, is a Nevada-focused precious-metals exploration company advancing two major district-scale projects: the Eastside Gold-Silver Project in Esmeralda County and the recently acquired Taylor Silver-Gold-Antimony Project in White Pine County.Read more
UUE Holdings Berhad Reports Record Q1 FY2027 Financial Performance as Revenue Soars 88.9%
UUE Holdings starts the year with a sharp jump in sales and profit as it delivers more underground utility work in Malaysia and Singapore, helped by better results in its Singapore business. A large backlog of signed work and rising infrastructure spending in both countries could keep momentum going, but it still depends on picking the right projects and controlling costs.Read more
The Tiny Australian School Stock That Bought Back a Quarter of Itself While Nobody Was Looking
One tiny Australian education provider gets lumped in with the visa-crackdown panic, even though it has shifted toward training people for in-demand jobs like childcare and mental health. While the market looks away, the company quietly shrinks its share count and returns cash to owners—raising a simple question: is the fear aimed at the wrong part of the business?Read more
Yum! Brands: A High-Quality Compounder With Continued Global Growth Potential
Yum! Brands appears fairly valued today, but it still offers attractive long-term growth through international expansion, Taco Bell's global rollout, and its highly profitable franchise model.Read more
NPF Microfinance Bank (NGX: NPFMCRFBK): Strong Earnings, Weak Liquidity?
NPF Microfinance Bank keeps reporting stronger profits, but the cash in the business is shrinking and customer deposits are falling. If funding and loan quality don’t hold up, today’s optimism around the stock could unwind fast.Read more
