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Global Weekly Picks
Kuya Silver, The High-Octane Rocket With 15,372 g/t Silver + $12 AISC
Kuya Silver Corporation CSE: KUYA / OTCQB: KUYAF / FRA: 6MR1 Introduction Kuya Silver is a Canadian-based, growth-oriented silver mining company whose flagship asset is the Bethania Silver Mine in central Peru. Unlike many junior silver companies that remain years away from production, Bethania is already operating.Read more
Brava Energia will see a revenue growth of 50% this year
Why Brava Energia (BRAV3) is Deeply Mispriced at R$ 17 At R$ 17 per share , the market is pricing Brava Energia as a distressed asset, ignoring its imminent 2027 transformation. The Investment Thesis Production Inflection: The current drilling campaign will add 4 key offshore wells in its main assets, Atlanta and Papa-Terra, pushing total production toward 120,000 boe/d.Read more
A value stock that's undervalued.
Accenture looks like a steady “workhorse” for big companies, but fears that AI could shrink consulting work have pushed investors away. The real question is whether Accenture can turn that AI disruption into a new wave of demand—or whether clients keep cutting back.Read more
Only Two Analysts Cover This Stock.
A little-followed Mexico-based direct seller looks cheap to the market, even as the controlling founder and the CEO keep buying more shares. The business is growing again, pays a steady dividend, and now has a fresh boost from the Tupperware deal—but the integration could still be where this story breaks.Read more
Cheetah Net is transforming its business through international trading growth
Cheetah Net is undergoing a significant transformation from a traditional logistics and warehousing company into an international trading business. The acquisition of Super International Trading provides a new growth engine and is expected to become an increasingly important part of the company's revenue.Read more
A1AKK Enters FY2027 on Firmer Footing as Core Earnings Improve and Expansion Plans Gather Pace
A1 A.K. Koh Group Berhad (A1AKK) is entering its new financial year with a stronger underlying earnings profile and a healthier balance sheet, even though its final quarter was weighed down by higher promotional spending and tax-related items. For the fourth quarter ended 30 June 2026, the Group recorded revenue of RM16.70 million, up 5.8% from RM15.78 million a year earlier.Read more
What's behind the counter?
Rezolve AI (NASDAQ: RZLV) is heading into its most consequential month since going public. Audited H1 2026 results land on the 1st of September, and court approval for the $300 million buyback and capital reduction is expected to follow within weeks.Read more
Unilever (LSE:ULVR), changes in the wind.
This article appeared on my substack page a couple of days ago ( https://piproberts25.substack.com/p/unilever-lseulvr-changes-in-the-wind?r=6kjdcg&utm_campaign=post-expanded-share&utm_medium=web ) Unilever (LSE:ULVR) is changing. It has plans to no longer simply be the mature consumer staples business it has been for decades.Read more
Decision Making Under Ambiguity – A Case Study on Expectations Investing
Standing on the shoulders of the giants As I grow as an investor, I am increasingly focused on building a repeatable process for identifying mispriced stocks. My approach draws on Michael Mauboussin’s classic book, Expectations Investing.Read more
