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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
MercadoLibre and the Spreadsheet Trick That Decides Everything
MercadoLibre looks like it’s burning cash, but much of that is tied to building its fast-growing lending business rather than a weakening core platform. The real question is whether this lending push turns into a self-funding engine or a permanent drain—and the next results could swing the story either way.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
Diagnostyka SA: Solidny lider, który już nie jest tani
Teza inwestycyjna Diagnostyka to najlepsza jakościowo spółka diagnostyczna w Polsce – lider rynku laboratoryjnego z wyraźną przewagą skali, solidnym moatem i wysoką generacją gotówki. Biznes jest przewidywalny, rentowny i wciąż ma przestrzeń do wzrostu powyżej tempa rynku przez najbliższe kilka lat.Read more
The Tiny Australian School Stock That Bought Back a Quarter of Itself While Nobody Was Looking
After a visa crackdown spooks investors, EDU Holdings looks like it’s being punished like every other school business even though it has already shifted toward courses Australia urgently needs. Management keeps shrinking the share count and returning cash to shareholders, so the big question is whether the policy fear is really as bad as the market assumes.Read more
Yum! Brands: A High-Quality Compounder With Continued Global Growth Potential
Yum! Brands looks like a steady grower, not a bargain, with a big part of the next chapter coming from taking Taco Bell into more countries. The real question is whether its franchise-heavy setup and tech push can keep growth going while the U.S. business and Pizza Hut stay tougher.Read more
Lotus Technology (NASDAQ: LOT) Shows Encouraging Signs of a Technical Rebound
Lotus Technology (NASDAQ: LOT) is beginning to display increasingly constructive technical signals as the stock stabilises around the US$0.83 support zone. After successfully defending this key level, buying momentum has started to emerge, suggesting that confidence is gradually returning and a stronger recovery could be developing.Read more
5/8/26 — Paysign: trading 79% below a 9.8%-discounted fair value, with the cash flow to defend it
Paysign 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 43.01 against a market price of USD 9.17 — a 79% discount, or +369% to fair value.Read more
