Weekly Picks: 👑 GAW's IP Potential, SECU B's AI Pivot, and FAST's EV Charging Network

Each week our analysts hand pick their favourite Narratives from the community (  what is a Narrative? ).

This week’s picks cover: 

• 🏰 Why Games Workshop Group could rival Star Wars' intellectual property.
• 👮‍♂️ How Securitas is leaning into AI in the labor-heavy security industry.
• 🔌 Why Fastned’s position in EV charging is a cut above the rest.

💡 Why we like it: This narrative makes a persuasive case for Games Workshop as more than a niche hobbyist brand. It positions it as an under-the-radar IP powerhouse with Disney-level potential. The parallels to Star Wars are compelling, and the blend of financial discipline with expanding media ambitions suggest it has great potential. 

💡 Why we like it: Unike captures the turning point for Securitas as it evolves from a labor-heavy guarding business into a tech-driven security leader. The focus on AI, autonomous solutions, and electronic security highlights clear margin expansion potential, while recognizing risks like wage inflation and competitive pressure. It’s a balanced thesis that frames Securitas’ transformation as a necessity and an opportunity.

💡 Why we like it: It highlights a rare mix of scalability, operational excellence, and sustainability. Fastned’s high-traffic location strategy and vertically integrated model set it apart in a crowded EV charging market. The financial trajectory behind revenue growth and margin expansion provide confidence. Plus we love the context from the images!

What's next?

1. 🔔 Know when to act: Set the narrative valuations as your own fair value to know when to buy, hold or sell the stock.

2. 🤔 Get answers: Ask the author any questions in the comments section. Feel free to like as well to support their work.

3. ✨ Discover more Narratives: There are hundreds of other insightful stock narratives on our Community page .

4. ✍️ Build an audience: Have your narrative seen by millions of investors, simply meet our Featuring criteria to go into the running!

Disclaimer

Simply Wall St analyst Michael Paige and Simply Wall St have no position in any of the companies mentioned. These narratives are general in nature and explore scenarios and estimates created by the authors. These narratives do not reflect the opinions of Simply Wall St, and the views expressed are the opinion of the author alone, acting on their own behalf. These scenarios are not indicative of the company’s future performance and are exploratory in the ideas they cover. The fair value estimate’s are estimations only, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that the author’s analysis may not factor in the latest price-sensitive company announcements or qualitative material.

Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com

Simply Wall St analyst Michael Paige and Simply Wall St have no position in any of the companies mentioned. This article is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.