(•‿-) My Top 25 Stocks for 2026Kontron – KTN.VI
Pitch Summary: Kontron focuses on IoT solutions, supplying hardware and software for networked machines and devices. The company’s strong order backlog and confirmed forecasts for 2025 highlight its growth potential. However, cyclical dependence on industrial customers and integration risks from acquisitions pose challenges. BSD Analysis: Kontron’s strategic focus on IoT positions it as a leader […]
(•‿-) My Top 25 Stocks for 2026METALS X – MLX.AX
Pitch Summary: METALS X is a leading tin producer in Australia, benefiting from the stable political environment and high demand for tin in electronics. The company’s strategic focus on exploration and extending the mine’s life supports its growth outlook. However, operational risks in underground mining and cost inflation in Australia pose challenges. BSD Analysis: METALS […]
(•‿-) My Top 25 Stocks for 2026Birchtech – BCHT
Pitch Summary: Birchtech, formerly Midwest Energy Emissions, provides mercury capture technologies for coal-fired power plants. The company’s patented SEA technology helps power plants meet EPA requirements. A recent patent infringement settlement significantly boosts its financial position. However, the long-term decline of the coal industry and the need to scale its water business present challenges. BSD […]
(•‿-) My Top 25 Stocks for 2026Electrovaya – ELVA.TO
Pitch Summary: Electrovaya specializes in lithium-ion batteries for heavy-duty applications, leveraging its proprietary ‘Infinity’ technology. The company’s first profitable year and significant revenue growth highlight its potential. The new Gigafactory in the USA is set to multiply production capacity. However, execution risks in Gigafactory construction and competition from Asian manufacturers pose challenges. BSD Analysis: Electrovaya’s […]
(•‿-) My Top 25 Stocks for 2026CeoTronics – CEK.DE
Pitch Summary: CeoTronics specializes in audio and video systems for demanding environments, securing contracts with NATO and the Bundeswehr. The company’s record sales and substantial order backlog provide visibility into future revenue streams. However, reliance on public tenders and bureaucratic delays in contract awards pose risks to its business model. BSD Analysis: CeoTronics’ expertise in […]
(•‿-) My Top 25 Stocks for 2026Flow Traders – FLOW.AS
Pitch Summary: Flow Traders benefits from market volatility, earning profits from the spread between buy and sell prices. The company’s business model serves as a hedge against market crashes, as increased trading volumes during volatile periods boost earnings. However, prolonged low volatility phases and regulatory risks in high-frequency trading present challenges. BSD Analysis: Flow Traders’ […]
(•‿-) My Top 25 Stocks for 2026MTI Wireless Edge – MWE.L
Pitch Summary: MTI Wireless Edge operates in three divisions: antennas, water management, and distribution systems. The company’s military expertise secures stable government contracts, while its water division benefits from the growing demand for irrigation control solutions. A high dividend yield and a debt-free balance sheet enhance its investment appeal. However, geopolitical risks in Israel and […]
(•‿-) My Top 25 Stocks for 2026Alphamin Resources – AFM.TO
Pitch Summary: Alphamin Resources operates the Mpama North Mine in DR Congo, known for its high-grade tin deposits. The company’s low production costs ensure profitability even with fluctuating tin prices. Recent production forecasts and strong EBITDA performance highlight its growth potential. However, political instability in DR Congo and reliance on a single asset pose significant […]
(•‿-) My Top 25 Stocks for 2026Warsaw Stock Exchange – GPW.WA
Pitch Summary: The Warsaw Stock Exchange holds a monopoly position in Poland and serves as a hub for the CEE region. Its high barriers to entry and attractive dividend yield make it a compelling investment. The potential acquisition by Euronext and Poland’s strong economic growth further enhance its prospects. However, state influence and dependence on […]
(•‿-) My Top 25 Stocks for 2026BQE Water – BQE.TO
Pitch Summary: BQE Water specializes in purifying mine water, offering patented technologies that not only clean but also recover valuable metals. The company’s recurring revenue model and alignment with the trend towards ‘green mining’ provide a strong growth outlook. However, project delays and dependence on mine activity pose risks to its business model. BSD Analysis: […]
(•‿-) My Top 25 Stocks for 2026GoldMoney – XAU.TO
Pitch Summary: GoldMoney offers a unique combination of precious metal storage and fintech solutions, providing a safe haven for investors during geopolitical uncertainties. The company’s business model benefits directly from rising gold prices, increasing assets under management and fee income. However, the complexity of its conglomerate structure and exposure to gold price fluctuations present challenges. […]
(•‿-) My Top 25 Stocks for 2026Digital Net – VRL.DE
Pitch Summary: Digital Net develops payment platforms for digital content, integrating AI for enhanced fraud detection. The company has raised its revenue and EBITDA forecasts for 2025, indicating strong growth prospects. Its deep integration with telecommunications providers offers stable cash flows. However, reliance on a few major customers and the need for constant technological investment […]
(•‿-) My Top 25 Stocks for 2026Hydreight Technologies – NURS.V
Pitch Summary: Hydreight Technologies operates a mobile health platform that allows nurses to deliver medical services such as IV drips and Botox treatments. The company has shown strong revenue growth, with Q3 2025 marking its fourth consecutive profitable quarter. The business model scales efficiently, leveraging the gig economy to minimize fixed costs. However, regulatory changes […]
(•‿-) My Top 25 Stocks for 2026Victory Square Technologies – VST.CN
Pitch Summary: Victory Square Technologies is a venture builder with a focus on Web3, gaming, and digital health startups. The company’s significant stake in Hydreight Technologies, which is valued higher than Victory Square’s total market capitalization, highlights its potential. Successful exits from its portfolio could substantially increase its net asset value. However, the cyclical nature […]
(•‿-) My Top 25 Stocks for 2026Campine – CAMB.BR
Pitch Summary: Campine is positioned in a critical niche within the circular economy, benefiting from EU regulations promoting independent raw material sources. The company is a key player in processing and recycling antimony, a strategic metal. With a favorable P/E ratio of around 5, the stock is considered undervalued. The demand for refractory materials and […]
The Danger ZoneASML Holding – ASML
Pitch Summary: ASML has a monopoly in EUV lithography, but its growth projection for next year is mid-single digit. The company’s inability to deliver to China and its dependence on the AI CAPEX boom are concerns. With a PEG ratio of 6, the stock is overvalued. The decision to reduce holdings is based on the […]
The Danger ZoneAmazon – AMZN
Pitch Summary: Amazon is trading at a high EV/EBIT of 32, with the market expecting 25% YoY growth in 2026. However, much of this growth is driven by AWS, which is vulnerable to a potential AI bust. The decision to reduce holdings is based on concerns about the sustainability of AWS growth and the impact […]
The Danger ZoneNintendo – NTDOY
Pitch Summary: Nintendo is expected to benefit from the full rollout of its new platform in 2026, with EBIT projected to rise by 40%. The stock has declined due to elevated memory pricing, but this is seen as a cyclical issue. With a forward EV/EBIT of 23 and a PEG ratio of 0.75, the stock […]
The Danger ZoneMercado Libre – MELI
Pitch Summary: Mercado Libre is a steady growth story, having grown 30% annually over the past 22 years. The stock has recently declined, presenting a buying opportunity. With an EV/EBIT of 34 and a PEG ratio of 0.98, the stock is cheaper than its historical range. The company typically trades at a 50x range, making […]
The Danger ZoneCD Projekt – CDR.WA
Pitch Summary: CD Projekt is valued at $6.5 billion and is in transition, developing new iterations of its successful franchises. The company continues to profit from catalog sales, with 5 million copies of Cyberpunk 2077 sold in the last 12 months. The upcoming release of the new Witcher iteration in 2027 is expected to drive […]
