Every month, we take the output of our research system and narrow it down to the opportunities that deserve the closest look.
The Best Buys come from The Mispriced Research Index — our internal ranking system used to compare investment opportunities across the same framework.
We’re focusing on the top 25% of the Index by QPOS Score — currently, every opportunity scoring 79/100 or higher.
Let’s go!
8. Luceco
Luceco is a UK-based designer and manufacturer of electrical products across wiring accessories, LED lighting, and portable power, including EV chargers and home energy management systems. The group sells mainly through distribution channels to both professional and consumer customers, supported by established brands and vertically integrated manufacturing. Its growth strategy is increasingly tied to electrification, energy efficiency, and adjacent low-carbon product categories.
Investment Snapshot
Market Cap: $414.87M
Revenue: $382.41M
P/E: 15.2x
P/FCF: 12.2x
ROIC (5Yr Avg): 16.2%
5Yr Base Case Fair Value: £4.05
Implied Upside: +94.7%
Buy Zone: £2.15 - £2.35 → 🟢 BELOW
QPOS Score: 79.3/100
7. Serabi Gold
Serabi Gold is a UK-listed gold producer with mining operations in the Tapajós region of Pará, Brazil. The company operates the Palito Complex and Coringa Mine, both underground gold assets, and is currently increasing production as Coringa ramps up. Its business is driven by gold production, mine development, and exploration across a large landholding in an underexplored mineral district.
Investment Snapshot
Market Cap: $173.48M
Revenue: $193.39M
P/E: 0.1x
P/FCF: 3.1x
ROIC (5Yr Avg): 20%
5Yr Base Case Fair Value: £4.10
Implied Upside: +141.2%
Buy Zone: £2.39 - £2.80 → 🟢 BELOW
QPOS Score: 82.3/100
6. The Trade Desk
The Trade Desk is an advertising technology company that provides a software platform for buying and managing digital advertising campaigns. Its platform helps advertisers and agencies purchase ad inventory across channels such as connected TV, video, audio, mobile, and display, using data and automated bidding to optimize campaign performance. The company primarily operates on the demand side of digital advertising, serving advertisers rather than publishers.
Investment Snapshot
Market Cap: $6.05B
Revenue: $2.99B
P/E: 15.3x
P/FCF: 7x
ROIC (5Yr Avg): 17.6%
5Yr Base Case Fair Value: $28
Implied Upside: +115.4%
Buy Zone: $12 - $18 → 🟡 INSIDE
QPOS Score: 83.6/100
