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!
7. Autotrader Group
Auto Trader Group operates the UK’s largest automotive marketplace, connecting car buyers with retailers and private sellers. Its platform combines vehicle listings with pricing data, advertising tools, retailer software, and digital retailing products designed to move more of the car-buying process online. The business benefits from strong network effects: a large buyer audience attracts sellers, while broad vehicle inventory reinforces consumer traffic.
Investment Snapshot
Market Cap: $4.93B
Revenue: $826.3M
P/E: 13.5x
P/FCF: 12.6x
ROIC (5Yr Avg): 48.4%
5Yr Base Case Fair Value: £8.65
Implied Upside: +88.5%
Buy Zone: £4.30 - £4.75 → 🟡 INSIDE
QPOS Score: 79/100
6. Intuit
Intuit is a financial technology company serving consumers, small and mid-sized businesses, and accounting professionals. Its main products include QuickBooks for accounting, payroll and payments, TurboTax for tax preparation, Credit Karma for personal finance, and Mailchimp for marketing automation. Its business is largely built around recurring software subscriptions, transaction-based services, and financial-product referrals.
Investment Snapshot
Market Cap: $73.72B
Revenue: $21.45B
P/E: 16.8x
P/FCF: 8.5x
ROIC (5Yr Avg): 14.7%
5Yr Base Case Fair Value: $525
Implied Upside: +91%
Buy Zone: $285 - $360 → 🟡 INSIDE
QPOS Score: 80.1/100
5. Wavestone
Wavestone is a global consulting firm focused on business and technology transformation. It advises large companies on areas such as strategy, IT transformation, cybersecurity, data and AI, operational change, and risk management. The firm operates across 17 countries with more than 6,000 employees and generates most of its business from helping clients manage complex, large-scale transformation programs.
Investment Snapshot
Market Cap: $835.35M
Revenue: $1.1B
P/E: 8.9x
P/FCF: 5.7x
ROIC (5Yr Avg): 15.8%
5Yr Base Case Fair Value: €63
Implied Upside: +111%
Buy Zone: €35 - €40 → 🟢 BELOW
QPOS Score: 82.3/100
