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Hidden Gems Investing

Chris Waller
Hundreds of paid subscribers

30 page reports and primary research on 'hidden gems' in the small cap value space.

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Substack
PricingFreemiumPublishesWeekly
Issues54Founded2 years agoLast Issue6 days ago
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Latest Issues

Malone U-Turns on Liberty Latin America | GLIBK

Why I think Malone was trying to buy more GCI, not exit LLA

Last Wednesday, GCI announced that it had acquired $107mm worth of Liberty Latin America (‘LLA’) shares and that it was in discussions to swap John Malone’s shares in LLA for newl...

6 days ago
12
2
Paid

Inflection Points for XPEL and Douglas Dynamics (XPEL, PLOW)

PLOW raised guidance after just Q1 earnings; XPEL's OEM growth is accelerating

Recent articles: TerraVest’s Next Chapter, GCI’s Acquisition of Quintillion

8 days ago
15
Paid

TerraVest's Next Chapter (TVK)

M&A, new markets, the cycle, and a 21% IRR scenario

I was recently at the largest propane tank trade show in the US and spoke with TerraVest’s Chairman, CEO, Chief Investment Officer, distributors, major competitors, mom & pops, and Mexica...

15 days ago
17
Paid

GCI Liberty (GLIBK) Acquires Quintillion: What is John Malone up to?

8.9x EV/FCF, a distressed seller, and strategic benefits

Last week, John Malone’s GCI Liberty announced it is acquiring the Quintillion fiber network for $360mm.

22 days ago
22
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Updates: Judges Scientific, Jet2, XPEL (JDG, JET2, XPEL)

Latest insights on JDG, JET2, XPEL

Remember to read the new Special Report on Douglas Dynamics (PLOW), based on interviews with 13 sources and dozens of dealers. PLOW has 50% market share and a catalyst to grow earnings far ahead of consen...

a month ago
21
7
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  • Chris Waller

    Looking for hidden gems in the small cap value space. See www.hiddengemsinvesting.com and www.pluralinvesting.com.

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