
30 page reports and primary research on 'hidden gems' in the small cap value space.
| Platform | Pricing | Freemium | Publishes | Weekly | |
|---|---|---|---|---|---|
| Issues | 54 | Founded | 2 years ago | Last Issue | 6 days ago |
| Active | |||||

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...
PLOW raised guidance after just Q1 earnings; XPEL's OEM growth is accelerating
Recent articles: TerraVest’s Next Chapter, GCI’s Acquisition of Quintillion
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...
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.
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...
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The writers behind this newsletter.
Looking for hidden gems in the small cap value space. See www.hiddengemsinvesting.com and www.pluralinvesting.com.
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