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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
Issues59Founded2 years agoLast Issue8 days ago
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Latest Issues

Watches of Switzerland's Investor Day (WOSG), Earnings at Judges Scientific (JDG) and Douglas Dynamics (PLOW)

Three WOSG segments that investors underappreciate

Recent articles:

8 days ago
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Jet2 Earnings and easyJet's Takeover (JET2); Concerns at TerraVest (TVK.TO)

Why Apollo's easyJet deal shows how cheap Jet2 is

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a month ago
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3x EV/FCF, Net Cash, Insider Buying, Big Buyback | Deep Dive

A family business being transformed by its first professional CEO

The setup:

2 months ago
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Watches of Switzerland (WOSG), TerraVest (TVK) & ContextLogic (LOGC): Earnings Updates

WOSG still 13x FCF after an 85% run; TVK fuelled by data centers; LOGC's Chairman buys $5.2mm.

Recent articles:

2 months ago
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Seaport Entertainment (SEG): Four Catalysts Begin in August 2026

Turning Property EBITDA positive

Seaport Entertainment trades at a market cap of $300mm despite holding $87mm of net cash and properties near Wall Street that have had $1.2bn invested in them. The company has been burning cash since it was...

3 months ago
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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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