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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
Issues56Founded2 years agoLast Issue8 days ago
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Latest Issues

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:

8 days ago
12
Paid

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...

15 days ago
16
1
Paid

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...

a month ago
16
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

a month ago
16
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...

a month ago
18
Paid

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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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