Stock Picker
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 5 | Founded | 4 months ago | Last Issue | 22 days ago |
| Active | |||||
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hiddentenbagger.substack.comLatest Issues
Update on my two theses ( Root and Metals Exploration)
1. ROOT — The thesis holds, but today the critical point is much more clearly growth
As I wrote in the original thesis, I expected a difficult year for insurance companies; in fact, I will increase my position in Root if the stock price c...
CAVCO INDUSTRIES (NASDAQ: CVCO): a quality company with growing demand and a legislative catalyst.
Executive Summary
Cavco Industries (NASDAQ: CVCO) is one of the largest manufacturers of factory-built homes in the United States and, in our view, one of the most attractive listed ways to gain exposure to the structural shortage of a...
Root, Inc.: Technology, Underwriting Discipline, and New Growth Opportunities
Company Overview
Root, Inc. is a U.S.-based insurtech company founded in 2015 and headquartered in Columbus, Ohio. The company was created with the aim of innovating the insurance industry through a more advanced use of technology, data,...
Metals Exploration: Is the Market Undervaluing La India?
From Runruno to La India: a debt-free gold producer with strong cash generation and an advanced development project that the market may still be discounting too heavily for country and execution risk.In my view, the current valuation offers...
SEMICONDUCTOR LINEAR REGRESSION
In the following model, I performed a linear regression across companies exposed to the semiconductor sector. The y variable is the P/E ratio, while the x variable is the estimated net income growth rate for 2028.
The regression yielded an...
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Subscribers, engagement, traffic and sponsorship for Stock Picker.
| Subscribers | Engagement | 63 | Monthly Web Visits | ||
|---|---|---|---|---|---|
| Accepts Sponsors | Estimated Cost per Ad | ||||
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Authors
The writers behind this newsletter.
Independent equity research: I find high-potential companies that the market has overlooked. Not financial advice.
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