I am a passionate investor eager to share my reports on companies that are undervalued compared to the market and their peers, and are undercovered by analysts.
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 159 | Founded | 2 years ago | Last Issue | 4 days ago |
| Active | |||||
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The NPL Industry: Left for Dead, Antifragile, and Cheap. High Uncorrelated Returns?
Europe's banks are the cleanest they have been in a generation. The share of bad loans on their books has fallen to about 1.8%, a record low, down from a crisis peak near 8%. On the surface, the problem the whole distressed debt industry ex...
CareCloud: 25% FCF Yield, Reinvesting at 25–30% ROIC, the Market Is Wrong on Churn
Today we'll look again at CareCloud, one of my biggest and highest-conviction positions right now.
Today we'll look again at CareCloud, one of my biggest and highest-conviction positions right now. Let me quickly explain the whole investme...
Negative Enterprise Value, ~5x P/E, and Still Growing Through an Industry Recession
A compounder at a cigar-butt price
Water Oasis (HKEX: 1161) runs beauty salons, spas and medical-beauty centres in Hong Kong shopping malls under the Oasis, Glycel and related brands. It’s a simple, recurring, high-margin, family-controlle...
June Portfolio Update: Tons of Management Meetings and Two Big Q2 Setups
Vegas, New York, and Management Teams
June has been an extremely busy month for me, but also an extremely fun one. One of the coolest things that happened this month is that I have finally started advising a regulated investment vehicle in...
Australian Childcare Revisited: mid-teens dividends for high-growth roll-ups
Finding an entry point in a heavily punished industry
When I first wrote about Australian childcare last August, the pitch was simple: two founder-led micro-cap roll-ups, Nido and Embark, growing fast, paying high dividends, buying centres...
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I help investors find undervalued companies that are largely overlooked by analysts. Returns: 2025: 64.3% | YTD: 6.82%
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