
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 | 144 | Founded | 2 years ago | Last Issue | 7 days ago |
| Active | |||||

Speaking with Paul McGlone about the future of Seeing Machines.
The inflection is finally here. Q3 KPIs have been incredible, surpassing my estimates. The GSR ramp-up is no longer theoretical, YoY royalty growth came in at 259%, and the pa...
Trading below book with a publicly committed plan to double EBITDA by 2030
Oil services name in offshore trading below 5x EV/EBITDA, with strong FCF conversion (21% FCF Yield), and a clear plan to double EBITDA by 2030. A 2x return is on t...
Explaining the energy markets, plus the Q1 prints to watch in May
The Buried Bargains portfolio is up 79.89% since its inception on 20 January 2025. Returns for 2025 were 64.3%, and YTD returns so far are 9.49%. This means we are beating t...
The cheapest PGM miner in the world
A precious metal miner trading at a 43% FCF yield is extremely cheap. For this one, the basket is platinum-heavy with material rhodium exposure. Both metals have strong fundamentals: multi-year deficits,...
How I'm positioned for the next platinum bull market
Platinum was a beast in 2025 — alongside silver, the best-performing precious metal of the year — moving from below $1,000 per ounce to a peak near $3,000 in early 2026 and now, after a...
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The writers behind this newsletter.
I help investors find undervalued companies that are largely overlooked by analysts. Returns: 2025: 64.3% | YTD: 6.82%
I am Mihail, an excess return hunter in obscure markets. Interested in Brazil and beyond? Check TheOldEconomy.
A private publication for investors seeking high quality investment opportunities, presented to them in a simple, easy to understand format. Capital-light hard asset compounders with superior business Models & ROIC.
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