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Undervalued and undercovered

Hugo Navarro
Hundreds of paid subscribers

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
Substack
PricingFreemiumPublishesTwice weekly
Issues169Founded2 years agoLast Issue6 days ago
Active

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Artwork for Undervalued and undercovered

Latest Issues

Enterprise Group, management update after a record Q2, high growth at 6.9x FY27 EBITDA

Enterprise Group just delivered the strongest Q2 in its history, revenue around C$8.8M against the C$6.49M of the paused Q2 2025, +36%, EBITDA up triple digits, four consecutive quarters of year over year growth in both lines.

Enterprise G...

6 days ago
8
Paid

A Hidden 30-40% Dividend Yield: The Cheapest Way to Own Deepwater Rigs

Today I am going to pitch you the cheapest way I have found to get drillship and semisub exposure.

Today I am going to pitch you the cheapest way I have found to get drillship and semisub exposure. I am talking 2.5–3× EBITDA on 2027 number...

9 days ago
17
1
Paid

Seeing Machines CEO Paul McGlone on what comes after the GSR ramp

I sat down with Paul McGlone, CEO of Seeing Machines, four days after the company put out a fantastic FY2026 trading update and three days after it announced its first robotics contract.

To me this is the turning point for the company. Ne...

14 days ago
12

A cheap tech duopoly posts +333% growth: Seeing Machines FY26 and CEO call

Seeing Machines just delivered a very good print, outperforming my expectations on volume.

Seeing Machines just delivered a very good print, outperforming my expectations on volume. Adjusted revenue was $76.3m, up 45% on the year, automoti...

19 days ago
9
Paid

Alliance Aviation ($AQZ): 3x Earnings, a Third of Tangible Book, and Sale Optionality

I have been following Alliance Aviation (ASX: AQZ) for a couple of years now, I have covered it a few times but never really ended up getting into it.

I have been following Alliance Aviation (ASX: AQZ) for a couple of years now, I have cov...

21 days ago
10
2
Paid

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  • Hugo Navarro

    I help investors find undervalued companies that are largely overlooked by analysts. Returns: 2025: 64.3% | YTD: 6.82%

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