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 | 164 | Founded | 2 years ago | Last Issue | 6 days ago |
| Active | |||||
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doValue an Antifragile DD grower at 5.5x FCF, Catalyst in October
doValue ($DOV.MI) at ~€2.42 is worth ~€460m, which is only about 5.5x an estimated ~€84m of 2026E free cash flow to the parent, a run-off multiple, even though the company should deliver DD FCF growth over the coming years.
doValue ($DOV.M...
July Portfolio Update: Betting on Energy Volumes, Not Prices
July has ended, and it’s now time to make an update on everything that has happened this month: some views on the market, new ideas, reviewing and assessing conviction in the positions we hold, and taking a look at what could present intere...
Enterprise Group: High Double-Digit Growth at 8x EBITDA, Levered to the LNG Supercycle
At roughly 8 times this year’s EBITDA, with high double-digit growth returning and high insider ownership, Enterprise Group (E.TO) is one of the most misunderstood setups in Canadian energy services.
At roughly 8 times this year’s EBITDA,...
Grupo San José: 1x EV/EBITDA, Double-Digit Growth, and Hidden Assets Worth as Much as Its Market Cap
Grupo San José (GSJ) is the kind of setup that deep value investors dream about, a boring business with strong cash generation, negative working capital, almost all of its market cap in net cash, a 1-2x EV/EBITDA multiple and quite a lot of...
Picks and shovels of offshore oil: 10-19% dividend yields, 2-3x re-rating optionality
I am a firm believer in the energy trade, the industry has been underinvested for the last decade.
I am a firm believer in the energy trade, the industry has been underinvested for the last decade. But demand has been rising faster than ex...
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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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