Hidden Market Gems is a problem-centric equity research lab. We start from a real problem in the world, then find the under-followed company that solves it better than almost anyone, often before the market really cares.
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 308 | Founded | 2 years ago | Last Issue | 4 days ago |
| Active | |||||
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Kraken Robotics: Down -50% from ATH, Great Time To Buy?
From 1.60 to 10.72 and back to 4.54.
Please before diving in, read this disclaimer.
French defence small cap: revenue +127% in nine months, 0.18x EV/sales, parent and CEO hold 24%
A Laptop With Nothing To Say and a French Defence Small Cap that Nobody Audits
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Updates on Thesis - Gem Partners Rendez-vous #2
Fresh from the track record of Hidden Market Gems,
Hello guys and welcome to this update on the thesis from the track record. You know that I want to take more time to come back to these thesis and get actual feedbacks to how it went along...
Gem Roundup, September 2026
Eleven names out, twenty new ones described, and four I want to spend more time on.
Hello Gem Partners, I hope you are doing well!
A$63m Australian industrial: profit +28%, 12.8x earnings, 3% yield, a third owned by insiders
Please before diving in, read this disclaimer.
This article was 100% supported by the Gem Partners, the paying subscribers of Hidden Market Gems. They literally fund my research, my coffee consumption that allow me to work after my job and...
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Authors
The writers behind this newsletter.
I invest in the SMID Cap solving the problem of tomorrow.
Founder of The Second Order & contributor writer for Future Cognitive Capital.
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