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Hidden Market Gems

Hundreds of paid subscribers

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
Substack
PricingFreemiumPublishesTwice weekly
Issues311Founded2 years agoLast Issue5 days ago
Active

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Latest Issues

Bears Are Wrong About AI, Again.

Please before diving in, read this disclaimer.

Photo by Aerps.com on Unsplash

Hi everyone, this is a clear part II from the article I published some weeks ago.

Wednesday 14 October 2026, a little after the New York open.

CoreWeave,...

5 days ago
19
7

My 9 Best UK-Based Small Cap Ideas

£134.8bn left London in ten years. Buyers with cheaper capital have started taking it back.

Please before diving in, read this disclaimer.

12 days ago
10
Paid

The Biggest Physical Problem Of AI

Big Tech has bought the chips. What it cannot buy fast enough is a megawatt that switches on, and three overlooked companies own some.

Please before diving in, read this disclaimer.

19 days ago
10
Paid

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.

24 days ago
17
2
Paid

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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a month ago
9
Paid

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