Undiscovered Compounders
Deep dives on companies too small or simply too boring for most of the market to bother with.
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 51 | Founded | a year ago | Last Issue | 5 days ago |
| Active | |||||
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undiscoveredcompounders.comLatest Issues
Painful Confidence, Natural Disasters, Advice Backfires and Fake Knowledge: Undiscovered Papers #2
The idea is simple: I read a lot of research papers, and every hour I’ve spent on them has made me a better investor. So I’ll be sharing the best ones here.
1 post a week, about a 15-minute read, with 3 to 5 studies depending on how many a...
IA (ex-ISSC) paid 13.8x EBITDA for Aydin: what the accounts of a captive subsidiary hide
Elbit sold to Aydin, bought from Aydin, and billed Aydin. The numbers carry all three.
Innovative Aerosystems (IA, formerly ISSC) bought Aydin for $24.5M. The deal’s 8-K/A (finally) came out on October 7, and it contains quite a lot of new...
A New Series: Undiscovered Papers #1
The idea is simple: I read a lot of research papers, and every hour I’ve spent on them has made me a better investor. So I’ll be sharing the best ones here.
It’ll be 1 post a week, about a 15-minute read, with 3 to 5 studies depending on h...
Tantalus Systems: a quiet micro-cap compounder inside a multibillion-dollar grid megatrend
The grid is building a trillion dollars of muscle, and Tantalus, a $175M company, sells it the nerves.
Tantalus Systems (TSX: GRID, OTCQX: TGMPF) is a Canadian micro-cap (C$256M market cap) that has the profile of a quality compounder, rid...
Copart’s $1.9B Bet on ACV Auctions: a Deep Dive
What Copart bought, how it won the auction, and what it needs for the deal to pay off.
On September 10, 2026, Copart (Nasdaq: CPRT) announced it would acquire ACV Auctions (NYSE: ACVA) for $10.50/share in cash, or about $1.9B.
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Authors
The writers behind this newsletter.
Professional rock-turner. Deep dives on companies the market hasn't found yet, but can't ignore for long. Deeply rooted in academic research.
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