Hugo Navarro
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Undervalued and undercovered
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.
10 posts · theirs
Lately
Seeing Machines CEO Paul McGlone on what comes after the GSR ramp
A cheap tech duopoly posts +333% growth: Seeing Machines FY26 and CEO call
Alliance Aviation ($AQZ): 3x Earnings, a Third of Tangible Book, and Sale Optionality
doValue an Antifragile DD grower at 5.5x FCF, Catalyst in October
July Portfolio Update: Betting on Energy Volumes, Not Prices
Enterprise Group: High Double-Digit Growth at 8x EBITDA, Levered to the LNG Supercycle
Grupo San José: 1x EV/EBITDA, Double-Digit Growth, and Hidden Assets Worth as Much as Its Market Cap
Picks and shovels of offshore oil: 10-19% dividend yields, 2-3x re-rating optionality
The NPL Industry: Left for Dead, Antifragile, and Cheap. High Uncorrelated Returns?
CareCloud: 25% FCF Yield, Reinvesting at 25–30% ROIC, the Market Is Wrong on Churn
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