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Hidden Gems Investing

30 page reports and primary research on 'hidden gems' in the small cap value space.

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3 Quality European Compounders by The Dutch Investors

A quick pitch of three stocks we believe are high-quality and deserve more praise.

7x P/E, 10% Growth, Big Buyback | Deep Dive

An industry leader with excellent management and net cash

Watches of Switzerland's Investor Day (WOSG), Earnings at Judges Scientific (JDG) and Douglas Dynamics (PLOW)

Three WOSG segments that investors underappreciate

Jet2 Earnings and easyJet's Takeover (JET2); Concerns at TerraVest (TVK.TO)

Why Apollo's easyJet deal shows how cheap Jet2 is

3x EV/FCF, Net Cash, Insider Buying, Big Buyback | Deep Dive

A family business being transformed by its first professional CEO

Watches of Switzerland (WOSG), TerraVest (TVK) & ContextLogic (LOGC): Earnings Updates

WOSG still 13x FCF after an 85% run; TVK fuelled by data centers; LOGC's Chairman buys $5.2mm.

Seaport Entertainment (SEG): Four Catalysts Begin in August 2026

Turning Property EBITDA positive

Malone U-Turns on Liberty Latin America | GLIBK

Why I think Malone was trying to buy more GCI, not exit LLA

Inflection Points for XPEL and Douglas Dynamics (XPEL, PLOW)

PLOW raised guidance after just Q1 earnings; XPEL's OEM growth is accelerating

TerraVest's Next Chapter (TVK)

M&A, new markets, the cycle, and a 21% IRR scenario