Seeing Machines CEO Paul McGlone on what comes after the GSR ramp
High double-digit growth for the market leader in driver monitoring
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.
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A cheap tech duopoly posts +333% growth: Seeing Machines FY26 and CEO call
Seeing Machines just delivered a very good print, outperforming my expectations on volume.
Alliance Aviation ($AQZ): 3x Earnings, a Third of Tangible Book, and Sale Optionality
I have been following Alliance Aviation (ASX: AQZ) for a couple of years now, I have covered it a few times but never really ended up getting into it.
doValue an Antifragile DD grower at 5.5x FCF, Catalyst in October
doValue ($DOV.MI) at ~€2.42 is worth ~€460m, which is only about 5.5x an estimated ~€84m of 2026E free cash flow to the parent, a run-off multiple, even though the company should deliver DD FCF growth over the coming years.
July Portfolio Update: Betting on Energy Volumes, Not Prices
July has ended, and it’s now time to make an update on everything that has happened this month: some views on the market, new ideas, reviewing and assessing conviction in the positions we hold, and taking a look at what could present interesting opportunities in the following months.
Enterprise Group: High Double-Digit Growth at 8x EBITDA, Levered to the LNG Supercycle
At roughly 8 times this year’s EBITDA, with high double-digit growth returning and high insider ownership, Enterprise Group (E.TO) is one of the most misunderstood setups in Canadian energy services.
Grupo San José: 1x EV/EBITDA, Double-Digit Growth, and Hidden Assets Worth as Much as Its Market Cap
Grupo San José (GSJ) is the kind of setup that deep value investors dream about, a boring business with strong cash generation, negative working capital, almost all of its market cap in net cash, a 1-2x EV/EBITDA multiple and quite a lot of hidden assets on the balance sheet, including real estate and land in Latin America and a 10% stake in one of the largest residential real estate projects in…
Picks and shovels of offshore oil: 10-19% dividend yields, 2-3x re-rating optionality
I am a firm believer in the energy trade, the industry has been underinvested for the last decade.
The NPL Industry: Left for Dead, Antifragile, and Cheap. High Uncorrelated Returns?
Hidden AI efficiency play
CareCloud: 25% FCF Yield, Reinvesting at 25–30% ROIC, the Market Is Wrong on Churn
Today we'll look again at CareCloud, one of my biggest and highest-conviction positions right now.