# ebitda — RSS Amplifier Recent posts from the 2 feeds in the RSS Amplifier directory that cover ebitda. Page: Feed: --- ## [Seeing Machines CEO Paul McGlone on what comes after the GSR ramp](https://smallcaptreasures.substack.com/p/seeing-machines-ceo-paul-mcglone) _2026-08-17 · Hugo Navarro · Undervalued and undercovered_ High double-digit growth for the market leader in driver monitoring ## [A cheap tech duopoly posts +333% growth: Seeing Machines FY26 and CEO call](https://smallcaptreasures.substack.com/p/a-cheap-tech-duopoly-posts-333-growth) _2026-08-12 · Hugo Navarro · Undervalued and undercovered_ Seeing Machines just delivered a very good print, outperforming my expectations on volume. ## [Alliance Aviation ($AQZ): 3x Earnings, a Third of Tangible Book, and Sale Optionality](https://smallcaptreasures.substack.com/p/alliance-aviation-aqz-3x-earnings) _2026-08-10 · Hugo Navarro · Undervalued and undercovered_ I have been following Alliance Aviation (ASX: AQZ) for a couple of years now, I have covered it a few times but never really ended up getting into it. ## [doValue an Antifragile DD grower at 5.5x FCF, Catalyst in October](https://smallcaptreasures.substack.com/p/dovalue-an-antifragile-dd-grower) _2026-08-05 · Hugo Navarro · Undervalued and undercovered_ doValue ($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](https://smallcaptreasures.substack.com/p/july-portfolio-update-betting-on) _2026-08-01 · Hugo Navarro · Undervalued and undercovered_ 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](https://smallcaptreasures.substack.com/p/enterprise-group-high-double-digit) _2026-07-29 · Hugo Navarro · Undervalued and undercovered_ 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](https://smallcaptreasures.substack.com/p/grupo-san-jose-1x-evebitda-double) _2026-07-24 · Hugo Navarro · Undervalued and undercovered_ 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](https://smallcaptreasures.substack.com/p/picks-and-shovels-of-offshore-oil) _2026-07-20 · Hugo Navarro · Undervalued and undercovered_ 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?](https://smallcaptreasures.substack.com/p/the-npl-industry-left-for-dead-antifragile) _2026-07-16 · Hugo Navarro · Undervalued and undercovered_ Hidden AI efficiency play ## [CareCloud: 25% FCF Yield, Reinvesting at 25–30% ROIC, the Market Is Wrong on Churn](https://smallcaptreasures.substack.com/p/carecloud-25-fcf-yield-reinvesting) _2026-07-09 · Hugo Navarro · Undervalued and undercovered_ Today we'll look again at CareCloud, one of my biggest and highest-conviction positions right now. ## [Open directory of blogs for agents (Sponsored)](https://crawlproof.com/a/KNfOj6G9JnFe) _2026-07-09 · **Sponsored**_ Submit URLs or OPML; receive feed pages with summaries, plus JSON/OPML/plain text ## [Valuation Deep-Dive (GSF): 60% Upside Opportunity](https://foreignstockresearch.substack.com/p/valuation-deep-dive-gsf-60-upside) _2025-07-28 · Foreign Stocks · Foreign Stock Research_ Battery storage portfolio trading at £442k/MW, a massive discount vs recent transaction at £860k/MW for a similar platform ## [Another Green Energy Investment with 12% Dividend Yield + Upside Potential](https://foreignstockresearch.substack.com/p/another-green-energy-investment-with) _2025-07-13 · Foreign Stocks · Foreign Stock Research_ Invest in renewables while generating above-market returns ## [Supreme – A Growing Consumer Platform at 5.3x EV/EBITDA](https://foreignstockresearch.substack.com/p/supreme-a-growing-consumer-platform) _2025-07-06 · Foreign Stocks · Foreign Stock Research_ Full Investment Thesis: You Don't Want To Miss this! ## [Investing in the Future of Energy - For a Large Profit](https://foreignstockresearch.substack.com/p/investing-in-the-future-of-energy) _2025-06-10 · Foreign Stocks · Foreign Stock Research_ Fast-growing energy storage platform trading at a 40% discount to NAV ## [+5.5% Return Arbitrage in 2 Months - Takeover Play Still On!](https://foreignstockresearch.substack.com/p/55-return-arbitrage-in-2-months-takeover) _2025-05-10 · Foreign Stocks · Foreign Stock Research_ Merger arbitrage play yielding +5.5% in 2 months since original post while markets tumble, and counting! Reading time: 7 minutes ## [UK Micro-Cap Gem: Doubled EBITDA in 3y, Still Trading Below 5x?](https://foreignstockresearch.substack.com/p/uk-micro-cap-gem-doubled-ebitda-in) _2025-05-04 · Foreign Stocks · Foreign Stock Research_ Short-read: 6 minutes ## [Kenmare Resources (LSE: KMR): Merger Arbitrage Opportunity with Underlying Value as Downside Protection](https://foreignstockresearch.substack.com/p/kenmare-resources-lse-kmr-merger) _2025-03-10 · Foreign Stocks · Foreign Stock Research_ Value small cap with ~3x EV/EBITDA and 30-50% return potential in merger arbitrage. Reading time: 11 minutes