Hidden Gems Investing

Judges Scientific (JDG.L): Podcast & Update

Updated analysis on CEO change, growth runway, Geotek, and valuation

Dec 18 • Chris Waller

11

ContextLogic (LOGC): Acquistion, Update, and Valuation

Update after LOGC makes a $900mm acquisition of US Salt

Dec 16 • Chris Waller

10

2

1

Updates: GCI Liberty, XPEL, Jet2, Seaport, Judges Scientific, Watches of Switzerland, (GLIBK, XPEL, JET2, SEG, WOSG, JDG)

Latest analysis on GLIBA, XPEL, JET2, SEG, WOSG, JDG

Dec 2 • Chris Waller

20

3

3

November 2025

GCI Liberty (GLIBA) Rights Offering: What is John Malone up to?

Update on GCI Liberty rights offering, Malone subscription, and valuation.

Nov 19 • Chris Waller

18

4

Updates: GCI Liberty, Watches of Switzerland, ContextLogic, Macfarlane (GLIBA, WOSG, LOGC, MACF)

John Malone focusing on GCI Liberty and latest analysis on results

Nov 4 • Chris Waller

15

3

October 2025

GCI Liberty (GLIBA): Spinoff, Dominant Telecom, John Malone | Special Report

Deep Dive on GCI Liberty: John Malone's next Liberty Media, business model, Starlink risk, and valuation as an advantaged acquirer

Oct 28 • Chris Waller

31

1

9

Updates: Judges Scientific, Jet2, Watches of Switzerland (JDG, JET2, WOSG)

Latest analysis on results and tariffs affecting Jet2, Judges Scientific, and Watches of Switzerland.

Oct 7 • Chris Waller

16

2

September 2025

Tesla and XPEL - A Roadmap for Growth?

Update on XPEL's growth runway and investment opportunities

Sep 23 • Chris Waller

17

6

Seaport Entertainment (SEG): Pier 17, Tin Building & Valuation | Special Report

SEG stock trades at a $330mm market cap despite $162mm in net cash and $850mm of properties. This deep dive updates on valuation, business model, and…

Sep 16 • Chris Waller

14

7

2

Monthly Updates: TerraVest, Seaport, XPEL

TerraVest, Seaport, XPEL

Sep 2 • Chris Waller

22

2

1

August 2025

Podcast on Judges Scientific (JDG.L)

With Yet Another Value Podcast

Aug 19 • Chris Waller

8

1

August 2025 Update

JDG, WOSG, JET2, XPEL, MACF

Aug 5 • Chris Waller

16

5