Hidden Gems Investing

The Clue Investors Missed in Judges Scientific's Earnings (JDG, JET2)

Also: Jet2 is uplisting at 6.1x P/E

Oct 6 • Chris Waller

13

September 2026

My Top 20 Ideas

20 writeups, 150 pages, in 1 PDF you can download

Sep 29 • Chris Waller

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ContextLogic Acquires gChem (LOGC): Update and Valuation

LOGC acquires its second great business

Sep 8 • Chris Waller

14

TerraVest Data Center Growth Hits 61% (Earnings Updates on TVK, XPEL, SEG, STRT, GLIBA)

Plus SEG’s 4 catalysts now live, STRT at 8x trough FCF, XPEL's growth runway, GLIBA’s dividend

Sep 1 • Chris Waller

14

1

August 2026

3 Quality European Compounders by The Dutch Investors

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

Aug 18 • Chris Waller

28

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

An industry leader with excellent management and net cash

Aug 11 • Chris Waller

25

8

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

Three WOSG segments that investors underappreciate

Aug 4 • Chris Waller

19

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July 2026

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

Apollo pays 11x P/E for easyJet while Jet2 trades at 7x for a better business

Jul 14 • Chris Waller

19

2

June 2026

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

A family business being transformed by its first professional CEO

Jun 23 • Chris Waller

42

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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.

Jun 2 • Chris Waller

17

2

May 2026

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

Why property-level EBITDA is about to turn positive — and the four catalysts that begin this summer

May 26 • Chris Waller

20

3

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Malone U-Turns on Liberty Latin America | GLIBK

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

May 14 • Chris Waller

17

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