Hidden Gems Investing

Updates: Judges Scientific, Jet2, XPEL (JDG, JET2, XPEL)

Latest insights on JDG, JET2, XPEL

Apr 7 • Chris Waller

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AI turned my Report into a Video

How AI is improving my research process

Apr 1 • Chris Waller

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March 2026

Douglas Dynamics (PLOW): 50% Market Share, Earnings Rebound, Clear Catalyst | Special Report

Deep Dive on PLOW: Dominant snowplow manufacturer, cyclical rebound, EBIT 32% above consensus in 2026

Mar 24 • Chris Waller

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Updates: TerraVest, Seaport Entertainment, XPEL (TVK.TO, SEG, XPEL)

Latest insights on TVK, SEG, XPEL

Mar 3 • Chris Waller

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February 2026

GCI Liberty (GLIBK) Podcast & Presentation

John Malone's "new Liberty Media" acquisition vehicle

Feb 17 • Chris Waller

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XPEL: Update from the Dealer Conference

Deep dive on manufacturing build-out and growth runway

Feb 10 • Chris Waller

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Judges Scientific (JDG): The Recovery Begins?

And update on Watches of Switzerland's acquisition

Feb 3 • Chris Waller

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January 2026

Watches of Switzerland (WOSG): Updates on Valuation, Cycle, Growth Runway

Deep dive on results, Rolex, secondary prices, share gains, and acquisitions

Jan 20 • Chris Waller

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TerraVest Industries (TVK): 2026 Outlook and Valuation

January updates on TVK, SEG, JDG

Jan 13 • Chris Waller

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December 2025

Judges Scientific (JDG.L): Podcast & Update

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

Dec 18, 2025 • Chris Waller

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ContextLogic (LOGC): Acquistion, Update, and Valuation

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

Dec 16, 2025 • Chris Waller

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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, 2025 • Chris Waller

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