Hidden Gems Investing

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

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8

2

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

An industry leader with excellent management and net cash

Aug 11 • Chris Waller

23

5

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

18

5

1

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

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6

13

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

4

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

8

3

Inflection Points for XPEL and Douglas Dynamics (XPEL, PLOW)

PLOW raised guidance after just Q1 earnings; XPEL's OEM growth is accelerating

May 12 • Chris Waller

20

2

TerraVest's Next Chapter (TVK)

M&A, new markets, the cycle, and a 21% IRR scenario

May 5 • Chris Waller

20

2

3

April 2026

GCI Liberty (GLIBK) Acquires Quintillion: What is John Malone up to?

8.9x EV/FCF, a distressed seller, and strategic benefits

Apr 28 • Chris Waller

23

4

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

Latest insights on JDG, JET2, XPEL

Apr 7 • Chris Waller

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4