Archive - Hidden Gems Investing

February 2025 Update

Watches of Switzerland, Jet2, Macfarlane

Feb 4 •

January 2025

December 2024

December 2024 Update

Jet2, TerraVest, Kyndryl, Macfarlane

Dec 4, 2024 •

November 2024

August 2024

Special Report: Watches of Switzerland (WOSG.L)

WOSG is a retailer and partner to Rolex trading at 10x FCF with double-digit growth

Aug 20, 2024 •

July 2024

Deep Dive: Macfarlane (MACF.L)

Macfarlane trades for 9.7x FCF, generates 25% a post-tax ROTC, has sustainable competitive advantages, almost no debt, and is run by an honest and…

Jul 30, 2024 •

May 2024

Presentation: TerraVest Industries (TVK.TO)

I was selected to present at the Fairfax Financial shareholder dinner in April

May 1, 2024 •

March 2024

Podcast on TerraVest (TVK.TO)

I recently went on Andrew Walker’s Yet Another Value Podcast and we discussed TerraVest for an hour.

Mar 17, 2024

January 2024

Special Report: TerraVest Industries (TVK.TO)

Canadian rollup with excellent management track record and alignment

Jan 24, 2024 •

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