Hidden Gems Investing

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

Why Apollo's easyJet deal shows how cheap Jet2 is

13 hrs ago • Chris Waller

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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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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

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May 2026

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

Turning Property EBITDA positive

May 26 • Chris Waller

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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

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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

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TerraVest's Next Chapter (TVK)

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

May 5 • Chris Waller

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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

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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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