Hidden Gems Investing

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

Latest insights on TVK, SEG, XPEL

Mar 3 • Chris Waller

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4

February 2026

GCI Liberty (GLIBK) Podcast & Presentation

John Malone's "new Liberty Media" acquisition vehicle

Feb 17 • Chris Waller

13

4

XPEL: Update from the Dealer Conference

Deep dive on manufacturing build-out and growth runway

Feb 10 • Chris Waller

14

2

3

Judges Scientific (JDG): The Recovery Begins?

And update on Watches of Switzerland's acquisition

Feb 3 • Chris Waller

22

3

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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2

4

TerraVest Industries (TVK): 2026 Outlook and Valuation

January updates on TVK, SEG, JDG

Jan 13 • Chris Waller

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2

1

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

14

2

2

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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3

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November 2025

GCI Liberty (GLIBA) Rights Offering: What is John Malone up to?

Update on GCI Liberty rights offering, Malone subscription, and valuation.

Nov 19, 2025 • Chris Waller

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4

Updates: GCI Liberty, Watches of Switzerland, ContextLogic, Macfarlane (GLIBA, WOSG, LOGC, MACF)

John Malone focusing on GCI Liberty and latest analysis on results

Nov 4, 2025 • Chris Waller

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3

October 2025

GCI Liberty (GLIBA): Spinoff, Dominant Telecom, John Malone | Special Report

Deep Dive on GCI Liberty: John Malone's next Liberty Media, business model, Starlink risk, and valuation as an advantaged acquirer

Oct 28, 2025 • Chris Waller

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