Archive - Hidden Gems Investing

August 2025 Update

JDG, WOSG, JET2, XPEL, MACF

Aug 5 •

July 2025

Special Report: Judges Scientific (JDG.L)

Serial acquirer with 25% p.a. returns for 20 years

Jul 9 •

Update on ContextLogic

$6.7 stock with $6.7 in cash and $10-15 in total intrinsic value

Jul 1 •

June 2025

June 2025 Update

XPEL, WOSG, SEG, MACF, LOGC

Jun 3 •

May 2025

Is TerraVest Still Cheap?

Update from the Eastern Energy Expo

May 28 •

Berkshire Hathaway's AGM (2025)

Monthly updates: JET2, XPEL, WOSG, LOGC

May 6 •

April 2025

March 2025

Special Report: XPEL

35 pages and 54 interviews on a great company going through a blip

Mar 27 •

March 2025 Update

XPEL, TerraVest, Watches of Switzerland, Jet2, Macfarlane

Mar 4 •

February 2025

$380mm for $300mm in cash, $2.8bn in NOLs, a catalyst that happened yesterday

Feb 26 •

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