Undiscovered Value & Growth Stocks

Undiscovered Value & Growth Stocks

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June 2025

The Small-Cap SaaS Story Wall Street Hasn't Discovered
From consulting firm to tech platform, all while delivering 50%+ growth with improving profitability
The Japanese AI Company You Never Hear Of (But Might Want To)
A SaaS platform growing revenue at 30%, earnings at 40%, and compounding beneath the radar.
FREE Earnings Deep Dive: CIE Automotive Posts Record-Breaking Q1, Defying the Global Automotive Slump
Record €94M Q1 Profit on €1.01B Revenue, Driven by Margin Strength and Cash Generation
Quiet Compounding Behind the Wheel
A Tier-1 global automotive supplier with 41% gross margins, 13% FCF yield, and 28% ROE — trading at just 7x earnings.
3 Global Monthly Discoveries: May '25
From a Spanish luxury beauty house to a Polish logistics small cap and a Swedish digital infrastructure defender.
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Undiscovered Value & Growth
Discoveries - Weeks of May 19th
Japan, Australia, Poland
1

May 2025

Printing Profits with a 73% ROE
Unlevered, underhyped, and consistently delivering double-digit earnings growth with a 3% yield and zero debt. A closer look at a British company making…
From Espresso to Earnings Power
Global brands, 14% ROIC, and a nearly 5% dividend — with a valuation that rewards patience.
FREE Deep Dive: A Global Leader in Kitchen Technology with 50%+ ROIC in 2024
20% net margins, zero debt, and 38% 5-year ROIC — all in a "boring" company most investors have never looked at.
Discoveries - Weeks of May 1st
Czechia, Bermuda, UK
A Cash-Generative British Advisory Platform Built for Scale
Consistent double-digit growth, 25%+ EBITDA margins, and a clean balance sheet — trading at under 8x forward EBITDA.
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