From Espresso to Earnings Power
Global brands, 14% ROIC, and a nearly 5% dividend — with a valuation that rewards patience.
Welcome to my Substack, where I delve into the world of truly undiscovered companies from across the globe. Everyone is talking about the same 200-300 stocks, but there are more than 55,000 publicly traded companies in the world. Here, we explore hidden gems in the financial markets that often fly under the radar of mainstream analysts and investors.
🎧 Want to explore more company insights? I’m now releasing free audio overviews — separate from the paid deep dives — designed as engaging, conversational breakdowns of different businesses. It’s a great way to discover new ideas on the go.
Teaser
With a globally recognized brand portfolio and a premium position in the fast-growing coffee appliance segment, this Italian company combines household familiarity with strong financial discipline. Backed by €1.1 billion in cash, 14% ROIC, and a nearly 5% dividend yield, it quietly delivers capital efficiency and resilience across market cycles. As global demand stabilizes and margins rebound, its valuation offers room for re-rating — making it a rare mix of quality, scale, and underappreciated consistency in the consumer appliance space.