Sitemap - 2025 - Undiscovered Value & Growth Stocks
Discoveries - Weeks of June 9th
3 Global Monthly Discoveries: June '25
The Small-Cap SaaS Story Wall Street Hasn't Discovered
The Japanese AI Company You Never Hear Of (But Might Want To)
Quiet Compounding Behind the Wheel
3 Global Monthly Discoveries: May '25
Discoveries - Weeks of May 19th
Printing Profits with a 73% ROE
From Espresso to Earnings Power
FREE Deep Dive: A Global Leader in Kitchen Technology with 50%+ ROIC in 2024
Discoveries - Weeks of May 1st
A Cash-Generative British Advisory Platform Built for Scale
A Cash-Rich Compounder in Japanese Specialty Manufacturing
Discoveries - Weeks of April 14th
3 Global Monthly Discoveries: April '25
Earnings Deep Dive: Lumine Group Surges on Acquisition-Driven Growth in Q4
A Scalable Specialist in Global Reinsurance and Specialty Insurance Trading at a Deep Discount
Global Stock Radar: April 2025
Earnings Deep Dive: RATIONAL AG Posts 6% Sales Growth with Margin Expansion in 2024
The Quiet Nordic Leader in Industrial Communication Infrastructure
Discoveries - Weeks of March 17th
3 Global Monthly Discoveries: March '25
Quarterly Letter - Q1 2025: The Empire Stumbles, the Underdogs Rise
From Fragrance to Fashion: A Journey of Growth
Digital Transformation Consultancy Driving Strong Growth
Free Earnings Deep Dive: Topicus.com Inc. with Q4 Revenue +18% YoY and Strong 5% Organic Growth
The European Last-Mile Delivery Leader
Discoveries - Weeks of February 24th
From Retail Shelves to Digital Commerce: The €2.5B IoT Transformation Leader
Earnings Deep Dive: Diploma plc with Q1 Revenue +12% YoY and Strong 7% Organic Growth
Battery Energy Storage Company That Nobody Follows Delivering 70% Revenue Growth
Earnings Deep Dive: Sanlorenzo's Q4 Revenue +22% YoY as Order Book Tops €1B
Global Monthly Discoveries: February '25
Earnings Deep Dive: Rakus' Q3 Cloud Growth Accelerates as EBITDA Margin Hits 25.4%
85% Gross Margins and Counting: The Unlikely FX Risk Management Leader
Discoveries - Week of February 10th
Global Stock Radar: February 2025
Earnings Deep Dive: MBB SE Delivers 11% Revenue Growth and 500bps Margin Expansion in FY2024
A European Industrial Holding Company with 10-year Revenue CAGR of 16.5%
Discoveries - Week of February 3rd
The Gas & Real Estate Hybrid: Where Energy Meets Property with 70% Net Margins
Discoveries - Week of January 27th
Luxury's Scent Maker: The Undiscovered Company Behind Your Designer Fragrances
Global Monthly Discoveries: January '25
Views & Lessons #1: Signs of Excellence in Smaller Companies
Discoveries - Week of January 12th
Quarterly Letter - Q4 2024: Looking Where Others Don't
Views & Lessons: Emerging Trends and Lessons for the Future
Quarterly Letters: A Personal View
Europe's Hidden Retail Champion
Discoveries - Week of December 30th
Building a Nutrition Empire: A Multi-Brand Growth Story at 13x EBITDA and 21% Profit Margin
Bonus Analysis: The Subsea Rental Equipment Leader Riding the Offshore Energy Wave