Chris Waller
@HiddenGemsInves
Looking for 'hidden gems' among small cap value stocks. Founder at Hidden Gems Investing. Founder & PM at Plural Investing. Posts are not investment advice.
$JDG.L management have generated 22% incremental returns on capital over the last decade by my estimates. Estimated by comparing cumulative investments into WC, capex, and M&A over 5 year periods vs the resulting growth in OCF. By reinvesting 100% of cash generated at 22%…
Why do customer service and culture matter? It has helped Jet2 become the UK's leading package holiday provider. Over the last decade Jet2's market share has grown from 2% to 22%. How? Jet2 has the industry's leading customers satisfaction. The table below shows that Jet2…
Even better than TerraVest?? $TVK.TO Tomorrow at 11.30am EST, Hidden Gems Investing will publish a 35 page report on a serial acquirer that has delivered 25% p.a. shareholder returns for the last 20 years. We think that can continue. In January 2024 we published a report on…
$LOGC - ContextLogic is a hidden gem. The stock trades at $6.7/shr and the company has: ✅ $6.7/shr in cash ✅ NOLs worth up to $13.4/shr ✅ No operations The company is likely to make an acquisition over the next 6-12 months that acts as a catalyst to monetize the NOLs. Not…
$XPEL - Is 6% growth the new normal? I don't think so. While the US aftermarket for PPF is increasingly mature, the company continues to have large reinvestment opportunities: ✅ The new car dealership and OEM channels are now 25% of sales and still growing above 20%.…
VALUE: After Hours (S07 E21): Hidden gems in global small cap value $XPEL, $TRRVF and $JSCIF with Chris Waller Here’s a excerpt from the podcast: wp.me/p6e1GE-d9s
Thank you @Greenbackd and @farnamjake1 for having me on Value: After Hours. Take a look if you're interested in: ✅ $XPEL - Moat and management ✅ $TVK.TO - Reinvestment runway ✅ $JDG.L - Acquiring good businsses at 5x EBIT ✅ Scuttlebutt investing **Link in the first…