Undiscovered Value & Growth Stocks 🔭

🔥💰 Earnings Deep Dive: Swedish Serial Acquirer Karnell Group Delivers Strong H1 Performance, Expands UK Footprint Excellent all-round performance positions this serial acquirer well for the rest of 2025. Read more in my deep dive in the usual place! $karnel.st $karnel

Don't you "love" how people can spin the truth their own way in earnings results? Just look at the first sentence of these two people about the same earnings from $MSCI. Do you own work ALWAYS before purchasing anything, let alone a stock!

🚨 NEW: 3 Global Monthly Discoveries - June '25 From a Japanese infrastructure powerhouse (62.8% revenue CAGR) to an AI marketing pioneer reshaping Asia-Pacific, plus a European software gem with 62% EBITDA margins 📈 Three undiscovered growth stories across three continents.…

🎧 New deep dive is live on Spotify! We explore Karnell Group—a Swedish industrial serial acquirer scaling a portfolio of 15 niche businesses across the Nordics, UK, and beyond. With 27% revenue growth and a disciplined M&A strategy, is this under-the-radar player worth a closer…

Looks like the UK's Alpha Group $ALPH.L is getting acquired. It was a nice ride for the past 2 years or so. Thank you $ALPH management!

🔥NEW DEEP DIVE IS OUT! A Swedish medtech company that became a leader in ex vivo organ perfusion. - Revenue grew from SEK 180M to SEK 855M in 4 years (43% CAGR) - Achieving 75% gross margins with strong 16% net margins - Debt-free balance sheet funding global expansion in…

I think too many people are feeling too good about their portfolio at the moment. 📈 Your thoughts?

🔥 My latest Quarterly Market Letter is here! Dive in for a analysis of one of the most dramatic quarters in the past decade - Q2 2025 - that opened up incredible opportunities to buy great companies and discounted prices in the midst of a full blown market crisis in April.…

🇯🇵 🔥 FREE deep dive: Japanese real estate company with stunning growth, yet completely undiscovered! - Revenue grew 10x in 4 years across energy, logistics & hospitality - Expanding margins as they transition from consulting to asset ownership - Trading at 0.3x PEG despite 63%…

Lotus Bakeries $LOTB $LOTB.BE, maker of Biscoff cookies, in the second largest drawdown in its history. Still a 35x forward p/e, but amazing growth numbers (still growting 12% revenue) for a consumer staple. I am actually getting interested if it pulls done another 10%. Your…

🔥 Good news for all our European readers and those outside the US! Your subscription got 10% cheaper! Thanks to the historically weak U.S. dollar—the weakest start in over 50 years—your subscription to Undiscovered: Value & Growth Stocks is now at least 10%+ cheaper. This is a…

Why do so many people love long term 20+ year investments when probably less than 5% od stocks actually outperform the SP500 $VOO over 20-30 years? I think it’s much better to be reasonable and take profits after 2-4x and move on. Agree/disagree?

New Weekly Discoveries Are Out! 🔥 Check out the new weekly stock discoveries for free in the usual place! From a recent high-growth German IPO, to a Japanese AI industial play, each one stands out for its financial resilience, unique edge, or overlooked value. Dive into the…

🇯🇵 Japanese company providing AI solutions for the manufacturing industry, valued at $200M, trading at 68x P/E, 45x EV/EBITDA, 84% revenue CAGR and 214% EPS over 3 years (!), net cash. VRAIN Solution, Inc. $135A.JP $135A

🚨 New Podcast Episode in Out! $VU $VU.PA This week on Yet Undiscovered, we dive into VusionGroup—a global leader in retail digitalization powering over 350 million electronic shelf labels worldwide. From partnerships with Walmart and Carrefour to a high-margin, capital-light…

🇩🇪 German specialist in R&D tax credits, valued at around $1B, trading at 31x P/E and P/FCF, 19x EV/EBITDA, 40% revenue CAGR over 3 years, 41% net margin, net cash. Recent IPO. innoscripta SE $1INN $1INN.DE