Undervalued and undercovered

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Latest post3 Sept 2026


Seeing Machines Limited	August Portfolio Update: Earnings Season, Six Management Calls and CCLD Sale	-	3 Sept 2026
Enterprise Group, Inc.	August Portfolio Update: Earnings Season, Six Management Calls and CCLD Sale	-	3 Sept 2026
Smart Shooter Ltd.	Smart Shooter: The Best Way to Play the Counter-Drone Boom, at a Fraction of Peer Multiples	-	29 Aug 2026
Enterprise Group, Inc.	Enterprise Group, management update after a record Q2, high growth at 6.9x FY27 EBITDA	-	25 Aug 2026
Seeing Machines Limited	Seeing Machines CEO Paul McGlone on what comes after the GSR ramp	-	17 Aug 2026
Seeing Machines Limited	A cheap tech duopoly posts +333% growth: Seeing Machines FY26 and CEO call	-	12 Aug 2026
Alliance Aviation Services Limited	Alliance Aviation ($AQZ): 3x Earnings, a Third of Tangible Book, and Sale Optionality	-	10 Aug 2026
doValue S.p.A.	doValue an Antifragile DD grower at 5.5x FCF, Catalyst in October	-	5 Aug 2026
Sandisk Corporation	July Portfolio Update: Betting on Energy Volumes, Not Prices	-	1 Aug 2026
Enterprise Group, Inc.	Enterprise Group: High Double-Digit Growth at 8x EBITDA, Levered to the LNG Supercycle	-	29 Jul 2026
Grupo Empresarial San José, S.A.	Grupo San José: 1x EV/EBITDA, Double-Digit Growth, and Hidden Assets Worth as Much as Its Market Cap	-	24 Jul 2026