Deep Dives

I found the cheapest bank in Europe

Out of 125 banks

Sep 25 • Kevin

A massive business hidden inside?

Rising from the ashes

Sep 18 • Kevin

50% market cap in cash. 7% FCF yield.

This company has it all: undemanding valuation while still growing in an expanding market and activist investors that are pushing for value unlock.

Jul 10 • Kevin

This $400m microcap is the hidden backbone of the world Cup

The company is currently mid-transition, evolving from a cyclical hardware vendor into a software ecosystem platform with growing recurring revenues

Jun 12 • Kevin

Important info on the 10x opportunity

Time for engineering data

Mar 6 • Kevin

172% upside for this hidden serial acquirer

A great opportunity

Feb 20 • Kevin

Industry roll-up at a 20% free cash flow yield (and poised for growth)

A pick from the database

Feb 6 • Kevin

If Constellation Software and SAP had an Italian child...

A serial acquiring multibagger machine?

Jan 23 • Kevin

Poised for 2,500% returns like Costco?

Aim for the long-term

Dec 5, 2025 • Kevin

Towards a multibagger with the twin engines

Deep Dive part 1

Nov 21, 2025 • Kevin

Hidden serial acquirer up 125% in 6 months

Multibagger in the making

Oct 17, 2025 • Kevin

A small medtech company growing at 50%/year

When profits meet purpose

Sep 26, 2025 • Kevin

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