HeyJaredEuropean Hidden Gem Stocks
European Equity Specialist | +50% YTD Portfolio | Uncovering hidden €50m-€10 bn gems | High conviction stock ideas for $9/mo or $59/yr
- Indexed issues, last 90 days
- 14
- Latest publication
- Sep 27, 2026
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- Earliest in this view
- Jul 29, 2026
Latest issues
Hidden Gem Deep Dive – NewPrinces S.p.A. (opens the original)
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Most investors probably aren’t spending their evenings looking for the next great pasta manufacturer. That’s exactly why NewPrinces caught my attention.At first glance, the company looks like a fairly ordinary food business operating in a mature industry. It makes pasta, canned foods, dairy products and other supermarket staples. Not exactly the type of story that gets growth investors excited.But the deeper I dug, the more I realised this isn’t really a story about food.NewPrinces is a story ab
Monthly Portfolio Letter - September 2026 (opens the original)
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A personal letter to premium members on investing my own capital, what changed this month, and where I see the biggest opportunities going forward.Not Financial Advice. Read the DisclaimerOpening RemarksDear Premium Members,I’ve been travelling for work across Asia and Australia for the past month, and being overseas has given me some much-needed respite from the day-to-day market noise. Tuning out for the past month has been soothing, and instead of w
💎 Hidden Gem Thesis Tracker — September 2026 (opens the original)
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Welcome back, I reviewed all my existing deep dives to spot any significant changes to the original investment thesis. Below, you’ll find a summary of each company I examined, along with any major news, earnings releases, or catalysts that could influence future growth.How to read this tracker:Each company is assigned a rating by 🟢Buy / 🟡Hold / 🔴PassEach company also gets a 🎯Conviction Rating
Digital Network SA: Key Takeaways from Management's Latest Investor Presentation (opens the original)
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PreambleThe first 10 minutes of the presentation set the scene and provided background on Digital Network SA: what they do, how they make money, and where they operate. The basics.They explained in detail how the Polish economy has been doing quite well in recent years, and how this is fueling an infrastructure build-out to meet future needs for mobility, travel, and transport across Poland as the economy continues to grow.They argue this will be a long-term tailwind, as people spend more time o
5 European Stocks I'd Buy Right Now (opens the original)
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So let me set the scene…Markets have been super volatile lately. Most of the high-beta stocks I own have a rollercoaster chart that's gone up and down 20% at least a dozen times in six months. Volatility is actually a gift for those looking for attractive entry points, and Mr Market seems obsessed with what will happen to rates and the Strait of Hormuz. Seems like that conflict is on-again, off-again every week. Tacos anyone?If you're looking for high-quality stocks at a fantastic entry point, h
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