HeyJaredHidden Gems Investing
30 page reports and primary research on 'hidden gems' in the small cap value space.
- Indexed issues, last 90 days
- 7
- Latest publication
- Sep 29, 2026
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- Earliest in this view
- Jul 14, 2026
Latest issues
My Top 20 Ideas (opens the original)
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This is the first edition of the Small Cap Idea Book.My top 20 ideas in one 150 page pdf you can download below.Each idea has its own 7 page writeup, is categorized, and easily comparable.Four categories of ideas:Compounders with strong moats and growth runwaysSerial acquirers with great capital allocatorsCyclical stocks close to reboundingSelf-help stories with structural improvementI have spent months
ContextLogic Acquires gChem (LOGC): Update and Valuation (opens the original)
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ContextLogic is Abrams Capital’s permanent capital vehicle and a serial acquirer of high quality businesses, which it calls a strategy to build a ‘string of pearls’. In December last year, the company announced the huge $908mm acquisition of US Salt, its first acquisition.On August 5, ContextLogic announced the $850mm acquisition of gChem, its second acquisition.This update discusses:Why gChem is a great businessDeal structure and funding sourcesValuation post-deal<l
TerraVest Data Center Growth Hits 61% (Earnings Updates on TVK, XPEL, SEG, STRT, GLIBA) (opens the original)
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Recent articles: 3x EV/FCF, Net Cash, Insider Buying, Big Buyback | Deep Dive7x P/E, 10% Growth, Big Buyback | Deep DiveSeaport Entertainment: Four Catalysts Coming UpSee the Table of Contents for a list of all published articles, group
3 Quality European Compounders by The Dutch Investors (opens the original)
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One of the Substacks I recommend is The Dutch Investors, which writes fundamental research focused on high quality businesses. Some of their writeups are about high quality small & mid-caps that are likely of interest to Hidden Gems Investing subscribers, like a writeup on TerraVest Industries that they plan to release in November this year. I was able to get them to unlock some of their research for free below. This piece gives an you overview of three quality European compounders, all in the s
7x P/E, 10% Growth, Big Buyback | Deep Dive (opens the original)
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The setup:Trades for 7x P/EHas net cashGrew EPS at 17% p.a. since 2019; I expect 15% going forwardIs the industry leader and gaining market shareExcellent CEO and CFO who bought back 23% of the diluted share count in the last two yearsAnnounced another 8% buyback last monthI have owned this stock since 2012, and it is up 20x since then. I think it can 3x again in the next three years.Why does this opportunity exist?Investors still misunderstand the bus
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