HeyJaredOverlooked and Undervalued
The overlooked, the odd, the illiquid, the small, and the unpopular.
- Indexed issues, last 90 days
- 2
- Latest publication
- Sep 5, 2026
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- Earliest in this view
- Jul 13, 2026
Latest issues
Oxford Metrics (OMG) (opens the original)
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Oxford Metrics is a smart sensing and software company that’s listed on the AIM market in the UK.Originally started in 1984 as a spin-out from Oxford Instruments (OXIG), the business has employed a ‘buy and build’ approach. Over decades, multiple businesses have been founded, grown through acquisition, and eventually sold.A recent example was Yotta, a software product for infrastructure management. It was internally created back in 2006, and then supplemented through two acquisitions, in 2007 an
Reckon (RKN) Update #1 (opens the original)
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The original article remains one of my most popular.Though as an investment, Reckon has been a complete dud. Particularly, over the past six months when the share price has dropped by around a quarter. Granted, this slump resonates with other small software companies, hit by growing concerns over the impact of AI.However, in this case, the tumbling valuation is completely at odds with the fundamentals. Since I introduced Reckon in 2023, sales have grown in every year and Operating Profit (and Fr
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