HeyJaredUndervalued and undercovered
I am a passionate investor eager to share my reports on companies that are undervalued compared to the market and their peers, and are undercovered by analysts.
- Indexed issues, last 90 days
- 13
- Latest publication
- Sep 30, 2026
- Audience
- Checking…
- Earliest in this view
- Aug 10, 2026
Latest issues
doValue: variant view reinforced by primary research, 3x guided FCF, 8 October catalyst (opens the original)
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If you only remember one thing from this report, let it be this:The market is treating a cyclical low as a new base for terminal decline and ignoring all upside optionality. It’s like buying an iron ore miner during a recession and assuming revenues will continue to decline forever and that their new copper mine is worthless just cause there’s no date for starting production.If you want it with numbers: the market values this company at €320m. On a normalised basis, on the most bearish analyst’s
SED Energy: Still a 14%+ FCF Yield. Management Update with CEO and CFO (opens the original)
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Today it’s time to update on SED Energy (ENH.ol).In September PTTEP awarded two long-term contracts in the Gulf of Thailand to Foresight Offshore Drilling, taking over the work that EDrill-1 and T-15 do today (Splash247, 23 Sep 2026). The rate was not disclosed, market estimates put it around $70k a day. The stock went down aggressively on the news as the market estimates weaker market rates and downtime for the rigs.<a class="image-link image2 is-viewable-img" href="https
Sub-4x FCF, an upcoming cannibal, and downside covered by real estate (opens the original)
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Who doesn’t love a good value trap? Those companies that are extremely cheap but always end up disappointing or lacking a catalyst to realize value, those can be frustrating, but then there’s a second type of value trap, the recurring value traps, those names that are extremely cheap and end up tempting multiple rounds of investors who thought this time was different. Today I am pitching you what has been for me a recurring value trap, but actually this time might be different, let me explain.Th
Eolus: below its 2028 net cash, 5x earnings, distributions unlocked in May 2027 (opens the original)
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Renewable plays are hated right now, and to be honest there are many reasons why that is the case, but like a dog smelling some meat, I always get excited when I see share prices down 80% or more, especially when fundamentals start moving in the right direction. On this name I entered too early, but after following it for a year, I think now is the time when we could finally see the inflection appear. The setup is basically this:Survived through a downturn, trading below TBV, with an average for
Ventura Offshore and SED Energy: A Merger That Creates One of Offshore’s Cheapest Dividend Stories (opens the original)
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Two of the cheapest names in offshore, both of which we cover here, are combining. SED Energy Holdings acquires 100% of Ventura Offshore in an all-share deal at an indicative ratio of 5.50 Energy Holdings shares per Ventura share, up to 605 million new shares, leaving SED holders with about 55% and Ventura holders with about 45%. Implied pro forma equity value around USD 1 billion, thirteen offshore units across three verticals.<a class="image-link image2 is-viewable-img" href="https://substackc
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