Hidden Gems - Content and Philosophy:
Hidden Gems features “quick dives” and “deep dives” on high quality businesses that are under-discussed or have fallen out of favor, despite healthy financials and growth. While the market is typically efficient, occasionally it mis-prices securities and gifts an opportunity to own great businesses at bargain prices.
This newsletter aims to identify small or micro cap companies that are under-appreciated or are too small for large institutional ownership, but exhibit qualities that may align with the preferences of institutional investors in the future. This publication should be utilized as part of a greater due diligence process.
The author holds a long-term view (5+ years out) and prefers businesses that have the potential to compound growth, have a competitive advantage, and can gain market share over time.
If you like the sound of this, feel free to subscribe!