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An Asymmetric Compounder Hiding in Plain Sight
50% gross margins, conservative guidance I think is beatable, M&A firepower, and multiple paths to re-rating. Trading at 13.8x P/E.
8 hrs ago
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Hidden Value Ideas
2
October 2025
The Trump Trade Nobody's Talking About at 4x Earnings
How one phosphate producer became the biggest tariff winner nobody knows
Oct 17
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Hidden Value Ideas
8
Introducing the Hidden Value Ideas Index
Real-time tracking of every company discussed on this page
Oct 14
6
9x EBITDA, 30% Revenue Growth, Management Says It's Undervalued
Quality infrastructure business trading at a discount to peers
Oct 9
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Hidden Value Ideas
11
September 2025
A Home Builder Trading for Less Than Its Land Value
The Sale Sign Is Up. Insiders Owns 76%. And Nobody's Paying Attention.
Sep 30
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Hidden Value Ideas
28
2
Why I Think This Stock Looks 62% Undervalued
The market can't figure out what this company is – and that's exactly why I think it's mispriced
Sep 25
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Hidden Value Ideas
32
2
3.3x Forward P/E, 300% Production Growth Path, Zero Debt, Management Planning Returns
A Brazilian gold producer transforming from explorer to cash machine
Sep 18
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Hidden Value Ideas
28
3
Welcome to Hidden Value Ideas
Finding opportunities others aren't looking for
Sep 16
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Hidden Value Ideas
10
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