Undervalued 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.
- Top in Finance
- #393
- Paid leaderboard
- #144
- Subscribers
- 7.0K
- Paid subscribers
- 100+ paid
- Badge
- Bestseller 100
- Paid plan
- $75/mo
rounded by Substack
Most-mentioned tickers
Symbols named in the headline of a post from the last 30 days, most-covered first. The number is how many of those posts mentioned it.
Read from 1 post headline in the last 30 days. A newsletter that names a company only in the body of a post will not appear here, and a mention is not a recommendation — it only means the symbol came up.
Growth history
Subscribers (thousands, nightly)
7.0K on Sep 10, 2026 → 7.0K on Sep 30, 2026
Followers (thousands, nightly)
Rank in Substack’s finance leaderboard: #393 today · #389 a week ago
Stats worth sharing
Tracked since Sep 10, 2026 — 21 daily snapshots so far. The card below is built from what we track and refreshes nightly.
- Percentile
- Top 75%
- Best rank seen
- #377
- Rank, 7 days
- −4 places
- Posts
- 2
- Reactions per post
- 15
- Reactions tracked
- 178
- Tickers covered
- 2
of 525 ranked finance newsletters
on Sep 22, 2026
last 30 days
average, recent posts
across 12 posts
in tracked posts
Most-reacted post we have seen: doValue an Antifragile DD grower at 5.5x FCF, Catalyst in October — 21 reactions on Aug 5, 2026.
Recent posts
- Small caps in offshore oil, 2x opportunity? Expectations arbitrage: wait until the gap closes and get paid +10% dividends
- August Portfolio Update: Earnings Season, Six Management Calls and CCLD Sale
- Smart Shooter: The Best Way to Play the Counter-Drone Boom, at a Fraction of Peer Multiples
- Enterprise Group, management update after a record Q2, high growth at 6.9x FY27 EBITDA
- A Hidden 30-40% Dividend Yield: The Cheapest Way to Own Deepwater Rigs
- Seeing Machines CEO Paul McGlone on what comes after the GSR ramp
- A cheap tech duopoly posts +333% growth: Seeing Machines FY26 and CEO call
- Alliance Aviation ($AQZ): 3x Earnings, a Third of Tangible Book, and Sale Optionality
- doValue an Antifragile DD grower at 5.5x FCF, Catalyst in October
- July Portfolio Update: Betting on Energy Volumes, Not Prices
- Enterprise Group: High Double-Digit Growth at 8x EBITDA, Levered to the LNG Supercycle
- Grupo San José: 1x EV/EBITDA, Double-Digit Growth, and Hidden Assets Worth as Much as Its Market Cap
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Data: Substack public leaderboards and publication archives, refreshed nightly, plus public beehiiv sitemaps and recommendation pages, refreshed weekly. Source for this page: Undervalued and undercovered. Subscriber counts are Substack’s own rounded public figures, so week-on-week changes move in steps. beehiiv audience sizes are self-reported by the publisher and are not verified. Last snapshot: Sep 30, 2026.