Undervalued and undercovered

Substack by Hugo Navarro · launched Jun 27, 2024

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.

Read Undervalued and undercovered →

Top in Finance

#418

Paid leaderboard

#158

Subscribers

7.0K

rounded by Substack

Paid subscribers

100+ paid

Badge

Bestseller 100

Paid plan

$75/mo

Growth history

Stats worth sharing

Tracked since Sep 10, 2026 — 41 daily snapshots so far. The card below is built from what we track and refreshes nightly.

Percentile

Top 80%

of 525 ranked finance newsletters

Best rank seen

#377

on Sep 22, 2026

Rank, 7 days

−32 places

Rank, 30 days

−34 places

Reactions per post

15

average, recent posts

Reactions tracked

178

across 12 posts

Tickers covered

2

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.

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Recent posts

• Small caps in offshore oil, 2x opportunity? Expectations arbitrage: wait until the gap closes and get paid +10% dividends

  Sep 9, 2026Paid9 reactions3 comments2 restacks

• August Portfolio Update: Earnings Season, Six Management Calls and CCLD Sale

  Sep 3, 2026Paid18 reactions2 comments3 restacks

  CCLD

• Smart Shooter: The Best Way to Play the Counter-Drone Boom, at a Fraction of Peer Multiples

  Aug 29, 2026Paid18 reactions0 comments3 restacks

• Enterprise Group, management update after a record Q2, high growth at 6.9x FY27 EBITDA

  Aug 25, 2026Paid9 reactions0 comments4 restacks

• A Hidden 30-40% Dividend Yield: The Cheapest Way to Own Deepwater Rigs

  Aug 22, 2026Paid18 reactions3 comments6 restacks

• Seeing Machines CEO Paul McGlone on what comes after the GSR ramp

  Aug 17, 202613 reactions0 comments5 restacks

• A cheap tech duopoly posts +333% growth: Seeing Machines FY26 and CEO call

  Aug 12, 2026Paid10 reactions0 comments3 restacks

• Alliance Aviation ($AQZ): 3x Earnings, a Third of Tangible Book, and Sale Optionality

  Aug 10, 2026Paid10 reactions2 comments2 restacks

• doValue an Antifragile DD grower at 5.5x FCF, Catalyst in October

  Aug 5, 2026Paid21 reactions1 comments8 restacks

• July Portfolio Update: Betting on Energy Volumes, Not Prices

  Aug 1, 2026Paid18 reactions5 comments2 restacks

• Enterprise Group: High Double-Digit Growth at 8x EBITDA, Levered to the LNG Supercycle

  Jul 29, 2026Paid18 reactions0 comments4 restacks

  LNG

• Grupo San José: 1x EV/EBITDA, Double-Digit Growth, and Hidden Assets Worth as Much as Its Market Cap

  Jul 24, 2026Paid16 reactions2 comments7 restacks

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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: Oct 20, 2026.