Undervalued and undercovered

Undervalued and undercovered

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Fintech at 2x EV/EBITDA, 15% Growth: Positioned for Multibagger Returns
A$38B in Payment Volume, Trading at a Fraction of Peers: The OFX Mismatch
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Hugo Navarro
Buy at Net Cash, Get Free AI + Photovoltaics Upside
A German small-cap with global reach, strong backlog, and high-growth exposure in semiconductors and photovoltaics.
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Hugo Navarro
2
55 % of market cap in net cash, 2 × EV/EBITDA—coal value at the cycle floor
Beyond the ESG Blind Spot: Finding Value in Thungela Resources
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Hugo Navarro
+40 % growth at 7× EBIT: a Swedish growth gem with a 90 % gross margin
Full Intellego report (30 pages)
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Hugo Navarro
11
Safer Platinum Exposure: The Best PGM Miner You’ve Missed.
A deep dive on Valterra Platinum—the overlooked PGM leader with asymmetric upside
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Hugo Navarro
2

June 2025

25.59 % YTD — Buried Bargains Portfolio Monthly Update: A Go-To for Beating the Market
Small Caps, Big Gains: A 6-Month Streak of Outperformance
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Hugo Navarro
10
Antifragile investment firm, trading below NAV and at 4 times FCF, with multibagger potential
Manolete Partners Record Bankruptcies Ignite 5× Upside
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Hugo Navarro
4
Super-Cycle Setup: Why PGMs Could Deliver Triple-Digit Gains
Deep Dive in PGMs for the Search Engines to Find It
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Hugo Navarro
16
Undervalued by 50%, Trading at 6.5x EV/EBITDA, Titan America’s Spin Off Opportunity
A spin-off trading below intrinsic value, in a market with rising infrastructure and residential demand.
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Hugo Navarro
18% FCF Yield, 95% Retention, and 15–27% Growth from a Healthcare AI Compounder
A High-Margin, High-Retention Healthcare IT Play
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Hugo Navarro
6
Monopoly Trading at 4.5× EBITDA, Set to Double Revenues with 6.5% Dividend Yield
Your Rare Chance to Capture a Monopoly at a Deep Discount
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Hugo Navarro
10

May 2025

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