Covered Stocks

Here are the stocks we’re currently covering for paid subscribers at Undercovered & Undervalued. We’ll share regular updates on how each investment thesis is evolving, along with new information in our community chat.

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PGMs

• Platinum and palladium

Record Platinum Deficits: Are We on the Verge of a PGM Bull Market?

• Sylvania Platinum (SLP)

Hidden Gem in the PGM Sector: Sylvania’s Road to Multibagger Status

Asset-Backed Turnarounds

• Kohl's (KSS)

Kohl's Comeback: High Short Interest Meets Turnaround Potential ¿Potential Short Squeeze?

• Seaport Entertaiment

A deep dive into Seaport entertainment: Premium NY real estate trading at a discount."

Value plays, low cash flow multiples.

• Grupo San Jose (GSJ)

Pay for a Construction Business, Get Madrid and Argentina Land for Free

• Care Cloud (CCLD)

18% FCF Yield, 95% Retention, and 15–27% Growth from a Healthcare AI Compounder

• Manolete Partners (MANO)

Antifragile investment firm, trading below NAV and at 4 times FCF, with multibagger potential

Growth

• Alpha Group (ALPH)

Alpha Group: Amazing Compounder Experiencing Temporary Trouble

• Optima Health (OPT)

An Under-the-Radar Opportunity: Investing in Optima Health

• Enterprise Group (E)

Enterprise Group: A Rare Growth Setup at Just 8x EBITDA

• Intellego (INT)

+40 % growth at 7× EBIT: a Swedish growth gem with a 90 % gross margin

• International Workplace Group (IWG)

IWG: A +20 % Growth Undervalued Compounder Trading at 6× EV/EBITDA

Met Coal

• Alpha Metallurgical Resources (AMR)

• Warrior Met Coal Inc (HCC)

• Peabody Energy Corp (BTU)

Update on Met Coal Markets: A Buying Opportunity

Other

• Libertas (LIB)

Libertas 7: An Undercovered Deep-Value Play