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Douglas Dynamics (PLOW): 50% Market Share, Earnings Rebound, Clear Catalyst | Special Report
Deep Dive on PLOW: Dominant snowplow manufacturer, cyclical rebound, EBIT 32% above consensus in 2026
Mar 24
•
Chris Waller
26
5
Most Popular
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GCI Liberty (GLIBA): Spinoff, Dominant Telecom, John Malone | Special Report
Oct 28, 2025
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Chris Waller
36
1
11
Judges Scientific (JDG.L): Quality Serial Acquirer | Special Report
Jul 9, 2025
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Chris Waller
23
4
10
GCI Liberty (GLIBA) Rights Offering: What is John Malone up to?
Nov 19, 2025
•
Chris Waller
20
4
XPEL: Growth Runway, Cycle & Valuation | Special Report
Mar 27, 2025
•
Chris Waller
22
2
7
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Special Reports
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Douglas Dynamics (PLOW): 50% Market Share, Earnings Rebound, Clear Catalyst | Special Report
Deep Dive on PLOW: Dominant snowplow manufacturer, cyclical rebound, EBIT 32% above consensus in 2026
Mar 24
•
Chris Waller
26
5
GCI Liberty (GLIBA): Spinoff, Dominant Telecom, John Malone | Special Report
Deep Dive on GCI Liberty: John Malone's next Liberty Media, business model, Starlink risk, and valuation as an advantaged acquirer
Oct 28, 2025
•
Chris Waller
36
1
11
Seaport Entertainment (SEG): Pier 17, Tin Building & Valuation | Special Report
SEG stock trades at a $330mm market cap despite $162mm in net cash and $850mm of properties. This deep dive updates on valuation, business model, and…
Sep 16, 2025
•
Chris Waller
14
7
2
Judges Scientific (JDG.L): Quality Serial Acquirer | Special Report
Serial acquirer with 25% p.a. returns for 20 years
Jul 9, 2025
•
Chris Waller
23
4
10
XPEL: Growth Runway, Cycle & Valuation | Special Report
Deep Dive on XPEL: A great company going through a blip
Mar 27, 2025
•
Chris Waller
22
2
7
Deep Dives
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Deep Dive on ContextLogic (LOGC)
$6.7 stock with $6.7 in cash and $10-15 in total intrinsic value
Jul 1, 2025
•
Chris Waller
8
5
1
$380mm for $300mm in cash, $2.8bn in NOLs, a catalyst that happened yesterday
US listed
Feb 26, 2025
•
Chris Waller
10
2
Macfarlane Packaging (MACF.L) | Deep Dive
Macfarlane trades for 9.7x FCF, generates 25% a post-tax ROTC, has sustainable competitive advantages, almost no debt, and is run by an honest and…
Jul 30, 2024
•
Chris Waller
5
Recommendations
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Notes from the Trade Show
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XPEL: Update from the Dealer Conference
Deep dive on manufacturing build-out and growth runway
Feb 10
•
Chris Waller
15
2
3
Tesla and XPEL - A Roadmap for Growth?
Update on XPEL's growth runway and investment opportunities
Sep 23, 2025
•
Chris Waller
18
6
Is TerraVest Still Cheap? (TVK.TO) | Updated Valuation & Outlook
Deep dive on TerraVest Industries (TVK.TO) after the stock's strong performance
May 28, 2025
•
Chris Waller
11
2
2
Watches of Switzerland (WOSG): Insights from Watches & Wonders
Update on how tariffs may impact WOSG and Rolex margins
Apr 10, 2025
•
Chris Waller
20
2
3
Recent posts
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What is Hidden Gems Investing?
Read this first
Jan 2, 2024
•
Chris Waller
3
AI turned my Report into a Video
How AI is improving my research process
Apr 1
•
Chris Waller
25
3
3
Updates: TerraVest, Seaport Entertainment, XPEL (TVK.TO, SEG, XPEL)
Latest insights on TVK, SEG, XPEL
Mar 3
•
Chris Waller
16
2
4
GCI Liberty (GLIBK) Podcast & Presentation
John Malone's "new Liberty Media" acquisition vehicle
Feb 17
•
Chris Waller
13
4
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