Hidden Market Gems | Substack
Hidden Market Gems
Hidden Market Gems is a problem-centric equity research lab. We start from a real bottleneck in the world, then find the under-followed company that solves it better than almost anyone, often before the market really cares.
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“Excellent writer, he’s straight to the point and find some good small/mid caps!”...”
“Excellent writer, he’s straight to the point and find some good small/mid caps!”
Waver, Waver Research
“A must follow for differentiated and high quality fundamental research with a focus on hidden gems (SMIDs that are under the radar).”...”
“A must follow for differentiated and high quality fundamental research with a focus on hidden gems (SMIDs that are under the radar).”
Ozeco, Crack The Market
Hidden Market Gems
[RDDT] The Mob That Became the Moat
Reddit got filed under "sub-scale social network." What it actually owns is the toll booth on the one input the AI race cannot manufacture: twenty years of strangers telling each other the truth.
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