Hidden Gems Investing

About Hidden Gems Investing

Welcome to Hidden Gems Investing by Chris Waller, Founder and Portfolio Manager at Plural Investing. This newsletter looks for ‘hidden gems’ in the small cap value space. These businesses may be overlooked because they are small, receive little coverage, listed on under-researched exchanges, operating in unpopular industries, or offer terrific opportunities beyond short term concerns. We develop a research edge by doing extensive primary research, typically sourcing and speaking with ~20 industry experts initially, with ongoing conversations and attendance at industry events like trade shows. Subscribers to Hidden Gems Investing will receive our best research, including: - Special Reports: 30-50 pages on one long-term investment idea, based on extensive primary research including discussions with ~20 industry experts. Expect 3 reports per year, an article with extensive follow-up work, and an article with the most useful feedback and Q&A we received. Examples of reports include: TerraVest (Jan, 2024), Concerns at Naked Wines (Jun, 2022) -Deep Dives: ~5 page writeups on long-term investment ideas based on extensive primary research. Expect 2 per year. Examples include: Jet2 (Nov, 2022), Kyndryl (Mar, 2023) -Monthly Updates: New updates and work on the stocks we profiled, including relevant industry news and results. The focus for this newsletter is quality. We will not overload you with attention seeking content, and will instead publish only when we think you will find our work valuable to long-term investing.

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