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Undervalued and undercovered

Undervalued and undercovered

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Following Buffett and Ackman: an important step in my investing career

I am now Fund Advisor of PEQUITY U&U Global Opportunities, FIL
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Small-cap Offshore Oil: single digit FCF versus 20x for the large ones. The Patience Trade
Offshore is one of our conviction plays.
 • Hugo Navarro
Could SpaceX, OpenAI & Anthropic Trigger the Next Market Crash?
Most investors spend their time looking for the next catalyst that could break the market.
 • Hugo Navarro
+75.74% since inception, +49% over the S&P. The S&P 500 is becoming an AI basket
The Buried Bargains portfolio is up 75.74% since its inception on 20 January 2025.
 • Hugo Navarro
A Stub at 4.5x EBITDA, Peers at 7-8x, Triple-Digit Upside, Forced Sellers Create the Entry
A Multibagger Setup Hidden Inside a $3B Industrial Sale
 • Hugo Navarro
Playboy and Enterprise Group management calls
Two cheap stocks at 7x EV/EBITDA with growth optionalit
 • Hugo Navarro
RAVE Restaurant Group, a small-cap compounder at 6.7x EV/EBITDA near a growth inflection
Advantaged franchisor trading at deep discount.
 • Hugo Navarro
CareCloud at 4x FCF, our favourite energy pick at 6x EV/EBITDA: Q1 earnings update
Decent prints across the book, the market punished the best ones, and the valuation disconnect is now creating real opportunity
 • Hugo Navarro
Undervalued and undercovered
Undervalued and undercovered
I am a passionate investor eager to share my reports on companies that are undervalued compared to the market and their peers, and are undercovered by analysts.
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PEQUITY U&U Global Opportunities, FIL — Advisor's Letters
PEQUITY U&U Global Opportunities, FIL — Advisor's Letters
Hugo Navarro

Undervalued and undercovered

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