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6–9x EBITDA for 20–30% Growth in a Defensive Sector: Policy-Driven Upside and 5–9% Dividend Yields
An Update on Australian Childcare Rollups
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A 5x in the Last Great Oil Trade? Betting Big on Offshore Drillers
Nov 27, 2025
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Hugo Navarro
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Mihail Stoyanov
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25% ROIC, 40% CAGR, PE of 7 — Why Is This Still So Cheap?
Nov 20, 2025
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Hugo Navarro
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20% FCF Yield, 14% Dividend, and a duopoly: The Overlooked Offshore Cash Machine
Dec 17, 2025
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Hugo Navarro
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Ondo Insurtech, 100-Bagger Math. 800M ARR. £30M Cap
Jul 29, 2025
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Hugo Navarro
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Digital infrastructure monopoly with 5–7x potential: the road to >40% EBIT margins
Deep dive on PharmX: 20 expert calls and institutional research
Jan 7
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Hugo Navarro
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66.52% YTD, Big News for 2026, Full Portfolio Review, Key Learnings of 2025
Year-End Recap
Dec 30, 2025
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Hugo Navarro
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P/E 5 + P/E 7: Two Catalyst Trades With 50–100% Upside
Two Rerate Trades Hidden in Plain Sight
Dec 27, 2025
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Hugo Navarro
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20% FCF Yield, 14% Dividend, and a duopoly: The Overlooked Offshore Cash Machine
The Riches Are in the Niches
Dec 17, 2025
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Hugo Navarro
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Offshore Allocation, PGMs & Management Meetings: Weekend Notes
Rambling Through PGMs, Offshore Trades and Management Calls
Dec 13, 2025
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Hugo Navarro
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14% and 12% FCF Yields in Offshore: The Safer Cycle Plays You’ve Overlooked in Bristow & Helix
Two Offshore Service Stocks Hiding in Plain Sight
Dec 10, 2025
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Hugo Navarro
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Two Management Calls: Enterprise Group and Ondo Insurtech
Bullish on one, out on the other
Dec 6, 2025
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Hugo Navarro
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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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