Deep research on small and mid-cap businesses that few analysts cover — undervalued, misunderstood, or operating in markets that barely exist yet.
| Company | Market cap | Valuation | Status | Why it is on the radar |
|---|---|---|---|---|
| NedapNEDAP · Euronext Amsterdam | $380M | not published | High conviction | DEMO ENTRY. Dutch technology company in RFID, livestock management, retail security and healthcare software. Thinly covered by sell-side analysts. |
| Gooch & HousegoGHH · AIM London | $200M | not published | High conviction | DEMO ENTRY. UK maker of precision optical components and acousto-optic devices for industrial lasers, aerospace and life sciences. |
| Coherent CorpCOHR · NYSE | $12B | not published | On radar | DEMO ENTRY. US supplier of lasers, optical transceivers and photonic materials, with significant exposure to datacentre optics. |
Too small, too dull or too far from the index to attract analyst coverage. Nobody is doing the work, so nobody has priced it.
Trading below a defensible estimate of intrinsic value — often because the real assets sit somewhere the headline numbers don't show.
The market narrative and the fundamentals point in different directions, or the addressable market does not exist yet.
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Research, not advice. No positions are recommended.