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Hidden gems

A focus on stocks that are (/seem to be) on their way to become quality (🤞)

Fund spotlight #4; DSM-Firmenich

Insights on the Flavors & Fragrances industry and a 2025 "Dog of the AEX", from John Hempton's Bronte Amalthea Fund

Dec 25, 2025 • Jam_invest

Hidden gems #10; U.S. SaaS microcap

This particular SaaS/AI company saves its customers a ton of time, resulting in sticky customer relationships, ie very strong (c100%) net customer…

Dec 8, 2024 • Jam_invest

Hidden gems #9; Weak start Tier 1

Jul 22, 2024 • Jam_invest

Hidden gems #8; Software 60%+ upside

This European software company is trading at roughly 15/11x P/E and 3/4% dividend yield for 2024E/2026E, respectively

Jul 9, 2024 • Jam_invest

Hidden gems #7; France A-Z

Biorem is one of the success stories of this substack this year. It will be tough to beat its return, but I have been lining up other Hidden Jams...

Jun 4, 2024 • Jam_invest

Hidden gems #6; Sylogist

A rare hidden gem on the usually horrific Canadian corporate filings service, Sedar

May 15, 2024 • Jam_invest

Hidden gems #5; Biorem delivers

It was quite a wait for the 2023Q4 results announcement...but IT WAS TOTALLY WORTH IT!!

Apr 11, 2024 • Jam_invest

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