Thanks to visit codestin.com
Credit goes to skepticallyoptimistic.substack.com

The Skeptical Optimist’s Substack

The Skeptical Optimist’s Substack

Home
Archive
Leaderboard
About
Thor Explorations Ltd (TSXV/AIM: THX) – 1–3 Year Investment Thesis
Gold Miner with Exception Capital Allocation, Lagging Underlying Gold Price
 • Dheeraj Namburu
Trading Drinks?: Riding the Hype
Speculative microcap setup with short term multibagger possibility
 • Dheeraj Namburu
The Memory Giant at the Center of the AI Revolution
Trading at <15x PE and a bargain at that
 • Dheeraj Namburu
The AI Gold Rush's Best Kept Secret: WhiteFiber Could 5x in Five Years
This spin-off from a crypto miner is building the data centers that power the AI revolution
 • Dheeraj Namburu
A Stock Trading at 3x Cash Flow in a Metal Hitting 14-Year Highs
A fully-funded restart with 2M oz annual production starting in 12 months
 • Dheeraj Namburu
Most Popular
View all
Anchored Value: Why Danaos Corp ($DAC) May Be the Most Undervalued Shipping Stock in the World
 • Dheeraj Namburu
The Rebirth of a Fallen SPAC
 • Dheeraj Namburu
An Extremely Undervalued Gold Miner Trading <2x FCF
 • Dheeraj Namburu
Free Actionable Writeup - HelloFresh: A Deep Value Opportunity with Massive Upside Potential from Factor75 and RTE Segment Growth
 • Dheeraj Namburu
The Rebirth of a Fallen SPAC
With a unique 10 bagger lottery opportunity
 • Dheeraj Namburu
Anchored Value: Why Danaos Corp ($DAC) May Be the Most Undervalued Shipping Stock in the World
$3.7B in charter backlog, a fortress balance sheet, and a 50%+ discount to NAV, Danaos offers a rare deep value play
 • Dheeraj Namburu
An Extremely Undervalued Gold Miner Trading <2x FCF
Low Costs, Long Mine Life, and High-Leverage to Gold
 • Dheeraj Namburu
$FPH Unlocking Hidden Value in Real Estate
Why This Undervalued Land Holder Could Double in Five Years
 • Dheeraj Namburu
Invest in the Opposite of Money
Ten Bagger in Plain Sight
 • Dheeraj Namburu
The REIT I Like the Most
Simple to Value, Undervalued, High Yield - What more could you want?
 • Dheeraj Namburu
Real Estate Business with Hidden Assets
My New Second Biggest Position that may 10x or more
 • Dheeraj Namburu
The Skeptical Optimist’s Substack
The Skeptical Optimist’s Substack
I analyze overlooked small-cap value equities and special situations, to surface investments with asymmetric risk-reward profiles. I'm inspired by Mungerian businesses, Greenblatt's special situations, Klarman's downside protection, and Schloss's prices.
Recommendations
Dirtcheapstocks Substack
Dirtcheapstocks Substack
Dirtcheapstocks
Canadian Value Investors’ Substack
Canadian Value Investors’ Substack
CanadianValueInvestors
ToffCap
ToffCap
ToffCap
Value Degen’s Substack
Value Degen’s Substack
Unemployed Value Degen

The Skeptical Optimist’s Substack

AboutArchiveRecommendationsSitemap
© 2026 Dheeraj Namburu · Privacy ∙ Terms ∙ Collection notice
Codestin Search App Start your SubstackGet the app
Substack is the home for great culture