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Hidden Value Gems Unique Investment Approach

Low Leverage: minimal use of financial leverage (preferably a net cash position) which adds long-term resilience at the expense of short-term results

Insider Ownership: management with ‘skin in the game’, strong alignment of interests between all the key stakeholders, preferably founder-led businesses, strong track record of value-accretive capital allocation

Attractive Valuation: companies that are trading below their fair values as the market fails to appreciate the full potential of those businesses

Business Quality: a great product (unique and hard to replace), that offers critical value to customers, with limited competition and a loyal customer base

Financial Performance: above-average margins, solid growth, and high returns on capital

Five criteria for identifying attractively priced businesses with above-average potential

Your extra benefits of subscribing to the Hidden Value Gems Newsletter

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You don’t need to trade often as the companies continue to reinvest capital on your behalf for years and decades ahead

Stop worrying about macro as these companies are in good financial position with low leverage

Keep your mind focused on what matters the most and leave ‘noise’ outside, as I process hundreds of financial statements, research notes, articles, and blog posts filtering the best ideas that appear in the Newsletter

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Summary of investment ideas that match the Five Criteria (Monthly Stock Idea Lab - MSIL)

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Annually

Monthly

Regular Newsletter

48 Stock Ideas / year

Portfolio updates

Research reports on quality businesses

Complete archive access

Investment checklist

Lifetime guaranteed uninterrupted access to Premium content

Invitations to exclusive events

Priority communication & support

Complimentary access to online courses

Single payment and no price inflation ever

Occasional emails

12 Stock Ideas / year

Portfolio changes with delays

Top 50 Fund Managers Letters

General thoughts on markets

Bonus materials

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Learn more about different subscription options

You can enjoy exclusive Hidden Value Gems content via three subscription plans: Premium, Pro and Lifetime membership. Premium members have the option to pay for the subscription monthly or annually.

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As a free subscriber, your access to the new content will be limited.

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This is the core plan for active investors who want to receive independent research with unique investment ideas and differentiating views. You can pay monthly or save money by subscribing to the annual plan.

Every month you will receive four new stock ideas that I am actively researching with summary valuation tables, financial ratios and key value drivers (Monthly Stock Idea Lab). This will save you time and broaden your investment universe.

You can see my past publications on stock ideas (Monthly Stock Idea Lab) here. In one year, you will have a collection of 48 interesting names to consider. At a total price of $€360/year, you get one idea for just €7.5, which is the price of two cups of coffee or a small lunch. I am sure it is worth your money, especially since there is more to this subscription.

You will be notified each time I decide to buy or sell a stock from my real-money portfolio with key reasons and additional thoughts.

You will also receive more detailed reports (10-15 pages) on high-quality companies with strong moats, skilful management, attractive valuation and other unique features.

Extra perks for Premium subscribers include live video calls where you can discuss specific stocks and investment themes.

Finally, you will get a €200 voucher for online courses and workshops that will be launched in 2024. You can find more information on this in the FAQ section below.

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The main advantage of the Pro plan is that in addition to all the Premium content, you can ask my opinion on the stock of your choice. I will do my own research, looking at the company’s product, management, financial performance and valuation and provide you with a 1-2 page note sharing my views.

I will not be able to provide a deep dive (20+ pages) report on individual stocks at requests under this plan. However, if you are interested in more specific analysis, I am happy to discuss it.

You will also get an exclusive opportunity for 1-1 direct email or video chat. Of course, this communication will be limited to reasonable hours and will be scheduled in advance. I retain the right to cancel the plan and reimburse you for the unused balance of your Pro subscription if the number of requests or communication becomes unreasonably intense.

I hope you will also enjoy your absolutely free access to the online courses and workshops that will be launched in 2024 (see the FAQ section below).

The Pro plan has a limited capacity.

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This plan provides maximum value as you make only one payment and get full access to all the reports and exclusive content forever.

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The return on this one-off investment will rise as the library of exclusive content continues to grow over many years.

You can also enjoy complimentary access to all online courses that I will launch in 2024 (free of charge).

As a privileged member, you will also enjoy small-group dinners with like-minded people.

I will be delighted to help you with any queries and provide priority support if you have any questions or issues.

The lifetime membership plan has a limited capacity and will soon be closed for new members.

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I always find unique and high-quality ideas in the Hidden Value Gems newsletter, which I love reading. Ildar’s analysis of Exor is one of the best I have seen so far.
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Head of UK Corporates, Commerzbank AG
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I enjoy institutional-quality research and personal perspective that Ildar adds on less-covered investment opportunities, which makes his work unique and highly valuable.
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Head of Financials, WOOD & Co

Ildar has been a key analyst contact for hedge funds, family offices and long-only funds in emerging Europe for over 15 years. Now, he is making his research available to investors of all shapes and sizes.

Hidden Value Gems provides DIY investors institutional-grade research on stocks that big money can overlook. It's also an excellent resource for investment philosophy, Mungerism and larger companies - not least Ildar's favourite Berkshire Hathaway.

With Ildar's exceptional credentials and his money behind his ideas, Hidden Value Gems is hands down the best offering on the market today.
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Chief Economist, ADA Economics

Ildar's products are a great resource that I really suggest both newcomers to finance and seasoned professionals. As a subscriber to his newsletter for nearly a year, I can definitely recommend it based on the insightfulness and originality of its content. Ildar is blunt when sharing his view and not afraid of challenging traditional "consensus" assumptions. His unique style feels very holistic and highlights the amount of research and care he puts into everything he releases.

My favorite analyses are the ones covering the oil industry. Drawing from two decades of experience, he offers an accessible approach to valuing such a complex industry that only someone who has true experience in the sector can guide you through.
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I find HiddenValueGems very insightful to read about potential companies to invest in that are good to excellent businesses trading at reasonable prices. It also helps me as a sounding board on competitive advantages and risks of my current portfolio of companies. I would definitely recommend the newsletter to any long-term investors.
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Private investor

Ildar Davletshin is a bit a star of the UK stock market bloggosphere.

For almost 20 years my research was exclusively distributed to institutional investors only. Now you can discover independent professional research, not sponsored by corporates or written to win an IPO.