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Hidden Value Gems 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 from Hidden Value Gems Newsletter
- You can sleep well at night when you partner with great businesses
- 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
What you will gain from this Newsletter
You will receive a Newsletter that will cover at least one of these topics:
Regular updates on the Hidden Value Gems Portfolio
Curated investment insights to expand your circle of competence
Opportunity to meet like-minded investors at exclusive webinars and offline events
Research reports on Quality Businesses
Summary of investment ideas that match the Five Criteria (Monthly Stock Idea Lab - MSIL)
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Our Premium Newsletter is celebrating its 1st anniversary! 🎉
In the past 12 months:
- We have covered 83 stocks across Europe, the UK and the US
- Delivered a solid double-digit return on our HVG Portfolio
- Members received notifications on all HVG Portfolio changes
- Provided ongoing follow-ups on companies within the HVG Portfolio
- Hosted a series of members-only webinars
We plan to add new features in 2025, such as Excel models, exclusive Management calls, Investor trips, more Members webinars.
If this sounds interesting, subscribe to Hidden Value Gems Premium until 20 December 2024 and save €80. First 20 Premium subscribers will also enjoy 3 extra months free (€280 for 15 months).
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12 Stock Ideas / year
Portfolio changes with delays
European Family Holdings Report (sample)
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Priority communication & support
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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.
Free
As a free subscriber, your access to the new content will be limited.
Premium
This is the core plan for active investors who want to receive independent research with unique investment ideas and differentiating views. Premium subscription is offered exclusively on an annual basis to provide a consistent experience for all subscribers.
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.
You can find more information on this here.
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.
You can find more information on this here.
Pro
The main advantage of the Pro plan is that it's a tailored research and includes financial modelling, special situations, identification of critical value drivers, industry benchmarking, risk assessment and 1-on-1 direct calls/emails.
You will also get an exclusive opportunity for 1-on-1 direct email or video chat. Of course, this communication will be negotiated and scheduled in advance.
The Pro plan has a limited capacity and subject to authors availability.
You will also get an exclusive opportunity for 1-on-1 direct email or video chat. Of course, this communication will be negotiated and scheduled in advance.
The Pro plan has a limited capacity and subject to authors availability.
Lifetime member
This plan provides maximum value as you make only one payment and get full access to all the reports and exclusive content forever.
No more subscription worries, as you never have to make renewal payments or face further price hikes.
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.
No more subscription worries, as you never have to make renewal payments or face further price hikes.
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.
Trusted by many professional investors
- Ildar’s newsletter helps me to find new angles in investing. ‘Why most people lose money in the stock market?’ is a Super Artikel.
- Julio Utrera, CFA
Senior Analyst, Southeastern Asset ManagementI 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. - Joe Wickes
Head of UK Corporates, Commerzbank AGIt’s been a while since my Moscow years, but I always look back on that time fondly and I enjoyed working together. I just signed up to your newsletter and I’m looking forward to reading your thoughts and views. Best of luck. - Anton Barinov
CIO of Ahead Asset ManagementI enjoy institutional-quality research and personal perspective that Ildar adds on less-covered investment opportunities, which makes his work unique and highly valuable. - Can Demir
Head of Financials, WOOD & CoIldar 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. - Alessio Chiesa
Chief Economist, ADA EconomicsIldar'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. - Private Investor
London/UKI 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. - David O’Hara
Private investorIldar Davletshin is a bit a star of the UK stock market bloggosphere.
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