42 Investment Ideas (Crowdsourced from X/Substack) 💡
Interesting stock picks to explore...
Happy Independence Day to all our American readers!
At the beginning of the week we asked our followers on X and Substack to post a public company they’re bullish on.
We had a great response with 42 ideas submitted. All the ideas are listed below. Perhaps you will find a gem.
Thanks to all those who contributed.
North America…
Distribution Solutions by Roderick van Zuylen 🇺🇸
A rollup of value-add industrial distributors. Could be a mini-Fastenal in an early phase. Management understands capital allocation but they're also good operators. Manufacturing PMI has been in contraction for 2 years and has just turned positive. Margins could be 30-50% higher and lower growth peers trade at 2x the P/E multiple.
Starz Entertainment by Colin King 🇺🇸
Recently spun off Lions Gate Studio biz. Pure play DTC streaming with low exposure to linear cable (30% of revs).
Was captive source of cash inside lions gate (ie overspend on content) and that will unwind next 1-2 years leading to “tons” of cash flow $16/sh x 16.8m s/o = $270m market cap + $615m net debt = $885m EV.
Guiding to 15% margins or $200m OIBDA in 2025 (4.4x EV/EBITDA). Management thinks they can hit 20% margins in a few years with simple levers. At 5.5x $200m = $23/sh vs $16. I think that’s low.
Deserves to trade at premium to AMCX at worst (less exposure to linear and zero ad revenue at STRZ) Looks like a great takeout candidate in 1-2 years (likely by the WBD/CMCSA cable spins).
Marex By Karst Research 🇺🇸
Offers a diversified global financial services platform providing essential liquidity, market access and infrastructure services to clients across energy, commodities and financial markets.
Continued growth in commodity complex + expansion in their non-commodity business. Recently added to R2K growth index, trading at approximately 10x fwd earnings, double digit top line growth, and ROE in double digits. Q2 25 likely a banner quarter given volatility.
Verona Pharma by Patients Capital Management 🇺🇸
UK-based biopharmaceutical company. The company is focused on developing and commercializing therapeutics for the treatment of respiratory diseases with unmet medical needs.
Investment thesis…
1) Consistent feedback is that Ohtuvayre makes patients feel better, which is most important in a disease like COPD.
2) Can be used in combination with all other COPD meds, effectively zero competition.
3) Non-steroidal option. ICS are effective but chronic steroid use comes with all sorts of baggage for patients.
4) Non-CF bronchiectasis/asthma are call options at this valuation, and potentially significant drivers long-term.
5) Co. wants to partner DPI/MDI creates very clear window for Pharma to lean in to diligence on Whole Co/acquisition.
6) Currently no financing overhang.
7) Been quite a run for stock, but still cheap. Only pricing in $2.5bn peak sales, whereas there’s really no reason the nebulized form can’t get to ~$4 to $5bn. Long-term potential will continue to get revised quarterly by sell-side re: COPD nebulizer alone.
8) Imagine there is price at which shareholder base evolves/provides stock price support.
New Fortress Energy by Unemployed Small Cap Value Degen 🇺🇸
Owns and operates natural gas and liquefied natural gas infrastructure and an integrated fleet of ships and logistics assets to deliver turnkey energy solutions to global markets. I've only been adding NFE recently because of the absurd price, but soon will probably be priced out of buying more.
Pharma-Bio Serv by Elias P 🇺🇸
Trading at net cash
15% dividend yield
Inflecting earnings
Headquartered in Puerto Rico, The company does consulting for the pharma and biotech industries.
Even thought the company is tiny ($11M market cap), their clients consist of some of the largest pharma companies in the world, such as Johnson & Johnson, Thermo Fisher, and Zimmer Biomet.
Their core business is regulatory compliance consulting for FDA and international agencies, ensuring that client's projects and facilities meet strict regulatory standards.
It's competitive advantage comes from a 30 year track record and deep entrenchment in the Puerto Rico pharmaceutical market.
The most compelling aspect is the valuation. The company is currently trading at net cash value, meaning the market is ascribing no value to the operating business. The company has quietly made changes in operations and capital allocation, setting the stage for high returns.
First, the company has placed a higher importance on European consulting projects, which have higher margins. European projects generate over 25% of revenues, compared to 0% in 2019.
Additionally, in 2020 management began returning capital to shareholders with large regular dividends. At today's stock price it is a 15% yield.
Looking at the macro picture, the pharma and biotech industries are beginning to show signs of recovery after a brutal 3 year bear market.
All signs point towards the company returning to revenue growth and profitability. Last quarter, the company reported positive net income for the first time since 2023.
I expect sustained profitability along with the large dividend to drive stock price appreciation. Risks include lack of insider ownership, customer concentration, and industry consolidation.
Vale by Modern Investing 🇺🇸
Brazil-based metal and mining company which is primarily engaged in producing iron ore and nickel.
One of the lowest cost curves in the industry. A lot of previous uncertainties surrounding lawsuits are resolved, the valuation is near record lows and the company is developing the Base Metals business quickly. The profits from the fragmentation of global trade.
ASP Isotopes by Cece 🇺🇸
Small cap. Uranium enrichment. Medical isotope. Silicone for tech chips. Big growth opportunity.
Borr Drilling by Wallstreet Stocker 🇺🇸
Offshore shallow-water drilling contractor providing offshore drilling services to the oil and gas industry.
My thesis is 22 out of 24 rigs currently working and will be able to fill most white space in 2026. Will be able to roll 2028 debt without having to touch the 150 million RCF. Then dividends and buybacks restart.
Large insider ownership. Limited supply of younger jackups and slim to none new builds coming anytime soon. Best jackup fleet in the business would also make a great acquisition target due to its replacement value of its fleet.
Cogent Communications by Asymmetric Bets 🇺🇸
Facilities-based provider of Internet access, private network services, optical wavelength, and optical transport services and data center colocation space and power.
Trading at ~10 x est. FY26 FCF. FCF is about to inflect with entry into wavelengths market with compelling offering, Sprint reaching breakeven and becoming FCF +ve and diminishing one off integration costs. Further optionality with monetisation of ‘hidden’ non core assets.
Viant Technology by P14 Capital 🇺🇸
Advertising technology company. The Company is engaged in artificial intelligence (AI)-powered programmatic advertising.. FY26 Base Case PT with minimal multiple expansion from current levels: $21.40, +61% potential upside.
PDD Holdings by Stoic Student 🇺🇸
Manages Temu, a global e-commerce platform which brings together buyers, merchants, manufacturers, and brands from around the world. Growing rapidly with only a 11x trailing PE.
Eventbrite by Niubi88 🇺🇸
Global events marketplace that serves event creators and event-goers in approximately 180 countries.
The management did make the mistake but now they are back on the right track. The negative working capital is its unique biz model: They get the free cost money from the clients to fund their own biz. I like this so much the stock price will go back to pre 2020 high :)
Total Site Solutions by Victorious Investing 🇺🇸
Undervalued & relatively unknown company supplying Data Centre solutions. Dell is their primary customer with a $14B backlog of work to get through while growing at an incredible rate.
Genworth Financial on Lionheart Investing 🇺🇸
I have been a longish time holder of Genworth it's my largest and best performing position. They cover a few different areas of insurance and we're historically poor performers and tbh not very ethical, however they are experiencing an incredible turnaround.
They are paying down debt, buying back shares and did a spinoff/IPO to provide funds for all this. Also focusing on asset light/high margin segments. The momentum is real! Recently hit 5 year highs! The big money is getting interested!
I started buying at a little over $3 when they were 1 PE, 0.1 PB, 0.1 PS… not as cheap now but there is hope again. They have gotten a little less bad and the market is noticing.
United Natural Foods by Kingdom Capital 🇺🇸
A distributor of grocery and non-food products, and support services provider to retailers in the United States and Canada.
Short-term/actionable: UNFI sold off from cyber attack and market ignoring their messaging that the crisis was dodged. So far UNFI has told you:
Insurance is expected to be sufficient.
Q4 will be impacted (duh).
Next four quarters will be significantly ahead of street.
The market focused on 2. We think you can make a ton of money focusing on 1 and 3.
They pulled forward to 2.5x leverage guide to FY26. $1.9B net debt before key food payment and cyber. $550m EBITDA and street at $600m. $200-250m FCF for 5 quarters, and maybe $100m asset sales. Gets you $650-700m EBITDA for 2026.
Sanuwave Health by Deep Sail Capital 🇺🇸
Is deeply overlooked. FDA-cleared shockwave tech for wound healing device with a fast growth and high margins. CEO owns a large position, is a hedge fund guy, loves the product. Massive TAM in diabetic foot ulcers. Sales team is firing on all cylinders in 2025.
NFI Group by CDN Value Investors 🇨🇦
A fun one we have written about extensively is NFI group, North America’s largest bus manufacturer.
It is just finally getting out of COVID supply chain hell with debt refinanced successfully, while numerous competitors have gone bankrupt. Now they are one of two main manufacturers making Buy America compliant buses.
Cipher Pharmaceuticals by Halvio Capital 🇨🇦
Specialty pharmaceutical company with a diversified portfolio of commercial and early-to-late-stage products, mainly in dermatology.
Huge cash generation as EBITDA = FCF and recently used their cash to buy ParaPRO, which has 23% market share in lice/scabies market in the US. Can now take this drug worldwide. Already repaid 38% of the debt for the acq. and buying back stock. Tons of catalysts.
Bragg Gaming by SanDav 🇨🇦
iGaming content and platform technology solutions provider serving online and land-based gaming operators with its proprietary, content, and cutting-edge player account management (PAM) technology.
Mattr by In Search Of A Value 🇨🇦
A global material technology company serving critical infrastructure markets, including transportation, communication, water management, energy and electrification.
I would maybe pick Mattr because the investment case is the most de-risked of the three. The CEO gave a bullish look and a guidance for -26 in a conference few weeks back.
Can’t get much clearer than that. I expect the business to make 100-150 mil $ of FCF in -26. Making the stock a double in less than twelve months.
Secure Waste by Andy 🇨🇦
A company that operates a waste management and energy infrastructure business. Largest landfill and waste provider to Canadian O&G industry. Trading at less than 8x cash earnings. They are buying back stock aggressively. Multiple ways to win:
Multiple re-rate.
Organic and inorganic investments.
Monetization of midstream biz.
Opportunity for more buybacks/leverage.
Europe…
Edenred by Heavy Moat Investments 🇫🇷
France-based company engaged in the provision of prepaid corporate service vouchers. Severely punished for regulatory fears. High quality business model trading at <10x FCF. It's priced for no growth, but it at least grows with inflation.
Positive trends should push this towards msd-hsd. Edenred has ~60% unregulated revenue. Digitalization could help new entrants but then they get acquired.
Elliptic Laboratories by Mavix 🇸🇪
Swedish microcap. Investment summary:
Software solution that replaces Hardware sensors with the help of AI.
Reducing costs and allowing new design options for OEMs.
Leading market position with 500 million devices already equipped.
6 of the top 10 smartphone OEMs are customers like Xiaomi, Transsion or Lenovo.
248 granted and pending patents that are protecting the IP.
Highly scalable business model with potential EBITDA margins of >50%
New sensor fusion solution aims to break up the Apple ecosystem.
2025 will already be a record year within laptops, which will be the major driver of growth going forward.
Revenue growth of 93% in 2024, reaching profitability for the first time with an EBITDA margin of 19%
Clean balance sheet with net cash and no need for further dilution.
Intellego Technologies AB by Snowballs & Slopes 🇸🇪
Manufacturer of colorimetric ultraviolet indicators. UVC Dosimeters are used in Healthcare, Hospitality, Retail, Transportation and Commercial Applications around the world.
Trading at 10X EV/EBIT 2025 and possibly low single digit to 2025 with a moaty business, massive contracted backlog and bunch of catalysts in the immediate past that have not yet been fully priced in.
Serviceware by BetterValueInvest 🇩🇪
Cheap SaaS transformation story in IT cost/financial management (ITSM/ITFM) picking up organic growth momentum globally. Competes with Apptio in US and Servicenow in Europe. Unique new AI Process Engine for ESM.
Net Digital by PPinvest 🇩🇪
Formerly known as Black Pearl Digital AG is a Germany-based Company, which is engaged in providing software development and consulting services for the blockchain industry. Organic sales growth of over 70% and a lot of AI-payment imagination.
Berentzen Gruppe AG by Emerging Value 🇩🇪
Microcap engaged in the production and distribution of spirits and non-alcoholic beverages, as well as the development and distribution of fresh juice systems.
BEZ is one of my forgotten small caps. A beverage company real earnings multiple of 5x hidden by non cash adjustments and a growing mio mio brand.
eDreams by Exceptional Value Stocks 🇪🇸
Spain-based online travel company. The company has active mainly in the flight sector with five brands: eDreams, Go Voyages, Opodo, Travellink and Liligo. Subscription business, scale economics shared, growing earnings ~20% this year. <8.3xFCF, buyback. Large TAM.
Light Science Technologies by Laurence Hulse 🇬🇧
UK nanocap holding company, brings together four companies in three growing market sectors worth over £100bn: AgTech, Passive Fire Protection, Contract Electronics Manufacturing.
Auto Trader by Cosmic Capital 🇬🇧
Dominant UK auto online classified with 10x more minutes spent vs nearest comp and latent pricing power. Trades on forward P/E of 22x with core EBIT margins of 70%, low teens EPS growth, 1.4% yield and ROIC of 51%.
Wise by Jaime Ward 🇬🇧
WISE because it is building a new financial infrastructure. Long term could excellent. In next 18 months it will shift to US listing and lose dual share class. Final hurdle then drops for index inclusion.
AdvancedADVT by Simon 🇬🇧
Software solution provider. A proven formula by Vin Murria - acquiring complementary tech businesses, integrating them and developing synergies before selling the whole group on for a higher multiple.
Italian Exhibition Group Spa by Eigenvalue 🇮🇹
Microcap. A business organizing trade fairs and exhibitions in Italy and abroad with attractive growth and a cheap valuation.
Grupa Pracuj by Clark Square Capital 🇵🇱
Polish company Grupa Pracuj (GPP). They run an online classifieds business focused on job listings (think indeed dot com). They are #1 in Poland and own the #1 and #2 players in Ukraine.
Should be a beneficiary of European fiscal and possibly a Ukrainian peace deal. Revenue should grow at LDD and earnings at a mid-teens rate in the foreseeable future. Trades at ~9x EBITDA and ~12x FCF on my '26 numbers. Could pencil out >20% IRR with little to no multiple appreciation.
Asia…
Asiro by Stock Logging 🇯🇵
Engaged in the operation of legal media sites for lawyer industry. Top-line growth recently came in at 50% YoY, and the company aims to grow at a 25% CAGR through 2030. Based on my estimates, the current forward P/E is 11.5
361 Degrees International by Jon Kingston 🇭🇰
Not done a deep dive but from a quant POV looks interesting/cheap. Designs, manufactures, distributes branded sports footwear and apparel. Majority of sales in China but expanding overseas.
PE 7. PEG 0.52. DIV 6%. No net debt. Founder led.
Jardine Matheson by Cayucos Capital 🇸🇬
A holding company with diversified businesses focused principally on Asia. A perennial value stock finally has a catalyst, and we’re paid to wait. Dividend yield 4.75% and P/B 0.52.
Major Cineplex by Michael Fritzell 🇹🇭
The number of Hollywood wide-releases is going to reach pre-COVID levels in the next year. 70% market share in Thailand - a market that's been growing. 7x forward P/E. Major buying back 7% of its shares per year, so capital allocation is rational.
Telkom Indonesia (Persero) Tbk PT by Jack Burgoyne 🇮🇩
Indonesia-based telecommunication company. This one is a bit left field but I think people should look to diversify out of the US right now. Huge 7 percent yield. PE 10. Tradable via ADR. Huge economy with mineral boost possible.
Australasia…
Eroad by Luke Winchester 🇦🇺
Microcap. Enterprise fleet management software trading on 1.7x ARR and 15x cash profit.
Matrix Composites & Engineering by Tenva Capital 🇦🇺
Specializes in the design, engineering and manufacturing of engineered polymer products for the energy, mining and resource, and defense industries.
Trades at 1.9x FY26 EV/EBITDA with near term inflections in their SURF and offshore O&G buoyancy end-markets as well as major long-term growth optionality in deep water offshore wind buoyancy solutions.
Upon the market gaining comfort around the impending FY26 earnings inflection, I believe the stock will re-rate in line with its historical 4-5x EV/EBITDA multiple implying b/w 88-130% upside from the last traded price of $0.21.
There is also a non-zero chance MCE merges with AIS within the next 12-18 months at a material premium to the last traded price.
With profound operating leverage at its Henderson plant and deep water O&G CAPEX expected to pick up again from 2026 onwards, MCE today serves as one compelling pitch indeed.
Thanks for reading.
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Disclaimer
This article is for informational and educational purposes only, and should not be seen as investment advice. Please do your own research before investing in any company mentioned.