Hidden Gems - Special Edition II
Uncovering one unusual big-cap hidden gem and one industrial small-cap serial acquirer
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Welcome to the Second Hidden Gems Special Edition!
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Unlike the standard series, these special editions are exclusive to Paid Subscribers and spotlight under-the-radar businesses that are either part of the Expanse Stocks 📎 Portfolio or high on the long-term Watchlist. These companies stand out for their exceptional business quality, underrated fundamentals, or strong growth potential often supported by compelling technical setups.
For this second Special Edition, we're heading to Switzerland and Sweden to uncover one surprisingly overlooked biopharma powerhouse and one small-cap industrial serial acquirer gem.
1️⃣ A Surprising Undiscovered Healthcare Powerhouse
With a €43B market cap, this high-quality company plays a crucial role in the pharmaceutical supply chain, specializing in third-party drug manufacturing—helping biopharma firms outsource production & process development. I like to think of it as the TSM of Drugs Manufacturing.
I already highlighted this gem in my Monthly Specials - February 2025 (for Paid Subscribers), as it’s forming one of my favorite technical setups—an Inverse Head & Shoulders emerging from a long consolidation phase. The good news? It’s still actionable.
2️⃣ A Small-Cap Serial Acquirer Keeping Sweden’s Factories Running
A $750M small-cap Swedish serial acquirer, specializing in industrial components & services across the Nordic region. With strong management, a winning culture, and solid fundamentals (+15% sustainable revenue growth, 27% ROCE), this high-quality compounder caught my attention—first brought up by REQ Capital, one of the best investment funds in serial acquirers.
Not cheap at Fwd. 35x EV/FCF, but great businesses rarely are.
Topics I’ll Cover
🔹 Founding & Origins
🔹 Industry Trends & Strategy
🔹 Growth Drivers
🔹 Leadership & Culture
🔹 Fun Facts & Golden Nuggets
🔹 Final Thoughts & Technical Setup
Let’s dive in!
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