The Skeptical Optimist’s Substack

Trading Drinks?: Riding the Hype

Speculative microcap setup with short term multibagger possibility

Dec 9 • Dheeraj Namburu

1

October 2025

The Memory Giant at the Center of the AI Revolution

Trading at <15x PE and a bargain at that

Oct 28 • Dheeraj Namburu

2

September 2025

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

Sep 30 • Dheeraj Namburu

5

1

1

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

Sep 30 • Dheeraj Namburu

2

June 2025

The Rebirth of a Fallen SPAC

With a unique 10 bagger lottery opportunity

Jun 18 • Dheeraj Namburu

4

1

May 2025

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

May 27 • Dheeraj Namburu

14

1

An Extremely Undervalued Gold Miner Trading <2x FCF

Low Costs, Long Mine Life, and High-Leverage to Gold

May 27 • Dheeraj Namburu

4

April 2025

Thor Explorations Ltd (TSXV/AIM: THX) – 1–3 Year Investment Thesis

Gold Miner with Exception Capital Allocation, Lagging Underlying Gold Price

Apr 14 • Dheeraj Namburu

13

3

$FPH Unlocking Hidden Value in Real Estate

Why This Undervalued Land Holder Could Double in Five Years

Apr 6 • Dheeraj Namburu

2

4

February 2025

Invest in the Opposite of Money

Ten Bagger in Plain Sight

Feb 23 • Dheeraj Namburu

1

3

1

The REIT I Like the Most

Simple to Value, Undervalued, High Yield - What more could you want?

Feb 5 • Dheeraj Namburu

1

January 2025

Real Estate Business with Hidden Assets

My New Second Biggest Position that may 10x or more

Jan 3 • Dheeraj Namburu

1