Overlooked companies. Compelling valuations.

Archetype Capital is where I share research on undervalued companies—from suppliers behind the AI buildout to overlooked businesses across the wider market.

Past wins include Soitec, JCU and RS Technologies, alongside HRTG’s rise from $1.45 to around $21.

I look beyond the headline story to understand what a business supplies, its competitive position, and how it turns demand into earnings and cash flow. Then I ask: what is the market missing, and what is already priced in?

Expect selective, high-conviction ideas with detailed research, valuation analysis, clear risks and updates as the facts change. I publish when I find something compelling, rather than forcing a new stock pitch every week.

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David, Archetype Research