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The Rational Margin

Mahad Ahmed publishes in-depth research on undercovered businesses trading below estimated intrinsic value across developed markets.

https://mahadahmed185.substack.com/

Mentions8
Posts5
Latest post20 Jun 2026
Arcontech Group plcArcontech (AIM:ARC) – The Micro Cap Market Data Provider Sitting on 71% Cash (Quick Pitch)-20 Jun 2026
R.E.A. Holdings plcThe Palm Oil Panic: Why MP Evans & AEP Crashed and What the Market Missed-28 May 2026
AEP Plantations PlcThe Palm Oil Panic: Why MP Evans & AEP Crashed and What the Market Missed-28 May 2026
M.P. Evans Group PLCThe Palm Oil Panic: Why MP Evans & AEP Crashed and What the Market Missed-28 May 2026
Science Group plcA Quiet UK Compounder Buying Back Stock at 6x EBIT-26 Apr 2026
FW Thorpe PlcH1 2026 Updates: Tristel and FW Thorpe-10 Mar 2026
Tristel plcH1 2026 Updates: Tristel and FW Thorpe-10 Mar 2026
Ituran Location and Control Ltd.90% Recurring Revenue and Strong Cashflows — Crime Really Can Pay-3 Feb 2026