About Liam
Public Markets is a premium investment newsletter dedicated to uncovering hidden opportunities in publicly traded companies that Wall Street overlooks. Our mission is to provide serious investors with deep, actionable analysis of undervalued businesses before the market catches on.
What We Do
At Public Markets, we hunt for monopolistic businesses, infrastructure plays, and overlooked market leaders trading at unreasonable discounts. We focus on opportunities where:
The story isn’t obvious - Companies buried inside conglomerates, B2B businesses nobody talks about, infrastructure that’s essential but unsexy.
The numbers tell a different story - Businesses growing 15-20% trading at industrial multiples, companies with pricing power the market doesn’t recognize.
Smart money is quietly accumulating - Institutions building positions, insiders buying, strategic buyers paying premiums.