My guest on the show today is Gwen Hofmeyr, Founder and Senior Analyst at Maiden Financial. In this episode, Gwen walks us through her unique research methodology — which she refers to as “financial archaeology.” This is a process built around extremely deep, original investigative work designed to uncover uncommon information — insights that simply aren’t available in typical company reports or mainstream research.
We discuss how Gwen routinely spends 200 to 600 hours analyzing a single company, validating market share by breaking down thousands of individual products, and constructing an understanding of a business that is entirely independent of management narrative and sell-side opinion. We also talk about how this approach leads to owner-level conviction, and why that conviction matters so much in the microcap universe, where volatility is high and broad consensus is often absent.
Gwen also shares why some of the most compelling opportunities she’s finding today are in Europe, particularly in industrial and lagging-edge technology companies, and how AI is actually increasing the value of deep human research — not replacing it.
For more information about Maiden Financial, please visit: https://www.maidenfinancial.io/
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