Hugo Navarro

Hugo Navarro, an investor and author of the Undervalued and Undercovered newsletter, dives into NCR Atlas (NATL), exploring its unique positioning in the ATM space. He argues that ATMs may be misunderstood, offering significant free cash flow despite a declining cash usage debate. Hugo highlights the company's innovative ATM-as-a-service strategy, discussing its scale advantages and why banks prefer outsourcing. With insights on market competition, valuation risks, and the future of cash, this conversation sheds light on a potential hidden gem in the financial landscape.