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A Healthy Cash-Machine for 4.5x FCF
Also trades at TBV and includes an 8% dividend yield...
Jun 18
6
A €45m Business for 4x FCF and 0.6x TBV
Also includes a large free-float and €178.5m of tax-free revenue.
Jun 15
8
3
A World-Famous Brand for 5x FCF
Also includes a 17.8% SH Yield and hidden assets worth today’s market cap alone.
Jun 11
12
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A World-Famous Brand Priced Below Its Cash-Value
Mar 26, 2025
72
2
20
A Boring Business Paying 15% Dividends
Nov 13, 2025
48
2
18
An Iconic US Brand for 3.5x FCF
Mar 14
19
8
My Deep-Value Strategy Revealed
Mar 11, 2025
76
2
22
A Japanese Nano-Cap for 3x FCF
Apr 1
16
10
Buy The Assets, Get a $55B Business Free
Jan 11
18
1
16
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Why I'm Not Buying AI Stocks
And how to make money when mania grips the world.
Jun 8
13
3
A Growing Japanese Business for 3.7x FCF
Also trading at 0.6x TBV with hidden assets and a SH yield of 3%.
Jun 4
8
2
A Japanese Cigar-Butt for 0.5x TBV
Also includes a 17% FCF yield, and a 5% shareholder yield while we hold the stock.
Jun 1
8
3
A Durable Business for 6.5x FCF
Priced like a value trap despite having a shareholder structure open to activists.
May 28
5
4
A Dominant US Business for 2.5x FCF?
And a case study in how to value quality businesses through an owners lens.
May 25
13
4
6
Insiders Buying at 5x FCF and 0.6 TBV
Also includes a fortress balance sheet and highly rational capital allocation.
May 22
12
6
Special-Situation With Active Catalysts
Includes a live takeover offer at roughly 2x the current share price.
May 19
9
2
6
A UK Business With 99% ARR for 3x FCF
Also includes 73% gross margins, 96% retention rates, and 50% renewal expansions.
May 16
13
9
10% Dividend Yield & 4.8x FCF
With 44% of the market cap in cash and a highly cash-generative operating business.
May 13
12
7
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