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Pay $18m For $55m of Assets and Brands
The operating business also trades at just 6x FCF.
Sep 14
8
4
Hidden Property Worth 3x the EV
And an operating business trading at 3x FCF.
Sep 7
9
1
A Durable Business for 3.57x FCF
Includes buildings worth more than the market cap alone.
Aug 31
8
2
2
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A World-Famous Brand Priced Below Its Cash-Value
Mar 26, 2025
87
2
25
My Deep-Value Strategy Revealed
Mar 11, 2025
104
2
30
An €11m German Nano-Cap For Free
Aug 6
20
6
A US Net-Net Business for 5x FCF
Aug 24
16
4
4
A Boring Business Paying 15% Dividends
Nov 13, 2025
48
2
20
The Curious Case of UK Housebuilders
Jul 30
41
3
12
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A US Net-Net Business for 5x FCF
A thought experiment in how to value a business in real-life.
Aug 24
16
4
4
An Expanding Japanese Business for 5.5x FCF
Also trading below TBV with a 4% shareholder yield while we hold the stock.
Aug 17
8
2
An €11m German Nano-Cap For Free
A business priced below TBV and with a negative EV.
Aug 6
20
6
A Durable Business for 5x FCF and 0.65x TBV
Also includes an activist-friendly free-float and a 5% shareholder yield.
Aug 3
13
1
The Curious Case of UK Housebuilders
And why I'm buying them.
Jul 30
41
3
12
A Mission-Critical UK Business for 5x FCF
Also includes double digit growth and a 3.3% SH yield.
Jul 27
7
2
6
A 110 Year-Old Business for 3x FCF
Also trading at 0.6x TBV with a growing dividend.
Jul 23
10
4
A Stable Cash-Cow for 0.6x TBV
Also includes a negative EV and a 5% SH yield.
Jul 20
15
2
A Durable Business for 0.7x TBV and 3.9x FCF
Also includes a 9% SH Yield and an activist investor already present.
Jul 16
12
2
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