Archive - Deep-Value Stocks

The Curious Case of UK Housebuilders

And why I'm buying them.

Jul 30

A Mission-Critical UK Business for 5x FCF

Also includes double digit growth and a 3.3% SH yield.

Jul 27

A 110 Year-Old Business for 3x FCF

Also trading at 0.6x TBV with a growing dividend.

Jul 23

A Stable Cash-Cow for 0.6x TBV

Also includes a negative EV and a 5% SH yield.

Jul 20

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

A Japanese Net-Net for 2x FCF

Also includes a 6% dividend yield while we hold the stock.

Jul 13

70% Recurring-Revenues for 5.8x FCF

Also includes a 9% SH Yield while we wait for the re-rating.

Jul 9

Mission-Critical Japanese Business for 0.1x FCF

Also includes a brand new, capex-light AI business for free.

Jul 6

A Japanese Cigar-Butt for 0.7x TBV

Also trading at just 6.7x FCF with an exceptionally durable business.

Jul 2

June 2026

A 70-Year-Old US Business for 0.6x TBV

Also trading at 5.8x FCF with an activist friendly ownership structure.

Jun 29

A Japanese Cash-Machine for 4.2x FCF

Includes a management team returning capital to shareholders.

Jun 25

A Durable Business for 3.3x FCF

Also includes an average SH yield of 8% and a large free-float.

Jun 22

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