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A Global Market-Leader for 4.7x FCF
It's also growing while pivoting its business model towards sticky, recurring revenues.
Apr 19
5
1
A Growing, Capital-Light Business for 4x FCF
A net-cash business with rising cash flows, priced as if it will stop earning within five years.
Apr 16
4
1
A Growing US Business for 1x FCF
A capital-light platform generating $100m FCF, trading at 1x EV/FCF, with zero debt and active buybacks.
Apr 13
7
1
A Japanese Micro-Cap for 3x FCF
This is a highly attractive set-up for an activist investor.
Apr 10
9
1
A Growing UK Business for 4x FCF
Revenues have increased 320% in 6 years and it has a ROE of 30%.
Apr 7
7
2
A Special-Situation With an Active Catalyst
Also includes a fortress balance sheet with hidden assets worth 2x the market cap.
Apr 4
10
3
A Japanese Nano-Cap for 3x FCF
The attractive business model and ownership structure is also appealing to activists.
Apr 1
16
5
March 2026
A Rapidly Growing UK Business for 3x FCF
It's also paying out a 15% shareholder yield while we wait for the rerating.
Mar 27
9
6
A UK Nano-Cap With a 12% Shareholder Yield
Also offers a durable business-model and a fortress-like balance sheet for 5x FCF.
Mar 24
22
5
0.3x TBV, 2.2x FCF and a 13% Shareholder Yield
A healthy business that looks dirt-cheap from every possible angle.
Mar 21
8
3
A Japanese Net-Net With a Negative EV
The business is also paying dividends and growing its order book.
Mar 17
19
4
An Iconic US Brand for 3.5x FCF
It's also trading at 0.8 x TBV, holds net-cash and has just radically improved its cash-engine.
Mar 14
14
4
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