Mr Deep-Value
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Bras, Bullets, and Sanctions: The Tale of an EU Net-Net
This stock trades at 60% of tangible asset value and with a 5y FCF ratio of just 4.
9 hrs ago
2
How to Invest Like Peter Cundill in 2025
A super investor that became a centimillionaire from deep-value investing.
Sep 5
3
A low-risk, US net-net with consistent FCF
An opportunity to buy dollars for cents while getting a cash-flowing business thrown in for free.
Sep 3
9
7
August 2025
Deep-value or value-trap? You decide
0.3 TBV Ratio, 1.2x earnings and negative EV, but still too expensive for my liking.
Aug 29
19
Ben Graham’s ‘Enterprising’ Strategy Explained
An alternative strategy to his famous net-net approach for those wanting to be more active...
Aug 26
5
A Cash-Machine Priced Below Scrap Value
A business priced at 1x earnings with a very strange back story.
Aug 22
5
4
Performance Update: H1 2025
I also explain my 'Moneyball' approach to deep-value portfolio management.
Aug 15
5
4
How to invest like Walter Schloss in 2025
How average investors can beat the market over long periods with simple concepts that have been proven over decades.
Aug 11
30
July 2025
A UK stock trading at 30% of its fair value
This stock currently trades at 0.7 x EV/FCF, 2.4x P/FCF and 1.1x TBV.
Jul 25
1
June 2025
P/FCF ratio 1.6 AND TBV ratio of 0.28
One of the best examples of a business that's cheap to BOTH assets and earnings I've ever seen...
Jun 30
2
2
Negative enterprise value with positive FCF for 18 years
You get paid to buy a business that has been churning out cash for almost two decades.
Jun 16
4
0.5x EV/FCF, and still paying dividends
This stock has an average dividend yield of over 16% over the last 18 years, at todays price.
Jun 9
1
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