Archive - Deep-Value Stocks

SPACs, Lies, and Lawsuits: A US Growth Story

And a business trading at 0.7 TBV and 5x FCF

Dec 13

A Growing Business Priced Below Liquidation Value

Plus a $70M operating business and $19M in net-cash thrown in for free.

Dec 10

A Japanese Cigar-Butt for 2X FCF

Trading at liquidation value while its operating business prints money ever year.

Dec 7

A US Net-Net Priced at 1x FCF

The operating business is still profitable (TTM) and you get the net-cash at a 29% discount.

Dec 4

A Nano-Cap Cash Machine at 4.5x FCF

It also has a 13% dividend yield at todays price (5Y average).

Dec 1

November 2025

0.5x TBV and Increasing Dividends 32% pa

Also trading at 3x FCF with hidden assets alone worth the market cap.

Nov 28

A French Net-Net Trading at 4x FCF

It's a market leading brand with consistent free cash flow over the last decade.

Nov 25

A $300m US Operating Business for Free

The operating cash flow is positive and it's currently priced below TBV.

Nov 22

Cheap Stock or Deep-Value Mirage?

A classic tale of a cash-rich, high-quality business that's not all it seems.

Nov 19

A Growing Market-Leader Priced at 3.8x FCF

Also buying back stock and holding more cash than market cap.

Nov 16

A Boring Business Paying 15% Dividends

Also trading at liquidation value and just 5x the 5Y average FCF.

Nov 13

A Net-Net With a Catalyst

The stock is trading at 0.5x TBV with an 8x P/FCF ratio and a negative EV.

Nov 10

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