Deep-value case-studies

20% ROI Without a Catalyst...

A story about how to manage portfolio turnover and optimise deep-value returns.

Oct 20

Lessons From a French Cigar-Butt

An insight into the fine line between value-trap and cigar-butt opportunity.

Oct 14

A SaaS Value Trap With 200% Profit Growth...

This little rocket ship won't be visiting the moon anytime soon.

Sep 23

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

How to handle a melting ice cube

The story of a stock that declined in intrinsic value and what to do about it.

Apr 8

A World-Famous Brand Priced Below Its Cash-Value

This is a story about how the most profitable mispricing's sometimes occur.

Mar 26

Pay for the Cash, Get the $2 Billion Mine for Free

A classic deep-value asset-play case study.

Feb 26

When a Cheap Stock Morphs into a Growth Stock

This investment yielded 100% in a year.

Feb 9

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