Deep-Value Stocks

Deep-Value Stocks

Home
Notes
Research Platform
Follow on X
Archive
About

Deep-value case-studies

A Dominant US Business for 2.5x FCF?
And a case study in how to value quality businesses through an owners lens.
A Net-Net With a Catalyst
The stock is trading at 0.5x TBV with an 8x P/FCF ratio and a negative EV.
My Favourite Deep-Value Stock (2025)
It's a cannibal cash machine, eating its own shares and paying dividends while trading with an EV/FCF ratio of 5.
A Quality Business Trading at 0.8x EV/FCF
It also pays consistent dividends while trading at liquidation value with a P/5Y FCF ratio of just 3.
1.4x FCF And Trading at 60% of TBV
This is also a high-quality business with a 5Y dividend yield of almost 40%.
20% ROI Without a Catalyst...
A story about how to manage portfolio turnover and optimise deep-value returns.
A $435m Business Priced At 1x FCF
It's also trading at 0.3 TBV, still paying dividends, and is over 100 years old.
A UK Cash-Cow Trading At 3X FCF
Plus a decade of positive FCF and 70% upside to its fair-value (which is increasing YoY).
A Healthy, UK-Listed Business Priced At 1x FCF
There is also 600% upside to liquidation value at today's price.
A Cash-Machine Priced Below Scrap Value
A business priced at 1x earnings with a very strange back story.
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.
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.
© 2026 Mr Deep-Value · Privacy ∙ Terms ∙ Collection notice
Start your SubstackGet the app
Substack is the home for great culture