Deep-Value Stocks

Deep-Value Stocks

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Deep-value case-studies

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.
20% ROI Without a Catalyst...
A story about how to manage portfolio turnover and optimise deep-value returns.
Lessons From a French Cigar-Butt
An insight into the fine line between value-trap and cigar-butt opportunity.
A Healthy, UK-Listed Business Priced At 1x FCF
There is also 600% upside to liquidation value at today's price.
A SaaS Value Trap With 200% Profit Growth...
This little rocket ship won't be visiting the moon anytime soon.
Deep-value or value-trap? You decide
0.3 TBV Ratio, 1.2x earnings and negative EV, but still too expensive for my liking.
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.
A US stock trading at 70% of net-cash value
It's also been FCF positive in 6 of the last 7 years.
A healthy business trading at half net-cash
This net-net trades at 46% of TBV, 1x EV/FCF and 2.1x P/FCF, and is still paying dividends.
2.5 x earnings and trading at 80% of TBV
This stock has lots of recent insider buying and has an average 5Y dividend yield of 15% (at todays price).
How to handle a melting ice cube
The story of a stock that declined in intrinsic value and what to do about it.
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