Deep-Value Stocks

Deep-Value Stocks

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From the portfolio

A Special-Situation With an Active Catalyst
Also includes a fortress balance sheet with hidden assets worth 2x the market cap.
A Rapidly Growing UK Business for 3x FCF
It's also paying out a 15% shareholder yield while we wait for the rerating.
A Healthy Net-Net for 3.9x FCF
FCF was also higher last year than the 5-year average with consistent 24% margins.
A Global Market-Leader Priced at 1.5 TTM FCF
It's also a net-net trading at less than half its liquidation value.
A Growing Market-Leader Priced at 3.8x FCF
Also buying back stock and holding more cash than market cap.
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 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 £300m Business Trading at 2.6x FCF
This UK listed stock stock also has a TBV ratio of 0.6 and a lean, efficient business model.
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.
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...
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.
A 31% annual dividend yield since 2017
This little cash machine has been FCF positive since 2006, has recent insider buying and an estimated upside of 150%+ to fair value.
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