From the watchlist

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

3.8x FCF And Priced at 0.6x TBV

A growing German business priced below liquidation value.

Nov 7

An EU Net-Net Priced at 2x FCF

You just need to figure out if it's a value-trap or a growth-stock in disguise...

Nov 1

0.6x TBV With Consistently Positive-FCF

The operating business is priced at zero while being a proven cash-flow generator over decades.

Oct 26

A US Stock Trading At 4x FCF With 115% Upside

The business is priced like earnings will die when it's been FCF positive in 9 of the past 10 years.

Oct 9

Bras, Bullets, and Sanctions: The Tale of an EU Net-Net

This stock trades at 60% of tangible asset value and with a 5y FCF ratio of just 4.

Sep 9

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