From the watchlist

A Growing US Business for 1x FCF

A capital-light platform generating $100m FCF, trading at 1x EV/FCF, with zero debt and active buybacks.

Apr 13

A Japanese Micro-Cap for 3x FCF

This is a highly attractive set-up for an activist investor.

Apr 10

A Growing UK Business for 4x FCF

Revenues have increased 320% in 6 years and it has a ROE of 30%.

Apr 7

A Special-Situation With an Active Catalyst

Also includes a fortress balance sheet with hidden assets worth 2x the market cap.

Apr 4

A Japanese Nano-Cap for 3x FCF

The attractive business model and ownership structure is also appealing to activists.

Apr 1

A Rapidly Growing UK Business for 3x FCF

It's also paying out a 15% shareholder yield while we wait for the rerating.

Mar 27

A UK Nano-Cap With a 12% Shareholder Yield

Also offers a durable business-model and a fortress-like balance sheet for 5x FCF.

Mar 24

0.3x TBV, 2.2x FCF and a 13% Shareholder Yield

A healthy business that looks dirt-cheap from every possible angle.

Mar 21

A Japanese Net-Net With a Negative EV

The business is also paying dividends and growing its order book.

Mar 17

An Iconic US Brand for 3.5x FCF

It's also trading at 0.8 x TBV, holds net-cash and has just radically improved its cash-engine.

Mar 14

A UK Listed Market-Leader for 0.9x TBV

Also includes hidden assets worth 50% of the current market cap.

Mar 11

A Healthy Swiss Cash-Machine for 3x FCF

The 5Y average shareholder yield of 26% illustrates the earnings potential.

Mar 8

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