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• Underlying Value

  Doing my best to separate the signal from the noise in the global public markets. I talk about what I own.

  10 posts · theirs

Lately

• NWF Group: An enduring, profitable consolidator and likely takeover target

  Underlying Value · 2026-07-25

• Deep Value in Oil and Gas

  Underlying Value · 2026-07-12

• An Investment in Scarce Assets

  Underlying Value · 2026-07-01

• iOCO: Deep Value with a Compounding Playbook

  Underlying Value · 2026-06-21

• Aimia (TSX: AIM): Ready for Takeoff

  Underlying Value · 2026-06-04

• High Conviction: The Iceberg

  Underlying Value · 2026-05-14

• Greenfield Discovery

  Underlying Value · 2026-05-07

• Chrysos (ASX: C79): The Cash Machine

  Underlying Value · 2026-04-20

• Pharos Energy *Exited*

  Underlying Value · 2026-04-09

• Get $1 for $.28?

  Underlying Value · 2026-03-31

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