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Intrinsic Business Value Blog

Investment Ideas, Research and Analysis. Independent, objective perspectives in an ever-spinning world.

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Dormant Last read · last published · next check
Read 2 days ago and current, but nothing has been published for 5 years.

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Special Post: $GMER

Unassuming NanoCap Reveals Strong Flywheel and Explosive Potential

High Quality $10BN+ Oligopoly Set to Climb 50%+

Impressive growth, cash flow and share shrink.

Actionable FoodTech MicroCap Idea

Upside of 100% over the next 12-18 months and 10x over five years.

How to Gauge Whether Inflation is Transitory

Watch two primary barometers.

Why Supply Chains May Remain Stretched

Poor global reopening coordination may drive persisting challenges.

Why Real Estate Inventories May Remain Tight

"Mobility", or lack thereof, is a primary driver.

IBV Spinoff 30 - 2Q21

Spinoff stocks of interest.

IBV Activist 50 - 2Q21

Stocks owned by activist investors that may provide an event-driven opportunity.

IBV CORE 100 - 2Q21

Businesses with durable competitive advantages and talented management teams.

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