An Expanding Japanese Business for 5.5x FCF
Also trading below TBV with a 4% shareholder yield while we hold the stock.
Deep-Value Stocks
Actionable case-studies, research and insights on deep-value stocks.
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An €11m German Nano-Cap For Free
A business priced below TBV and with a negative EV.
A Durable Business for 5x FCF and 0.65x TBV
Also includes an activist-friendly free-float and a 5% shareholder yield.
The Curious Case of UK Housebuilders
And why I'm buying them.
A Mission-Critical UK Business for 5x FCF
Also includes double digit growth and a 3.3% SH yield.
A 110 Year-Old Business for 3x FCF
Also trading at 0.6x TBV with a growing dividend.
A Stable Cash-Cow for 0.6x TBV
Also includes a negative EV and a 5% SH yield.
A Durable Business for 0.7x TBV and 3.9x FCF
Also includes a 9% SH Yield and an activist investor already present.
A Japanese Net-Net for 2x FCF
Also includes a 6% dividend yield while we hold the stock.
70% Recurring-Revenues for 5.8x FCF
Also includes a 9% SH Yield while we wait for the re-rating.