# 5x — RSS Amplifier Recent posts from the 8 feeds in the RSS Amplifier directory that cover 5x. Page: Feed: --- ## [Everybody's Supplier. Nobody Knows.](https://guardianresearch.substack.com/p/everybodys-supplier-nobody-knows) _2026-08-18 · Guardian Research · Guardian Research_ A small-cap US defense manufacturer just lost a fifth of its value on a charge that cost the company nothing. Almost nobody owns it. I do. ## [Seeing Machines CEO Paul McGlone on what comes after the GSR ramp](https://smallcaptreasures.substack.com/p/seeing-machines-ceo-paul-mcglone) _2026-08-17 · Hugo Navarro · Undervalued and undercovered_ High double-digit growth for the market leader in driver monitoring ## [An Expanding Japanese Business for 5.5x FCF](https://www.mrdeepvalue.com/p/lh) _2026-08-17 · Mr Deep-Value · Deep-Value Stocks_ Also trading below TBV with a 4% shareholder yield while we hold the stock. ## [MegaChips Corp (TYO 6875): Trades at ¥11,250 but Gets You ¥19,842 of After-Tax SiTime (SITM) Value + NCAV and Is Buying Back Stock](https://altaycap.substack.com/p/megachips-corp-tyo-6875-trades-at) _2026-08-16 · AltayCap · Altay Capital - Mostly Value Investing_ The operating business, a fabless semiconductor company that designs and sells custom ASICs, is also capital light and worth something, but we're rounding that down to zero. ## [One Man's Story: Capping IRA Balances](https://dirtcheapstocks.substack.com/p/one-mans-story-capping-ira-balances) _2026-08-12 · Dirtcheapstocks · Dirtcheapstocks Substack_ I grew up making $6/hour working on a farm. I went to crappy public schools in a rural part of Appalachia. Then I went to a university with a 99% acceptance rate. I was proud to be in college at all. I didn’t know how far behind the curve I was. After I graduated, my starting salary as an accountant was $48,000. I rented an apartment on the wrong side of town for $485/month, and never felt richer… ## [A cheap tech duopoly posts +333% growth: Seeing Machines FY26 and CEO call](https://smallcaptreasures.substack.com/p/a-cheap-tech-duopoly-posts-333-growth) _2026-08-12 · Hugo Navarro · Undervalued and undercovered_ Seeing Machines just delivered a very good print, outperforming my expectations on volume. ## [Alliance Aviation ($AQZ): 3x Earnings, a Third of Tangible Book, and Sale Optionality](https://smallcaptreasures.substack.com/p/alliance-aviation-aqz-3x-earnings) _2026-08-10 · Hugo Navarro · Undervalued and undercovered_ I have been following Alliance Aviation (ASX: AQZ) for a couple of years now, I have covered it a few times but never really ended up getting into it. ## [How is a Stock That Compounded at 22% a Year Still Trading at 4.5x Earnings?](https://iggyoninvesting.substack.com/p/how-is-a-stock-that-compounded-at) _2026-08-10 · Iggy on Investing · Iggy on Investing Newsletter_ The Hidden Compounder For Sale at, 0.7x book, 4.5x PE ## [An €11m German Nano-Cap For Free](https://www.mrdeepvalue.com/p/rag) _2026-08-06 · Mr Deep-Value · Deep-Value Stocks_ A business priced below TBV and with a negative EV. ## [Negative EV, Strong Cash Flow, 95% Gross Margins](https://dirtcheapstocks.substack.com/p/negative-ev-strong-cash-flow-95-gross) _2026-08-05 · Dirtcheapstocks · Dirtcheapstocks Substack_ My name is Dirt. I write about cheap stocks. ## [Daily plans, scheduled by AI (Sponsored)](https://crawlproof.com/a/fsBNwzb8QjmP) _2026-08-05 · **Sponsored**_ AI-made daily plans that schedule tasks and protect focus time. ## [doValue an Antifragile DD grower at 5.5x FCF, Catalyst in October](https://smallcaptreasures.substack.com/p/dovalue-an-antifragile-dd-grower) _2026-08-05 · Hugo Navarro · Undervalued and undercovered_ doValue ($DOV.MI) at ~€2.42 is worth ~€460m, which is only about 5.5x an estimated ~€84m of 2026E free cash flow to the parent, a run-off multiple, even though the company should deliver DD FCF growth over the coming years. ## [A Durable Business for 5x FCF and 0.65x TBV](https://www.mrdeepvalue.com/p/nco) _2026-08-03 · Mr Deep-Value · Deep-Value Stocks_ Also includes an activist-friendly free-float and a 5% shareholder yield. ## [July Portfolio Update: Betting on Energy Volumes, Not Prices](https://smallcaptreasures.substack.com/p/july-portfolio-update-betting-on) _2026-08-01 · Hugo Navarro · Undervalued and undercovered_ July has ended, and it’s now time to make an update on everything that has happened this month: some views on the market, new ideas, reviewing and assessing conviction in the positions we hold, and taking a look at what could present interesting opportunities in the following months. ## [The Curious Case of UK Housebuilders](https://www.mrdeepvalue.com/p/uk-housebuilder-analysis) _2026-07-30 · Mr Deep-Value · Deep-Value Stocks_ And why I'm buying them. ## [The 1970s: Warren Buffett's Defining Decade](https://dirtcheapstocks.substack.com/p/the-1970s-warren-buffetts-defining) _2026-07-29 · Dirtcheapstocks · Dirtcheapstocks Substack_ It all seemed so easy when he started. Warren Buffett graduated from Columbia in 1951. He had $19,700 to his name. Over the next five years, he would compound his net worth at a rate of 55% annually . He bought things like Western Insurance at 1x earnings . He bought Greif Brothers Cooperage at 2.5x earnings . When he launched his investment partnership in 1956, he had today’s equivalent of $1.3… ## [Enterprise Group: High Double-Digit Growth at 8x EBITDA, Levered to the LNG Supercycle](https://smallcaptreasures.substack.com/p/enterprise-group-high-double-digit) _2026-07-29 · Hugo Navarro · Undervalued and undercovered_ At roughly 8 times this year’s EBITDA, with high double-digit growth returning and high insider ownership, Enterprise Group (E.TO) is one of the most misunderstood setups in Canadian energy services. ## [My Portfolio Is Up 75% YTD While the Momentum Trade Died. Here Are All 22 Positions.](https://guardianresearch.substack.com/p/my-portfolio-is-up-75-ytd-while-the) _2026-07-29 · Guardian Research · Guardian Research_ A full portfolio performance update and position-by-position breakdown. +75.39% YTD against the S&P's +9.00%. +154% over one year. ## [A Mission-Critical UK Business for 5x FCF](https://www.mrdeepvalue.com/p/mgplc) _2026-07-27 · Mr Deep-Value · Deep-Value Stocks_ Also includes double digit growth and a 3.3% SH yield. ## [Grupo San José: 1x EV/EBITDA, Double-Digit Growth, and Hidden Assets Worth as Much as Its Market Cap](https://smallcaptreasures.substack.com/p/grupo-san-jose-1x-evebitda-double) _2026-07-24 · Hugo Navarro · Undervalued and undercovered_ Grupo San José (GSJ) is the kind of setup that deep value investors dream about, a boring business with strong cash generation, negative working capital, almost all of its market cap in net cash, a 1-2x EV/EBITDA multiple and quite a lot of hidden assets on the balance sheet, including real estate and land in Latin America and a 10% stake in one of the largest residential real estate projects in… ## [Updates on a Few Ideas](https://dirtcheapstocks.substack.com/p/updates-on-a-few-ideas) _2026-07-23 · Dirtcheapstocks · Dirtcheapstocks Substack_ My name is Dirt. I write about cheap stocks. ## [AI Summaries & Audio Briefings (Sponsored)](https://crawlproof.com/a/otu80QTV5leU) _2026-07-23 · **Sponsored**_ Read AI summaries and listen to concise audio briefings for the latest stories. ## [A 110 Year-Old Business for 3x FCF](https://www.mrdeepvalue.com/p/mc1798) _2026-07-23 · Mr Deep-Value · Deep-Value Stocks_ Also trading at 0.6x TBV with a growing dividend. ## [A Stable Cash-Cow for 0.6x TBV](https://www.mrdeepvalue.com/p/ti) _2026-07-20 · Mr Deep-Value · Deep-Value Stocks_ Also includes a negative EV and a 5% SH yield. ## [Picks and shovels of offshore oil: 10-19% dividend yields, 2-3x re-rating optionality](https://smallcaptreasures.substack.com/p/picks-and-shovels-of-offshore-oil) _2026-07-20 · Hugo Navarro · Undervalued and undercovered_ I am a firm believer in the energy trade, the industry has been underinvested for the last decade. ## [The $13 Silver Developer That Doesn't Need Silver to Rise (And Doubles If It Does)](https://guardianresearch.substack.com/p/the-13-silver-developer-that-doesnt) _2026-07-18 · Guardian Research · Guardian Research_ Last month a silver company IPO’d on the NYSE, and it has already round-tripped back to its IPO price while silver corrected 20% off its June high. ## [The NPL Industry: Left for Dead, Antifragile, and Cheap. High Uncorrelated Returns?](https://smallcaptreasures.substack.com/p/the-npl-industry-left-for-dead-antifragile) _2026-07-16 · Hugo Navarro · Undervalued and undercovered_ Hidden AI efficiency play ## [A Durable Business for 0.7x TBV and 3.9x FCF](https://www.mrdeepvalue.com/p/cic) _2026-07-16 · Mr Deep-Value · Deep-Value Stocks_ Also includes a 9% SH Yield and an activist investor already present. ## [How to Buy Real Estate at a 60% Discount](https://dirtcheapstocks.substack.com/p/how-to-buy-real-estate-at-a-60-discount) _2026-07-15 · Dirtcheapstocks · Dirtcheapstocks Substack_ A Quick Story ## [A Japanese Net-Net for 2x FCF](https://www.mrdeepvalue.com/p/jc) _2026-07-13 · Mr Deep-Value · Deep-Value Stocks_ Also includes a 6% dividend yield while we hold the stock. ## [High Teens ROE, Industry Leader, Cash Rich](https://dirtcheapstocks.substack.com/p/high-teens-roe-industry-leader-cash) _2026-07-09 · Dirtcheapstocks · Dirtcheapstocks Substack_ My name is Dirt. I write about cheap stocks. ## [CareCloud: 25% FCF Yield, Reinvesting at 25–30% ROIC, the Market Is Wrong on Churn](https://smallcaptreasures.substack.com/p/carecloud-25-fcf-yield-reinvesting) _2026-07-09 · Hugo Navarro · Undervalued and undercovered_ Today we'll look again at CareCloud, one of my biggest and highest-conviction positions right now. ## [AI publishing with human taste (Sponsored)](https://crawlproof.com/a/ft31qPhZ2yHu) _2026-07-09 · **Sponsored**_ Convert AI research into blogs, podcasts, and newsletters with optional human review. ## [70% Recurring-Revenues for 5.8x FCF](https://www.mrdeepvalue.com/p/es) _2026-07-09 · Mr Deep-Value · Deep-Value Stocks_ Also includes a 9% SH Yield while we wait for the re-rating. ## [Two Near Net-Net Japanese Electrical Contractors at ~3.5x EV/EBIT with Industry Tailwinds](https://altaycap.substack.com/p/two-near-net-net-japanese-electrical) _2026-07-01 · AltayCap · Altay Capital - Mostly Value Investing_ Data center tailwinds, the Kodensha comp, and updates on a few old ideas ## [4x EV/EBIT, Buying Back Stock, Consistently Profitable](https://dirtcheapstocks.substack.com/p/4x-evebit-buying-back-stock-consistently) _2026-06-11 · Dirtcheapstocks · Dirtcheapstocks Substack_ My name is Dirt. I write about cheap stocks. ## [Three 10-Baggers Wall Street Hasn't Priced Yet](https://guardianresearch.substack.com/p/three-10-baggers-wall-street-hasnt) _2026-05-31 · Guardian Research · Guardian Research_ Plus my two biggest positions that I think do a nice 5x ## [Calling the Top](https://dirtcheapstocks.substack.com/p/calling-the-top) _2026-05-29 · Dirtcheapstocks · Dirtcheapstocks Substack_ My name is Dirt. I write about cheap stocks. ## [my highest conviction position](https://guardianresearch.substack.com/p/my-highest-conviction-position) _2026-05-21 · Guardian Research · Guardian Research_ A breakdown of my single highest conviction long, plus a 13F most people read wrong and a compounder I think doubles from here. ## [Five Setups and a Hedge](https://guardianresearch.substack.com/p/five-setups-and-a-hedge) _2026-05-16 · Guardian Research · Guardian Research_ One I'm loading up on. Two I'm scaling into. A timber name that pays me to wait for the rest. And one to watch. ## [+67% YTD & The Chat](https://guardianresearch.substack.com/p/67-ytd-and-the-chat) _2026-05-15 · Guardian Research · Guardian Research_ You’re missing the alpha ## [2 Dislocated Ideas](https://dirtcheapstocks.substack.com/p/2-dislocated-ideas) _2026-05-14 · Dirtcheapstocks · Dirtcheapstocks Substack_ 1) How to buy a basket of blue chip stocks at 64% of market value. 2) How to buy bitcoin for $11,000. ## [Takasago Tekko (5458): A Profitable ¥3.3bn Nanocap near net-net @ 7.7x ntm P/E With ¥3.8bn of Appraised Rental Real Estate and a 36,009 sqm Tokyo Factory Site Carried at ¥2m (But worth ¥8bn+)](https://altaycap.substack.com/p/takasago-tekko-5458-a-profitable) _2026-05-13 · AltayCap · Altay Capital - Mostly Value Investing_ Factory site located in prime logistics hub where a previous steel site were redeveloped into major logistics project. Land could be worth ¥16bn+. We assume ¥8bn to be conservative. ## [Decoding Success: Jeremy Raper – The Cost of Being Right \[Part 4\]](https://iggyoninvesting.substack.com/p/decoding-success-jeremy-raper-the) _2026-05-13 · Iggy on Investing Newsletter_ What happens when fundamentals meet funny money. ## [5x From Here: $ANGX](https://guardianresearch.substack.com/p/5x-from-here-angx) _2026-05-12 · Guardian Research · Guardian Research_ The non-woke Netflix at 1.6x ARR while Spotify trades at 6.5x. A director just bought $1mm in the open market. ## [Situationally Aware](https://guardianresearch.substack.com/p/situationally-aware) _2026-05-09 · Guardian Research · Guardian Research_ Three roads. Two of them end badly. ## [Two Potential Two Baggers. My Two Largest Positions.](https://guardianresearch.substack.com/p/two-potential-two-baggers-my-two) _2026-05-07 · Guardian Research · Guardian Research_ the chat saw these first. and two price targets. ## [Why I Think This Stock is Worth 3x the Current Price](https://iggyoninvesting.substack.com/p/why-i-think-this-stock-is-worth-3x) _2026-04-27 · Iggy on Investing · Iggy on Investing Newsletter_ Insperity's V shaped recovery ## [Warren Buffett Case Study - East Sullivan Mines 1962](https://dirtcheapstocks.substack.com/p/warren-buffett-case-study-east-sullivan) _2026-04-23 · Dirtcheapstocks · Dirtcheapstocks Substack_ My name is Dirt. I write about cheap stocks. ## [28th of June, Small Cap Meet-Up #3, Register Now](https://iggyoninvesting.substack.com/p/28th-of-june-small-cap-meet-up-3) _2026-04-21 · Iggy on Investing · Iggy on Investing Newsletter_ Claim Your Spot, For an Afternoon Full of Stocks. ## [Art Vivant (TYO 7523): Cheap Adjusted Net-Net at 11x PE Trading Below Failed ¥1,670 MBO Price as Activist Builds 40.13% Stake](https://altaycap.substack.com/p/art-vivant-tyo-7523-cheap-adjusted) _2026-04-20 · AltayCap · Altay Capital - Mostly Value Investing_ Trades below the failed MBO price, backed by assets, and now sitting at the center of a quiet control battle. ## [The Hormuz Speculation with a Cash Cushion](https://iggyoninvesting.substack.com/p/the-hormuz-speculation-with-a-cash) _2026-04-02 · Iggy on Investing · Iggy on Investing Newsletter_ The Free Bet on Oil Prices Hiding in Plain Sight ## [Run Claude Code with Your ChatGPT Subscription](https://prabal.ca/posts/claude-code-chatgpt-subscription/) _2026-04-01 · Prabal_ Use your existing ChatGPT Plus/Pro/Max quota to power Claude Code via LiteLLM - no separate API key needed. Now with background launchd service and silent startup.