# fcf (blogs) — RSS Amplifier Recent posts from the 6 feeds in the RSS Amplifier directory that cover fcf. Page: Feed: --- ## [3 Quality European Compounders by The Dutch Investors](https://www.hiddengemsinvesting.com/p/3-quality-european-compounders-by) _2026-08-18 · Chris Waller · Hidden Gems Investing_ A quick pitch of three stocks we believe are high-quality and deserve more praise. ## [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. ## [Caterpillar – When a Cyclical Stops Trading Like One](https://rijnberkinvestinsights.substack.com/p/caterpillar-when-a-cyclical-stops) _2026-08-15 · Daan | InvestInsights · Rijnberk InvestInsights_ Following a blowout Q2, CAT has never looked stronger. At the same time, the valuation has never left less room for error. ## [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 $485/month, and never felt richer… ## [MercadoLibre – The Market is Short-Sighted. That’s the Opportunity.](https://rijnberkinvestinsights.substack.com/p/mercadolibre-the-market-is-short) _2026-08-12 · Daan | InvestInsights · Rijnberk InvestInsights_ The market is fixated on misplaced credit concerns and near-term profits, mispricing an obvious multi-decade compounder. I am a buyer! ## [A cheap tech duopoly posts +333% growth: Seeing Machines FY26 and CEO call](https://smallcaptreasures.substack.com/p/a-cheap-tech-duopoly-posts-333-growth) _2026-08-12 · Hugo Navarro · Undervalued and undercovered_ Seeing Machines just delivered a very good print, outperforming my expectations on volume. ## [7x P/E, 10% Growth, Big Buyback | Deep Dive](https://www.hiddengemsinvesting.com/p/7x-pe-10-growth-big-buyback-deep) _2026-08-11 · Chris Waller · Hidden Gems Investing_ An industry leader with excellent management and net cash ## [Alliance Aviation ($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. ## [Uber – A Terrific Business But a Terrible Stock](https://rijnberkinvestinsights.substack.com/p/uber-a-terrific-business-but-a-terrible) _2026-08-08 · Daan | InvestInsights · Rijnberk InvestInsights_ Q2 proved the business is thriving, but misplaced AV disruption fears leave Uber trading at a valuation that makes no sense. ## [Hire AI-Powered Professionals (Sponsored)](https://crawlproof.com/a/ZAviVBBDBMGy) _2026-08-08 · **Sponsored**_ Browse public gigs, message candidates, and run video interviews — free to start. ## [Schneider Electric - A Multi-Decade Compounder in the Making](https://rijnberkinvestinsights.substack.com/p/schneider-electric-a-multi-decade) _2026-08-06 · Daan | InvestInsights · Rijnberk InvestInsights_ An Industrial giant positioned at the intersection of AI, electrification, and automation, now growing double digits with record FCF! ## [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. ## [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 commodity business with not-so-commodity dynamics at 4× EV/FCF](https://moderninvesting.substack.com/p/a-commodity-business-with-not-so) _2026-08-05 · Modern Investing · THE MODERN INVESTING NEWSLETTER_ A hidden asset, net cash, and share buybacks… ## [My Portfolio Details & Price Targets on 58+ Stocks — The Updated Hub is Now Live!](https://rijnberkinvestinsights.substack.com/p/my-portfolio-details-and-price-targets) _2026-08-05 · Daan | InvestInsights · Rijnberk InvestInsights_ My portfolio allocation, portfolio exposure, trade log, long-term performance, and now the full Rating / Price Target sheet all in one interactive, web-based platform! ## [Watches of Switzerland's Investor Day (WOSG), Earnings at Judges Scientific (JDG) and Douglas Dynamics (PLOW)](https://www.hiddengemsinvesting.com/p/wosg-jdg-plow-earnings-august-2026) _2026-08-04 · Chris Waller · Hidden Gems Investing_ Three WOSG segments that investors underappreciate ## [30%+ Growth, Rule of 40, an ROIC of 51% - This is Still My Top Pick in Semiconductors](https://rijnberkinvestinsights.substack.com/p/30-growth-rule-of-40-an-roic-of-51) _2026-08-04 · Daan | InvestInsights · Rijnberk InvestInsights_ This stock is clearly not talked about enough, as it just proved once more why it's one of my core positions! ## [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. ## [SAP SE – The AI Threat is Real, But Misunderstood](https://rijnberkinvestinsights.substack.com/p/sap-se-the-ai-threat-is-real-but) _2026-08-01 · Daan | InvestInsights · Rijnberk InvestInsights_ A Q2 Review, a breakdown of the AI threat, and a thesis update! ## [Build with the cheapest GPUs (Sponsored)](https://crawlproof.com/a/wLiCZbL1NxuR) _2026-08-01 · **Sponsored**_ Deployed a live API in minutes; one user spent under $10. ## [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. ## [Abbott – Q2 Proved the Discount Won't Last](https://rijnberkinvestinsights.substack.com/p/abbott-q2-proved-the-discount-wont) _2026-07-30 · Daan | InvestInsights · Rijnberk InvestInsights_ A Q2 Review and Thesis Update ## [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. ## [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. ## [🚨 Trade Alert - Adding to a few positions on Weakness](https://rijnberkinvestinsights.substack.com/p/trade-alert-adding-to-a-few-positions) _2026-07-26 · Daan | InvestInsights · Rijnberk InvestInsights_ Here are the details! ## [ServiceNow – The Market Is Selling a Narrative, The Numbers Tell a Different Story](https://rijnberkinvestinsights.substack.com/p/servicenow-the-market-is-selling) _2026-07-25 · Daan | InvestInsights · Rijnberk InvestInsights_ Q2 results confirm this isn’t a business being disrupted by AI, but one benefiting from it – the numbers don’t lie. ## [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. ## [Code Faster with Clear Tutorials (Sponsored)](https://crawlproof.com/a/04eEiekbeuQH) _2026-07-23 · **Sponsored**_ Short, step-by-step coding videos you can follow along ## [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 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 ## [Jet2 Earnings and easyJet's Takeover (JET2); Concerns at TerraVest (TVK.TO)](https://www.hiddengemsinvesting.com/p/jet2-earnings-easyjet-takeover-terravest-investigation) _2026-07-14 · Chris Waller · Hidden Gems Investing_ Why Apollo's easyJet deal shows how cheap Jet2 is ## [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. ## [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. ## [H1 Update: The Widow-Maker Strikes Again](https://moderninvesting.substack.com/p/h1-update-the-widow-maker-strikes) _2026-06-30 · Modern Investing · THE MODERN INVESTING NEWSLETTER_ A portfolio update, the oil thesis, and lessons from a turbulent first half ## [3x EV/FCF, Net Cash, Insider Buying, Big Buyback | Deep Dive](https://www.hiddengemsinvesting.com/p/3x-evfcf-net-cash-insider-buying) _2026-06-23 · Chris Waller · Hidden Gems Investing_ A family business being transformed by its first professional CEO ## [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. ## [Watches of Switzerland (WOSG), TerraVest (TVK) & ContextLogic (LOGC): Earnings Updates](https://www.hiddengemsinvesting.com/p/wosg-tvk-logc-earnings-may-2026) _2026-06-02 · Chris Waller · Hidden Gems Investing_ WOSG still 13x FCF after an 85% run; TVK fuelled by data centers; LOGC's Chairman buys $5.2mm. ## [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. ## [The UK Brick Industry Could Be One of the Most Mispriced Cyclical Setups in Europe](https://moderninvesting.substack.com/p/the-uk-brick-industry-could-be-one) _2026-05-28 · Modern Investing · THE MODERN INVESTING NEWSLETTER_ An overlooked oligopoly at cycle lows with attractive dividends & buybacks ## [Seaport Entertainment (SEG): Four Catalysts Begin in August 2026](https://www.hiddengemsinvesting.com/p/seaport-entertainment-seg-catalysts-august-2026) _2026-05-26 · Chris Waller · Hidden Gems Investing_ Turning Property EBITDA positive ## [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. ## [Malone U-Turns on Liberty Latin America | GLIBK](https://www.hiddengemsinvesting.com/p/gci-liberty-glibk-malone-u-turns-on-lla) _2026-05-14 · Chris Waller · Hidden Gems Investing_ Why I think Malone was trying to buy more GCI, not exit LLA