Mr Deep-Value's Substack

Mr Deep-Value's Substack

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Negative enterprise value with positive FCF for 18 years
You get paid to buy a business that has been churning out cash for almost two decades.
0.5x EV/FCF, and still paying dividends
This stock has an average dividend yield of over 16% over the last 18 years, at todays price.
A US stock trading at 70% of net-cash value
It's also been FCF positive in 6 of the last 7 years.
4
A healthy business trading at half net-cash
This net-net trades at 46% of TBV, 1x EV/FCF and 2.1x P/FCF, and is still paying dividends.
2
The curious case of Japanese net-nets
How you can avoid value traps and beat the market with deep-value investing.
2
2.5 x earnings and trading at 80% of TBV
This stock has lots of recent insider buying and has an average 5Y dividend yield of 15% (at todays price).
2
How to handle a melting ice cube
The story of a stock that declined in intrinsic value and what to do about it.
Mr Deep-Value's Substack
Mr Deep-Value's Substack
Actionable case-studies, research and insights on deep-value stocks.
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Mr Deep-Value's Substack

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