Archive - Mr Deep-Value's Substack

A UK stock trading at 30% of its fair value

This stock currently trades at 0.7 x EV/FCF, 2.4x P/FCF and 1.1x TBV.

Jul 25

June 2025

May 2025

A US stock trading at 70% of net-cash value

It's also been FCF positive in 6 of the last 7 years.

May 17

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.

May 3

April 2025

The curious case of Japanese net-nets

How you can avoid value traps and beat the market with deep-value investing.

Apr 25

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).

Apr 19

How to handle a melting ice cube

The story of a stock that declined in intrinsic value and what to do about it.

Apr 8

Buy the real-estate, get a £200m business for free

A stock that trades at 1.4x earnings, 32% of TBV and holds hidden assets worth 10x book value.

Apr 1

March 2025

A world-famous brand priced below its cash-value

This is a story about how the most profitable mispricing's sometimes occur.

Mar 26

A 31% annual dividend yield since 2017

This little cash machine has been FCF positive since 2006, has recent insider buying and an estimated upside of 150%+ to fair value.

Mar 18

#nojs-banner { position: fixed; bottom: 0; left: 0; padding: 16px 16px 16px 32px; width: 100%; box-sizing: border-box; background: red; color: white; font-family: -apple-system, "Segoe UI", Roboto, Helvetica, Arial, sans-serif, "Apple Color Emoji", "Segoe UI Emoji", "Segoe UI Symbol"; font-size: 13px; line-height: 13px; } #nojs-banner a { color: inherit; text-decoration: underline; } This site requires JavaScript to run correctly. Please turn on JavaScript or unblock scripts