Mr Deep-Value's Substack
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P/FCF ratio 1.6 AND TBV ratio of 0.28
One of the best examples of a business that's cheap to BOTH assets and earnings I've ever seen...
Jun 30
2
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P/FCF ratio 1.6 AND TBV ratio of 0.28
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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.
Jun 16
4
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Negative enterprise value with positive FCF for 18 years
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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.
Jun 9
1
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0.5x EV/FCF, and still paying dividends
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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
2
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Mr Deep-Value's Substack
A US stock trading at 70% of net-cash value
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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
4
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A healthy business trading at half net-cash
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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
8
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The curious case of Japanese net-nets
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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
5
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Mr Deep-Value's Substack
2.5 x earnings and trading at 80% of TBV
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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
4
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Mr Deep-Value's Substack
How to handle a melting ice cube
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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
4
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Mr Deep-Value's Substack
Buy the real-estate, get a £200m business for free
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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
22
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Mr Deep-Value's Substack
A world-famous brand priced below its cash-value
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2
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
4
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A 31% annual dividend yield since 2017
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My Deep-Value Strategy Revealed
This is the story behind my businesslike deep-value investing approach.
Mar 11
15
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Mr Deep-Value's Substack
My Deep-Value Strategy Revealed
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