Cheap Stock or Deep-Value Mirage?
Published on: 19/11/2025
Subscribe now Deep-value investing follows a simple-sounding premise: We (try to) buy businesses at prices far below what they are really worth to any rational,...
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A Net-Net With a Catalyst
Published on: 10/11/2025
Subscribe now My favourite investor of all time is Walter Schloss. The guy personified the deep-value approach and demonstrates how any normally intelligent, ri...
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3.8x FCF And Priced at 0.6x TBV
Published on: 07/11/2025
Subscribe now When you operate through the lens of a private business owner, things become much simpler. I could never buy a ‘tech stock’ with a 40x...
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Is the Precious Metals Pullback Over?
Published on: 03/11/2025
Over the past couple of weeks, we've been writing updates tracking the routine and healthy pullback in precious metals and mining stocks to determine wheth...
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