European Net-Net at ~30% of Book Value, ~5 P/E, with 75% of Market Cap in Cash, Consistently Profitable For 15 Years, and No Debt (4.2% Div. Yield)| stonksvalue.substack.com
A special sit with estimated +29.4% return.| stonksvalue.substack.com
Currently my single largest portfolio position (15%)| stonksvalue.substack.com
A new liquidation idea with 30-70% upside potential, downside well-protected, and activists on board (currently, 8% of my portfolio)| stonksvalue.substack.com
A tale of a Polish net-net trading at an absurd 16.9% of book value and 40.5% of NCAV.| stonksvalue.substack.com
A closer look at the net-net trading at 47% of NCAV from The Land of Pierogis and Profitable Cigar-Butts in which I decided to invest.| stonksvalue.substack.com
A writeup on 4 ridiculously priced Polish net-nets.| stonksvalue.substack.com
Orchard Funding Group (ORCH.L) is trading for 20% of book value and ~2 P/E, based on FY 2023 results, and an 18% dividend yield.| stonksvalue.substack.com