Cashing In on the OTC
Table Trac (TBTC), a $22 million casino-software provider, trades at 4.7x EV/EBIT as maintenance revenue from 300-plus casinos compounds…
Substack
Deep Value Insights
Everything we have picked from this writer, newest first.
A cheap stock hidden on the OTC
Vaso Corporation’s $33 million market cap is 65% cash, and its GE HealthCare imaging-sales unit generates $6.6–7 million in operating…
Buybacks Below Net Cash
Angstrom Technologies trades 26% below net cash and 50% of NCAV, with no debt, 7.7x earnings and ongoing buybacks despite limited…
10 Cheap Stocks Nobody Is Looking At
Ten sub-$250 million stocks trade at low earnings and asset-value multiples, including RJD Green at 4.3x earnings and Seko at 7.5x.
How a Young Michael Burry Earned a 143.7% IRR
Michael Burry earned a 143.7% IRR on GTSI, a debt-free government IT distributor trading near $5 and roughly 4x earnings during its…
