Just A Value Investor

A High-Quality Microcap with 80% Recurring Revenue at 12x EV/FCF

I rarely pay up for a company, but for my first write-up of 2026 I’m willing to do so.

Jan 20 • Just A Value Investor

7

A Nanocap Trading at 5x Earnings While Buying Back Stock

Global Testing Corporation Limited - $AYN.SI

Jan 1 • Just A Value Investor

21

2

December 2025

A Spin Off with 90% Revenue Growth at 11x Earnings

A Spin Off with 90% Revenue Growth trading at 11x Earnings

Dec 10, 2025

5

2

November 2025

5 Micro Cap Quick Pitches

5 Cheap Stocks

Nov 14, 2025 • Just A Value Investor

12

6

October 2025

A Toll Road Business Trading at 8x Earnings

A High Quality Business Trading at a Low Multiple

Oct 29, 2025 • Just A Value Investor

10

3

September 2025

A Nanocap trading at 5x EV/FCF and is Buying Back Stock

And a extra nanocap that trades at 5.5x earnings that's also buying back stock

Sep 26, 2025 • Just A Value Investor

25

4

A Microcap with 48% Market Share and a Update for the Substack

Before getting into the pitch I have an update for the Substack.

Sep 19, 2025 • Just A Value Investor

51

4

9

June 2025

A Microcap Trading at 7x Earnings with a Historically High Backlog and Half Its Market Cap in Cash

Won their largest contract ever 2 weeks ago

Jun 12, 2025 • Just A Value Investor

32

9

4

May 2025

Stock Updates: 5 Previously Profiled Stocks

Updates on a few different stocks

May 15, 2025 • Just A Value Investor

22

6

4

April 2025

Quick Pitch: A Capital-Light Microcap Trading at 13× Earnings With a 6.5% Dividend Yield

With a SaaS business growing at a 33% CAGR

Apr 29, 2025 • Just A Value Investor

38

4

6

A Profitable, Growing U.S. Nanocap with a Fortress Balance Sheet

A company on my watchlist

Apr 3, 2025 • Just A Value Investor

32

2

3

March 2025

A Nanocap with 87% Recurring Revenue trading at 7x FCF

Quick Pitch

Mar 6, 2025 • Just A Value Investor

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9

7