Archive - Just A Value Investor

A Microcap with 99% Recurring Revenue

A high quality company trading at 5.5x EV/EBITDA

21 hrs ago •

Just A Value Investor

December 2024

November 2024

A Nanocap REIT trading at 0.37x P/B with a 8.4% Dividend Yield

With half the market cap in cash

Nov 26, 2024 •

Just A Value Investor

October 2024

Athens International Airport- A True Monopoly

A monopoly trading at 8x FCF

Oct 28, 2024 •

Just A Value Investor

September 2024

July 2024

A Couple Companies I'm looking at

I joined Substack in early May and have since been obsessively reading as many substacks as I can.

Jul 21, 2024 •

Just A Value Investor

June 2024

May 2024

VICI Properties Analysis

Business Overview and Investment Thesis

May 12, 2024 •

Just A Value Investor

This is Just A Value Investor .

May 12, 2024 •

Just A Value Investor

#nojs-banner { position: fixed; bottom: 0; left: 0; padding: 16px 16px 16px 32px; width: 100%; box-sizing: border-box; background: red; color: white; font-family: -apple-system, "Segoe UI", Roboto, Helvetica, Arial, sans-serif, "Apple Color Emoji", "Segoe UI Emoji", "Segoe UI Symbol"; font-size: 13px; line-height: 13px; } #nojs-banner a { color: inherit; text-decoration: underline; } This site requires JavaScript to run correctly. Please turn on JavaScript or unblock scripts