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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
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Just A Value Investor
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A Microcap Trading at 7x Earnings with a Historically High Backlog and Half Its Market Cap in Cash
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May 2025
Stock Updates: 5 Previously Profiled Stocks
Updates on a few different stocks
May 15
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Just A Value Investor
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Stock Updates: 5 Previously Profiled Stocks
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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
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Quick Pitch: A Capital-Light Microcap Trading at 13× Earnings With a 6.5% Dividend Yield
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A Profitable, Growing U.S. Nanocap with a Fortress Balance Sheet
A company on my watchlist
Apr 3
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Just A Value Investor
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A Profitable, Growing U.S. Nanocap with a Fortress Balance Sheet
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March 2025
A Nanocap with 87% Recurring Revenue trading at 7x FCF
Quick Pitch
Mar 6
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Just A Value Investor
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A Nanocap with 87% Recurring Revenue trading at 7x FCF
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February 2025
A to Z on the AIM Exchange Part 1
A bunch of interesting microcaps
Feb 17
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Just A Value Investor
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A to Z on the AIM Exchange Part 1
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January 2025
A Microcap with 99% Recurring Revenue
A high quality company trading at 5.5x EV/EBITDA
Jan 22
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Just A Value Investor
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A Microcap with 99% Recurring Revenue
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4
December 2024
A Special Situation with a 35% IRR
A High Margin, Recurring Revenue Business with Acquisition Upside
Dec 25, 2024
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Just A Value Investor
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A Special Situation with a 35% IRR
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8
A Few More Value Investment Ideas
A bunch of cheap companies
Dec 4, 2024
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Just A Value Investor
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A Few More Value Investment Ideas
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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
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Just A Value Investor
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A Nanocap REIT trading at 0.37x P/B with a 8.4% Dividend Yield
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October 2024
Athens International Airport- A True Monopoly
A monopoly trading at 8x FCF
Oct 28, 2024
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Just A Value Investor
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Athens International Airport- A True Monopoly
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September 2024
A Few Value Investment Ideas
A odd-lot offer, a overcapitalized bank, and a cheap REIT
Sep 23, 2024
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Just A Value Investor
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A Few Value Investment Ideas
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