Signals #6 — Retail Rebounds, Real Assets & Digital Yield
This issue spotlights eight value-driven opportunities across retail, real estate, asset management, and recurring-revenue platforms. From turnarounds in consumer brands to yield-heavy REITs and global financial compounders, these companies share one thing in common — durable cash generation hiding behind market fatigue. Whether it’s buybacks, balance-sheet discipline, or margin expansion, each idea reflects the kind of steady compounding that defines real value investing in a noisy market.
Signals #7 — Real Cash, Hidden Assets & Hard Yield
A compact lineup of global value and special-situation ideas — from disciplined underwriters and overlooked industrials to European compounders trading below intrinsic value. Each company in this issue offers durable free cash flow, hidden asset value, or asymmetric upside in a market still anchored to short-term pessimism.
Signals #5 — Software, Sports Rights & Special Dividends
This issue spans 13 unique ideas across geographies and sectors — from deep value banks in Hong Kong to overlooked SaaS compounders and asset-rich leasing firms. We highlight multiple mispriced opportunities, each with a clear catalyst: underappreciated AI exposure, hidden asset value, sports franchise monetization, and contract-backed free cash flow. Whether you're looking for asymmetric upside or durable income, these ideas are meant to surface signal — not noise — in a market full of distraction.
