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this weeks ideas - distilled for busy investors

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Signals #4 — Containers, Cash, and Compounders
Jun 03, 2025

Signals #4 — Containers, Cash, and Compounders

10 overlooked companies across banking, shipping, toys, and industrial roll-ups — all trading at deep value multiples with strong insider alignment and buybacks

Signals #3 — From Radio Stations to Peruvian Oilfields
May 28, 2025

Signals #3 — From Radio Stations to Peruvian Oilfields

Net-nets, cash machines, and dividend growers from Greece to Japan.

Z J
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Signals #2 — Payments, Ports, and Pipelines
May 21, 2025

Signals #2 — Payments, Ports, and Pipelines

From cross-border fintech to global ports and energy infrastructure — these 10 undervalued stocks span the value chain.

Signals #1 — This Week in Deep Value: Oil, Land, Hotels, and Tugboats
May 20, 2025

Signals #1 — This Week in Deep Value: Oil, Land, Hotels, and Tugboats

High dividends. Hidden assets. Asymmetric upside. This is Issue #1.

this weeks ideas - distilled for busy investors

Deep Value Signals

this weeks ideas - distilled for busy investors

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