- Deep Value Signals
- Archive
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Signals #13 — France, fossil fuels and future proofing
This issue looks at seventeen ideas across AI, energy, infrastructure, logistics, diagnostics and old world chemicals. They are grouped by category so you can scan quickly for growth, value, special situations, or income. As always, this is a curated map of other investors’ work, not a set of buy or sell calls.
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.
