Archive - The Stonkstack

April 2025

Deep Value (Literally) Underground

A German Microcap Net-Net, Trading at Just 39% of Book Value, 53.5% of NCAV, P/E of 8, with 3% Dividend Yield.

Apr 8 •

March 2025

One of the Cheapest Net-Nets I've Ever Seen

European Net-Net at ~30% of Book Value, ~5 P/E, with 75% of Market Cap in Cash, Consistently Profitable For 15 Years, and No Debt (4.2% Div. Yield)

Mar 24 •

February 2025

Let Me Explain...

A special sit with estimated +29.4% return.

Feb 19 •

January 2025

Worth More Dead Than Alive - 1/13/2024 Update

Currently my single largest portfolio position (15%)

Jan 13 •

December 2024

Worth More Dead Than Alive

A new liquidation idea with 30-70% upside potential, downside well-protected, and activists on board (currently, 8% of my portfolio)

Dec 11, 2024 •

November 2024

October 2024

July 2024

What's in my Deep Value Portfolio? #1

A quick update on my current picks, as of 09/07/2024.

Jul 9, 2024 •

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