The Stonkstack

The Stonkstack

Home
Chat
Actionable Ideas
Portfolio Updates
Deep Value 101
Archive
About

Actionable Ideas

Anexo Group (ANX.L): A Special Situation With Potential for ~98.6% IRR (or Nothing)
It's a steal! Literally.
 • 
The Stonkstack
11
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.
 • 
The Stonkstack
2
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)
 • 
The Stonkstack
9
Let Me Explain...
A special sit with estimated +29.4% return.
 • 
The Stonkstack
2
Worth More Dead Than Alive - 1/13/2024 Update
Currently my single largest portfolio position (15%)
 • 
The Stonkstack
4
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)
 • 
The Stonkstack
4
Exploiting Cyclical Companies For Outsized Returns — Part [2/2]
Part 2 of my personal experience with cyclical stocks + 5 net-nets from the steel industry
 • 
The Stonkstack
Exploiting Cyclical Companies For Outsized Returns — Part [1/2]
“When business is booming, people convince themselves that the growth will never stop. And when times get tough, suddenly everyone believes the downturn…
 • 
The Stonkstack
12
'How Much Lower Can It Go?'
A tale of a Polish net-net trading at an absurd 16.9% of book value and 40.5% of NCAV.
Where Value Hides in Plain Sight
A closer look at the net-net trading at 47% of NCAV from The Land of Pierogis and Profitable Cigar-Butts in which I decided to invest.
 • 
The Stonkstack
2
The Land of Pierogis and Profitable Cigar-Butts
A writeup on 4 ridiculously priced Polish net-nets.
 • 
The Stonkstack
3
Fear and Loathing in Orchard Funding Group
Orchard Funding Group (ORCH.L) is trading for 20% of book value and ~2 P/E, based on FY 2023 results, and an 18% dividend yield.
 • 
The Stonkstack
3
© 2025 Stonks Value
Substack
Privacy ∙ Terms ∙ Collection notice
Start writingGet the app
Substack is the home for great culture