Blindspot Value
Equity research focused on deep value, special situations, and cyclical inflections. Not financial advice.
| Platform |  | Pricing | Only free issues | Publishes | Monthly |
|---|---|---|---|---|---|
| Issues | 7 | Founded | 5 months ago | Last Issue | 8 days ago |
| Active | |||||
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blindspotvalue.substack.comLatest Issues
Stride (LRN) – a heavily discounted virtual education leader?
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- Investment Thesis
Stride (LRN) is an education services/tech company that operates virtual public schools for independent charter schools and local school districts on contract. This schooling is tuition-free (state/gover...
Golar LNG (GLNG) – undervalued LNG infrastructure
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Investment Thesis
GLNG, a relatively niche asset, is the world’s only provider of floating liquefied natural gas (FLNG)-as-a-service. GLNG currently operates 2 FLNG vessels (Hilli and Gimi, shown below) with a 3rd (Esperanza...
Medical Facilities Corp (TSX:DR) – A special situation + possible wind-down at <2/3 of NAV
- High-Level Thesis & Napkin Math
Medical Facilities Corp (DR) owns a 51% stake in 2 high-quality surgical hospitals:
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Sioux Falls Specialty Hospital (SFSH) at ~60% of revenue and ~2/3 of pre-overhead EBIT.
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Arkansas Surgical Hosp...
Stoneridge (SRI) - deeply undervalued at a cyclical trough with a hidden growth engine
- Investment Thesis
SRI represents an interesting type of opportunity - a potential transition from a deep value to a growth story. While SRI does not screen as “deep value” at ~12x FY26 EBITDA on thin margins, I believe it represents an...
Alpha Metallurgical Resources (AMR) – nobody wants to own coal. That’s the entire opportunity.
Summary Stats
- Investment Thesis
Summary/valuation one-liner: As an under-covered met coal miner, I view AMR as a compelling idea, especially after the recent pullback. I estimate a mid-cycle FCF of ~$350M to be deployed to buybacks on...
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Authors
The writers behind this newsletter.
Investor - focused on deeply undervalued special situations and structurally inefficient parts of the equity market. I provide institutional-grade research on stocks avoided or ignored by most market participants. Not financial advice.
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