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Cundill Deep Value

FRAGMENTS

Plain, disciplined analysis on overlooked companies — deep value, hard assets, and hidden opportunities the market ignores.

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Substack
PricingFreemiumPublishesDaily
Issues361Founded9 months agoLast Issue4 days ago
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Latest Issues

CEO Series — Gil West and the Hertz Clean-Up

The problem with a rental car is simple, and a little brutal: it keeps aging whether the strategy works or not.

It can sit in a lot with a clean key tag, a glossy future attached to it, and a customer who still does not want to think about...

4 days ago
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Deep Value Report — Cable One ($CABO)

Hidden Value in Plain Sight

What CABO really is, and why the stock got hit

6 days ago
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Deep Value Report — Clearwater Paper ($CLW)

Hidden Value in Plain Sight

What CLW really is, and why the stock got hit

8 days ago
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The Bowl Economy — The consumer cuts the restaurant before the dog.

Inflation rarely enters a household as a clean number.

Inflation rarely enters a household as a clean number. It does not arrive as CPI, core services, basis points, or a polished sentence about disinflation. It usually shows up through an...

10 days ago
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SHADOW FUND MANAGER The Buy Decision: Why Baupost Bought eBay

How a $37 stock became a $1.1B asset-conversion position built on StubHub, Classifieds, and buybacks.

Baupost belongs first in this series because this is exactly the kind of work the series is built for.

11 days ago
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  • FRAGMENTS

    \ud83d\udc49 Simple employee turned deep value investor ✦ Command-center discipline in markets ✦ Hidden assets, $1-for-50¢ opportunities

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