Dirt Cheap Europe
I've spent years reading annual reports in languages i don't speak to find european micro caps no one covers. I'll translate them for you.
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 17 | Founded | 4 months ago | Last Issue | 6 days ago |
| Active | |||||
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dirtcheapeurope.substack.comLatest Issues
The Cheapest Casino Operator in Europe. Two Five-Star Resorts at Under 1x EBITDA, and a Land Worth More Than the Whole Company
Two five-star casino resorts, net cash and a decade of positive free cash flow, attached at a negative valuation. The buyer has now paid up twice in fourteen months.
One of the great advances for anybody who makes a living in deep value ha...
7.4x EBITDA. 42.6% Gross Margin. £20.6m Net Cash. 6% Dividend. Down 65%. And a Ten-Year ROIC of 22%. Base Case Doubles by 2028.
Cheap is the easy part. This one earns twice its cost of capital and the market stopped paying for it. Full model, three scenarios, and the number the interims will settle.
There is a rule in this family that nobody has ever written down,...
Everybody Writes the Same Thesis About Companies Below Tangible Book. It Leaves Out the Only Thing That Matters.
Most companies below tangible book will never hand you anything. These seven will, and for four completely different reasons.
It is a Sunday morning and a rooster wakes you. The birds are going at it, the river is doing whatever a river do...
The Cheapest Broker in Europe. 26% ROE. New Accounts Up 92%. 10x P/E. 7.5% Dividend Yield. Base Case +133% by 2028.
26% ROE, 11.9x earnings, a 7.5% dividend yield, and a client base growing 21% every six months. the market prices it as a cheap broker. Base Case +133% by 2028.
my friend Salvo lives in Sicily. he invests his own money, well in some years...
Earnings Up 144%. 5.1x EBITDA. Stock Near Its Low. Base Case +90% by 2028.
attributable earnings rose 144%. it still trades at 5.1x, below the multiple it just paid for its own acquisition. the full nineteen-tab bottom-up model attached, base case +90% by 2028, 32% IRR.
last week we drove out to see my grandfathe...
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The writers behind this newsletter.
Reading annual reports in languages i don't speak to find european micro caps no one covers. I'll translate them for you.
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