The Value Road
I research nano and micro-cap value stocks. Margin of safety over everything. Anything off the beaten path.
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 168 | Founded | 2 years ago | Last Issue | 6 days ago |
| Active | |||||
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thevalueroad.substack.comLatest Issues
The $11.25 Insult
Zero for the Operating Business, Please
Somewhere on the NASDAQ right now, there is a profitable software company sitting on more cash than its market value.
Introducing The Value Road Founding Member Tier
I started The Value Road to do one thing well: dig through the forgotten corners of the market, the deep-value names, the special situations, the neglected micro and nano-caps, and pull them apart filing by filing the way Graham would have...
Off the Beaten Path: A List of Micro and Mid-Caps on My Radar
A Couple of Tickers Worth a Closer Look
A list of names. One framework. Every company on this list shares a single trait. The market has decided, with varying degrees of conviction, that the business is either broken, boring, or both. Some...
The Klarman Trade Graham Would Never Touch
Contracted Cash Flows Behind a Wrecked Balance Sheet
There is a particular flavor of special situation that Benjamin Graham would have refused to touch but that Seth Klarman would have spent a weekend pulling apart at the kitchen table. It...
My Research Process, From Whiteboard to Write-up
This is the whiteboard in my office. It looks chaotic, and that’s because it is. Four marker colors, a “Companies I’ve Reached Out To” grid that takes up half the surface, a list of tickers I’ve looked into that runs eighty deep, and a “Sto...
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Authors
The writers behind this newsletter.
Deep value investor that's interested in post bankruptcy, NAV, and undervalued micro and nano-cap stocks. I only invest in companies that have layers of value behind them, usually with little or no debt.
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