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 | 181 | Founded | 2 years ago | Last Issue | 6 days ago |
| Active | |||||
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thevalueroad.substack.comLatest Issues
The Assets Have Rallied and the Filings Haven't Caught Up
A Dollar of Liquid Assets for 46 Cents
There’s a company I’ve been working on that trades at less than half its stated book value. That alone isn’t interesting. Deep value is littered with cheap-for-a-reason wrecks, and “0.46x book” is usu...
The Only Glass Malone Doesn’t Own
There’s a company I’ve been pulling apart for the past few weeks that checks more boxes than anything I’ve published this year, and I want to walk you through why before I name it.
There’s a company I’ve been pulling apart for the past few...
$50M Cash, No Debt, 0.74x Book: A Deep-Value Machine Tool Setup
Buying a Debt-Free Industrial Below Net Current Asset Value
The company I’m writing about is a debt-free, net-cash industrial trading at 0.74x tangible book, roughly 0.9x NCAV, and an enterprise value of $91M against $182M of trailing reve...
A Going-Concern Candidate Three Months Ago, A Control Play Today
A Recap Saved the Company. Did It Save the Equity?
In 2015, a corrections-industry insider sold his family's monitoring business to one of the largest players in the space. He didn't expect to come back in the industry. Then a distressed m...
From Regional Jets to Cash and Nothing Else
Missing Filings and a Company Trading Below Its Cash
A failed regional carrier just sold its entire fleet, its operating certificate, and its only customer relationship. What it left behind is a pile of cash trading below the price of this...
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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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