Stock Pursuit
I research domestic deep value equities below net tangible asset value, net current asset value or net cash.
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 73 | Founded | 3 years ago | Last Issue | 8 days ago |
| Active | |||||
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stockpursuit.substack.comLatest Issues
Mtron (MPTI)
A Pristine Balance Sheet and Record Backlog in the Heart of Defense Spending
I was in a serious car wreck last year and had a shoulder surgery that left my upper body and back weak. I did physical therapy and got strong enough to function...
NCS Multistage (NCSM) Buyout
I’ve been covering NCS Multistage for a long time after finding it initially below net tangible asset value. I originally found the stock at $30 and it ran to $85 at the highs.
NCS Multistage (NCSM) got a buyout offer this week from Weath...
NCS Multistage NCSM Quarter
I’m working on a full article on Mtron (MPTI), a $393 mil company benefiting from the recent increase in US military spending. The financials since their IPO in 2022 are extremely impressive and warrant a full write-up, especially with the...
All About Enhanced Geothermal Tech
I wrote an in-depth article on enhanced geothermal technology the other week. It’s what Fervo Energy (FRVO) is pioneering at scale.
I removed the paywall on it because I covered a lot in it and believe you will find it to be insightful...
Fervo Energy (FRVO) Part II
Fervo Energy just opened for trading this afternoon and is trading in the $38’s.
If you missed my first article on the massive potential of geothermal to provide clean energy to the grid and data centers I recommend reading it for an in-d...
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| Subscribers | Engagement | 70 | Monthly Web Visits | ||
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Authors
The writers behind this newsletter.
My focus here is domestic deep value equities below net current asset value (NCAV) or net tangible asset value (NTAV). I started investing in the mid 1990s. I previously worked at a U.S. top 10 financial firm as a financial advisor.
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