
I research domestic deep value equities below net tangible asset value, net current asset value or net cash.
| Platform | Pricing | Freemium | Publishes | Weekly | |
|---|---|---|---|---|---|
| Issues | 81 | Founded | 3 years ago | Last Issue | 7 days ago |
| Active | |||||

Breaking Down Via's Valuation, Losses Narrow as Pipeline Grows
Via Transportation just reported its Q2 2026 results. The numbers tell the story. Revenue is growing, losses narrowing, and management is still pointing to Q4 2026 as the quart...
Via Transportation's business model and the Sioux Falls turnaround that grabbed my attention.
This is part one of multiple parts of my research on Via Transportation (VIA). In my deep-dives, I often tend to go into a lot, and they can get...
I was running my usual strong balance sheet stock screen for sub NTAV and net-nets lately and came across a company I found worth researching. They had a great recent quarter. They raised full year revenue guidance and are targeting more ma...
Electrovaya (ELVA) announced a new commercial agreement and a warrant transaction with Amazon (AMZN) yesterday.
Electrovaya is a lithium-ion battery manufacturer that has other Fortune 500 clients like Walmart, Toyota, Home Depot. I d...
I did a couple recent articles on enhanced geothermal systems (EGS) technology and Fervo Energy (FRVO) awhile back. The Fervo article got the most likes of any article I’ve ever done.
The alternative energy theme is my favorite theme b...
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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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