Neglected Stocks
Scav EngerI write about neglected, ignored, obscure stocks. Sifting through the market's scrapyard for overlooked gems.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 18 | Founded | 3 years ago | Last Issue | 19 days ago |
| Active | |||||
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neglectedstocks.substack.comLatest Issues
$PFHO Update: I Sold
I’ve been wanting to write a $PFHO update for a while, but life just got the best of me recently. Better late than never.
Short version: I sold out of $PFHO. 51% profit over 13 months.
Here is why I sold, and some words on net-net.
- *...
Debt-Funded Buybacks in the Age of AI: A Character Test for Software Management
I see people cheering software companies taking on a large amount of debt to buy back stocks. I am not sure that is so bullish.
I get the logic. Stock is down, company has cash flow, lever up, buy it back cheap, and let the compounding do...
How the Iran War Could Benefit NACCO
post-Q1 earnings update: please read the comment I posted below. Summary: this post didn’t age well
A short read on how the Iran war could affect NACCO ($NC).
The Iran war is overall a good macro setup, and I don’t think the marke...
$9mm MC, $10mm cash, $18mm in real estate, returning capital. Restructuring that may unlock the value
Here is a company with an $9mm market cap, $10mm of cash, and roughly $18mm of real estate on the balance sheet, with just $2mm in total liabilities.
Its operating business has been hurt by tariffs, and the stock collapsed by more than 50...
Old Songs, Long Royalties: A Royalty Trust with 13% Distribution Yield
Introduction
Let me introduce you to a seasonally appropriate one (perhaps a month late). I suggest playing the songs below while reading this write-up
Sleigh Ride
The Little Drummer Boy (1965 Version)
Duke Ellington - It don’t mean...
Audience Metrics
Subscribers, engagement, traffic and sponsorship for Neglected Stocks.
| Subscribers | Engagement | 68 | Monthly Web Visits | ||
|---|---|---|---|---|---|
| Accepts Sponsors | Estimated Cost per Ad | ||||
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Authors
The writers behind this newsletter.
I go by Scav. I write on Scavenger’s Neglected Stocks. I sift through the scraps of the market for overlooked gems. Day job pays the bill. This is for the thrill. Nothing is financial advice
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