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Thinly Traded

I write about nanocap, microcap, and illiquid stocks.

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Substack
PricingFreemiumPublishesWeekly
Issues13Founded8 months agoLast Issue11 days ago
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Latest Issues

Cheap Stocks I Passed On This Month

There are a lot of cheap stocks on the OTC market right now.

Many more deals than you can find on the NYSE or NASDAQ.

That being said, you can’t buy all of them. Most of the game is figuring out which ones are worth adding to your portfol...

11 days ago
12
1

~73% of Market Cap in Cash & Securities, 10,000+ Acres Carried at $1, No Debt

Profiled Security #4

There is a long-standing debate among value investors about whether buying something cheap is enough on its own.

17 days ago
9
Paid

Cheap Stocks I Passed On This Month

Today we’re going to do something a little different.

Most of the time I spend on this newsletter goes into passing on stocks, not writing them up.

This takes a lot of time, to say the least. Without much output to show for it.

For every...

a month ago
9
5

Trading Below Timberland + Cash, 8% Dividend Yield, Royalty Business Model

Profiled Security #3

I like stocks I can value in the present.

a month ago
5
Paid

~50% Discount to Net Cash & Securities, No Debt, No Dilution

Profiled Security #2

If you’re a subscriber to this newsletter, you probably don’t need me to tell you that stock prices are at all-time highs.

2 months ago
5
Paid

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  • Thinly Traded

    I write about nanocap, microcap, and illiquid stocks. Mostly value investing. Looking for the same kind of opportunities that Buffett found in the 1950s.

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