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valueinvestor48.bsky.social
@valueinvestor48.bsky.social
7 followers 3 following 5 posts
Just a Value Investor
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valueinvestor48.bsky.social
open.substack.com/pub/justaval...
A Microcap Trading at 7x Earnings with a Historically High Backlog and Half Its Market Cap in Cash
Won their largest contract ever 2 weeks ago
open.substack.com
June 12, 2025 at 8:02 PM
valueinvestor48.bsky.social
A microcap with 99% recurring revenue #valueinvesting

open.substack.com/pub/justaval...
A Microcap with 99% Recurring Revenue
A high quality company trading at 5.5x EV/EBITDA
open.substack.com
January 23, 2025 at 2:20 AM
valueinvestor48.bsky.social
open.substack.com/pub/justaval...
A Special Situation with a 35% IRR
A High Margin, Recurring Revenue Business with Acquisition Upside
open.substack.com
December 25, 2024 at 6:59 PM
valueinvestor48.bsky.social
A Nanocap REIT trading at 0.37x P/B with a 8.4%
Dividend Yield #valueinvesting

open.substack.com/pub/justaval...
A Nanocap REIT trading at 0.37x P/B with a 8.4% Dividend Yield
With half the market cap in cash
open.substack.com
December 11, 2024 at 11:47 PM
valueinvestor48.bsky.social
Some interesting value investment ideas #valueinvesting #stocks open.substack.com/pub/justaval...
A Few More Value Investment Ideas
A bunch of cheap companies
open.substack.com
December 5, 2024 at 12:47 AM