Wednesday, July 1
Wednesday, July 1, 2026
Everything we published on this day.
2 picks
data centers Two Near Net-Net Japanese Electrical Contractors at ~3.5x EV/EBIT with Industry Tailwinds
Japanese electrical contractors trade near net-net valuations at roughly 3.5x EV/EBIT, with data-center demand and Kodensha offering industry support.
Altay Capital - Mostly Value Investing
aviation From Regional Jets to Cash and Nothing Else
A regional-jet company with missing filings trades below its cash balance.
The Value Road