Archive
Everything we have published
In the order it was published, newest first.
115 picks
Thursday, May 28 1 pick
Sunday, May 24 1 pick
Thursday, May 21 1 pick
Wednesday, May 20 1 pick
Wednesday, May 13 1 pick
Sunday, May 10 1 pick
Sunday, May 3 1 pick
Wednesday, April 29 2 picks
GTT.PA long 2026-04-29 france Gaztransport and Technigaz SA
Gaztransport and Technigaz, a €7 billion French company, leads ultra-low-temperature containment systems for storage and transport.
Value Investors Club ASTS short 2026-04-29 satellite Ast Spacemobile INC
AST SpaceMobile is priced for a 2026 commercial launch despite no identified path to manufacture or launch its satellite deployment target.
Value Investors ClubTuesday, April 28 3 picks
APG long 2026-04-28 business-model Api Group CORP
APi Group’s mix of specialty contracting segments complicates a conventional contractor valuation.
Value Investors Club HHH long 2026-04-28 equities Howard Hughes Holdings INC
Howard Hughes Holdings is pitched as a long in the $60s, with a near-term $90 target and a projected 20%+ IRR.
Value Investors Club NETC short 2026-04-28 consulting Netcompany
Netcompany’s M&A-led expansion turned a high-quality Danish IT consultant into a more commoditized pan-European business.
Value Investors ClubMonday, April 27 4 picks
CDLR long 2026-04-27 equities Cadeler A/S
Cadeler (CDLR) is the world’s largest pure-play owner-operator of wind turbine installation vessels, listed in Oslo and on the NYSE.
Value Investors Club GUD. long 2026-04-27 healthcare Knight Therapeutics INC
Knight Therapeutics (GUD-T) is a long position built on confidence in founder Jonathan Goodman, following his earlier success with Paladin Labs.
Value Investors Club
activism Dumpster Diving Again
A beaten-down company combines solid asset value, heavy insider buying, activist involvement and an equity recap with aligned incentives.
Nat Stewart - Stock Picking Newsletter 4828 long 2026-04-27 erp B-en-g
B-EN-G (4828) combines Japanese system integration with a higher-quality industrial software and vertical ERP business.
Value Investors ClubSunday, April 26 5 picks
QDEL long 2026-04-26 diagnostics Quidelortho CORP
QuidelOrtho is presented as a long idea after falling to 52-week lows, with the thesis centered on misvaluation.
Value Investors Club TTAN long 2026-04-26 investment view Servicetitan INC
ServiceTitan (TTAN) is shifting from vertical software for trades businesses toward the operating layer for scaled essential-services platforms.
Value Investors Club SLX:ASX long 2026-04-26 enrichment Silex Systems Ltd.
Silex Systems owns 51% of Global Laser Enrichment, the only company to achieve pilot-scale laser uranium enrichment; Cameco owns the remaining 49%.
Value Investors Club ABDP long 2026-04-26 automotive AB DYNAMICS plc
AB Dynamics supplies driving robots and soft-target dummies for testing vehicle active-safety and autonomous-driving systems.
Value Investors Club BNO long 2026-04-26 commodities United States Brent Oil Lp
United States Brent Oil Fund LP (BNO) is a bullish trade via shares, call options or a July $60–$70 call spread.
Value Investors ClubSunday, April 19 2 picks
activism Art Vivant (TYO 7523): Cheap Adjusted Net-Net at 11x PE Trading Below Failed ¥1,670 MBO Price as Activist Builds 40.13% Stake
Art Vivant trades below the failed ¥1,670 MBO price at 11x earnings as an activist builds a 40.13% stake.
Altay Capital - Mostly Value Investing
interviews Idea Brunch with Andrew Pogue of Underlying Value
Andrew Pogue of Underlying Value discusses off-the-beaten-path investing ideas.
Sunday's Idea Brunch