Archive
In the order it was published, newest first.
115 picks
Page 4 of 5
Updates cover FGPR, CHCI, DOUG, THRY and ISSC, alongside aerospace and defense commentary.
Osaka Yuka Industry (4124) trades at ¥2,746 after a strategic buyer offered ¥3,201 per share, while an activist bought shares above the bid to oppose…
Desmond Kinch of Overseas Asset Management discusses investing beyond the usual market circuit.
Ameya Shinde of Multiples Capital Management joins the second Idea Brunch.
A small-cap special situation returns most cash within roughly two months, leaving a stub position that could double.
Demographic tailwinds, tight supply and reflexive valuation dynamics can make a higher share price reduce a GARP stock’s effective cost of capital.
A micro-cap deal structure uses downside protection to shape its risk-reward profile.
James Hay of Pangolin Asia Fund discusses off-the-beaten-path investing ideas.
Nippon Carbon trades at 1x book with net cash and a 4.2% dividend while expanding aerospace materials through GE/Safran joint ventures.
A dominant e-commerce compounder plans to reinstate massive capital returns in 2026.
Andrew Summers, founder and CIO of Summers Value Partners, discusses investing in small-cap healthcare companies.
Mitani Corporation trades at 2.6× EV/EBIT and 8.9× earnings, backed by net cash, a 24% lower share count since 2014, and dividends up more than…
NLOP’s selloff after a weak KBR property sale has created a high-potential IRR entry point.
Early 2026 buy ideas focus on familiar names at new entry points.
Ian Bezek joins Idea Brunch for a Venezuela-focused investor interview.
Jon Hartman and Jim Burke of Hartman Burke Capital Management discuss off-the-beaten-path investing ideas.
A quality business stands to benefit from extended Section 232 steel-derivative tariffs and a housing rebound.
Diego B. Milano of Quercus Fund joins an investor interview series.
Unozawa-gumi Iron Works trades at 10x earnings despite $132 million of Tokyo real estate against a $23 million market value.
Abby and Jim Zimmerman of Lowell Capital discuss off-the-beaten-path investing ideas.
Isamu Paint trades at ¥3,515 versus ¥8,003 of NCAV plus investments, after 30 years with only one loss-making operating quarter.
Furubayashi Shiko trades at 9x earnings and 0.27x book, with under-marked land and securities supporting its value despite illiquidity and…
National Beverage’s rare share repurchase is framed as a buy signal, with 50% upside projected.
Marc Werres of Hinde Group joins the second Idea Brunch investor interview.
