Tuesday, July 28, 2026

NLOP’s selloff after a weak KBR property sale has created a high-potential IRR entry point.

Nat Stewart - Stock Picking Newsletter Jan 27

Nat Stewart - Stock Picking Newsletter Nov 25

Nat Stewart - Stock Picking Newsletter Nov 11

Entravision’s Q1 filings contain a new footnote disclosure pointing to a potential second large advertiser beyond its Hong Kong customer,…

The Value Road Jul 28

A debt-free machine tool company with $50 million in cash trades at 0.74 times book value and below net current asset value.

The Value Road Jul 10

Entravision’s lost Meta relationship reset its business model, setting up a bullish case for the company’s recovery.

The Value Road Jun 26

Entravision’s path from a $9 Spanish-language broadcaster to a $100 adtech stock rests on an adtech-driven valuation model.

The Value Road Jun 15

Nippon Carbon trades at 1x book with net cash and a 4.2% dividend while expanding aerospace materials through GE/Safran joint ventures.

Altay Capital - Mostly Value Investing Feb 11

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…

Altay Capital - Mostly Value Investing Jan 28

GZPZY · long 2026-04-29

Gaztransport and Technigaz, a €7 billion French company, leads ultra-low-temperature containment systems for storage and transport.

Value Investors Club Apr 29

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