ZG long 2026-05-01 real estate Zillow Group INC
Zillow is pitched as a long with a $72 target, implying 58% upside from trough earnings and a trough valuation multiple.
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ZG long 2026-05-01 real estate RFA short 2026-05-01 financials Rfa Financial INC
RFA Financial is presented as a short, informed by eight years following Artis REIT through management changes and strategic reviews.
PSKY short 2026-04-30 m&a Paramount Skydance CORP
Paramount Skydance (PSKY) is a levered media conglomerate expected to merge with Warner Bros. Discovery in the third quarter.
QXO long 2026-04-30 industrials QXO, Inc.
QXO, led by Brad Jacobs, is consolidating North America’s fragmented building-products distribution industry after rapidly building scale…
PEPG long 2026-05-01 equities Pepgen INC
PEPGen (PEPG) was bought at $1.40 in February 2025 and sold in the mid-$3s the next business day.
PTON long 2026-04-30 consumer Peloton Interactive INC
Peloton trades near $5.50 with a $2.3 billion equity value and $2.7 billion enterprise value after weak December-quarter earnings and its…
IMMR long 2026-04-30 equities Immersion CORP
Immersion Corp. (IMMR) is presented as trading at a 121% discount to estimated fair value, with a projected 100%+ return within months.
GXO long 2026-04-30 logistics GXO Logistics, Inc.
GXO Logistics is undergoing transformation under new leadership in the growing contract-logistics business.
market structure NLOP - I'm Buying Again
NLOP’s selloff after a weak KBR property sale has created a high-potential IRR entry point.
buybacks National Beverage Update
National Beverage’s rare share repurchase is framed as a buy signal, with 50% upside projected.
financials The Priority Technology Situation
Priority Technology received an opportunistic buyout proposal, with its business better suited to remaining public absent a much higher…
advertising Entravision: Another Whale Has Emerged
Entravision’s Q1 filings contain a new footnote disclosure pointing to a potential second large advertiser beyond its Hong Kong customer,…
balance sheets $50M Cash, No Debt, 0.74x Book: A Deep-Value Machine Tool Setup
A debt-free machine tool company with $50 million in cash trades at 0.74 times book value and below net current asset value.
advertising The Biggest Bull Signal On Entravision
Entravision’s lost Meta relationship reset its business model, setting up a bullish case for the company’s recovery.
advertising The Arithmetic: How a $9 Spanish-Language Broadcaster Becomes a $100 AdTech Stock
Entravision’s path from a $9 Spanish-language broadcaster to a $100 adtech stock rests on an adtech-driven valuation model.
earnings A Hardware Multiple on a Software Powerhouse
A software powerhouse posts a record quarter while trading at a 52-week low, raising a valuation disconnect between its business model and…
japan Takasago Tekko (5458): A Profitable ¥3.3bn Nanocap near net-net @ 7.7x ntm P/E With ¥3.8bn of Appraised Rental Real Estate and a 36,009 sqm Tokyo Factory Site Carried at ¥2m (But worth ¥8bn+)
Takasago Tekko trades at 7.7x forward earnings, with ¥3.8bn of rental real estate and a Tokyo factory site carried at ¥2m that may be worth…
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.
activism Nanocap Osaka Yuka Industry (4124): A Strategic Buyer Offered ¥3,201. An Activist Paid More to Stop the Deal. The stock trades at ¥2,746
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…
aerospace & defense Nippon Carbon (TYO 5302): A 120 Year Old $350 Million Japanese Carbon Manufacturer Trading at 1x Book, Net Cash, and 4.2% Dividend with a Growing Aerospace Materials Division (JV with GE / Safran)
Nippon Carbon trades at 1x book with net cash and a 4.2% dividend while expanding aerospace materials through GE/Safran joint ventures.
business models Mitani Corporation (TYO: 8066): $1.2 bn Japanese Conglomerate at 2.6× EV/EBIT with 30+ Years of Profitability
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…
corporate governance Unozawa-gumi Iron Works (6396): A Profitable $23m Nanocap at 10x P/E With Real Estate in Tokyo Worth 145,000x Carrying Value (Not a Typo)
Unozawa-gumi Iron Works trades at 10x earnings despite $132 million of Tokyo real estate against a $23 million market value.
automotive Isamu Paint (TYO 4624) - A $43m Double Net Net Automotive Paint Co Trading at 12x P/E with 30 Years of Consistent Profitability
Isamu Paint trades at ¥3,515 versus ¥8,003 of NCAV plus investments, after 30 years with only one loss-making operating quarter.
deep value Furubayashi Shiko (TYO 3944) - A Deep Value Packaging Nanocap Trading at 9x P/E, 0.27x Book, and Well Below NCAV+Investments
Furubayashi Shiko trades at 9x earnings and 0.27x book, with under-marked land and securities supporting its value despite illiquidity and…
