Deep Value Insights
Subscribe
Sign in
Home
Archive
About
How a Young Michael Burry Earned a 143.7% IRR
Revisiting his 2001 investment in GTSI Corp.
Feb 9
•
Noel Wieder
38
7
Latest
Top
Discussions
A Cheap and Growing Microcap with a Huge Pile of Cash
2.4x EV/FCF. 80% of market cap in cash. No debt.
Feb 2
•
Noel Wieder
11
2
Some Stocks Are Just Cheap
A family business at 7x earnings with hidden assets
Jan 22
•
Noel Wieder
7
2
A Wonderful Business at a Wonderful Price
Aggressive Share Buybacks. 20% Free Cash Flow Yield. 5x EV/EBIT.
Jan 11
•
Noel Wieder
10
2
1
What Drove Buffett’s Early Outperformance
Lessons from Eight Investments in His Early Years
Jan 1
•
Noel Wieder
102
14
21
0.37x Book Value. 7x Earnings. 2x Free Cash Flow.
A cash-generating business trading far below its assets
Dec 22, 2025
•
Noel Wieder
6
6
2
Overlooked Microcap Trading 45% Below Net Cash and Investments
Pay 54 Cents on the Dollar and Get the Operating Business for Free
Dec 15, 2025
•
Noel Wieder
9
3
2
A Structurally Declining Business with Serious Hidden Assets: A Case Study
Buffett’s 50% return on Sanborn Map
Dec 9, 2025
•
Noel Wieder
57
9
10
See all
Deep Value Insights
Finding undervalued stocks so you don’t have to
Subscribe
Recommendations
View all 8
The Newell Street Journal
Matt Newell
Enterprising Investor
Tyler Moody
Cassandra Unchained
Michael Burry
DIY Investor's Newsletter
DIY Investor
Blue-Collar Wealth's Letters
Blue-Collar Wealth
Deep Value Insights
Subscribe
About
Archive
Recommendations
Sitemap
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts
