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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
9
2
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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
9
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
5
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
An Undervalued Microcap Trading at 2.6x Earnings
2.6x earnings. 40% CAGR. Strong backlog.
Dec 1, 2025
•
Noel Wieder
13
4
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