Deep Value Signals

Deep Value Signals

this weeks ideas - distilled for busy investors

Archive

Signals #5 — Software, Sports Rights & Special Dividends

Signals #5 — Software, Sports Rights & Special Dividends

This issue spans 13 unique ideas across geographies and sectors — from deep value banks in Hong Kong to overlooked SaaS compounders and asset-rich leasing firms. We highlight multiple mispriced opportunities, each with a clear catalyst: underappreciated AI exposure, hidden asset value, sports franchise monetization, and contract-backed free cash flow. Whether you're looking for asymmetric upside or durable income, these ideas are meant to surface signal — not noise — in a market full of distraction.

Signals #4 — Containers, Cash, and Compounders

Signals #4 — Containers, Cash, and Compounders

10 overlooked companies across banking, shipping, toys, and industrial roll-ups — all trading at deep value multiples with strong insider alignment and buybacks

Signals #3 — From Radio Stations to Peruvian Oilfields

Signals #3 — From Radio Stations to Peruvian Oilfields

Net-nets, cash machines, and dividend growers from Greece to Japan.

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Signals #2 — Payments, Ports, and Pipelines

Signals #2 — Payments, Ports, and Pipelines

From cross-border fintech to global ports and energy infrastructure — these 10 undervalued stocks span the value chain.

Signals #1 — This Week in Deep Value: Oil, Land, Hotels, and Tugboats

Signals #1 — This Week in Deep Value: Oil, Land, Hotels, and Tugboats

High dividends. Hidden assets. Asymmetric upside. This is Issue #1.