Who Pays Wins

Home
Archive
About
Orchard Funding Group PLC
A deeply discounted security trading at 49% of net current asset value with catalysts.
 • 
LucJN
1
Basic-Fit: A Compelling Story in European Discount Fitness
Credit to Jonathan Abenaim for originally bringing this idea to my attention. While not an original idea, as I have been building a position over the…
 • 
LucJN
1
Updates on LEGH and AEP.V
Significant moves warrant updated thoughts.
 • 
LucJN
1
An Adventure in VMSaaS Valuation ft. QIS.V
For a value oriented investor, the VMS model is not necessarily intuitive. I evaluate the business and its prospects for returning to consistent growth…
 • 
LucJN
Inflection Point Uranium?
Barely three weeks in, SPUT's at-the-market vehicle is playing out exactly as intended.
 • 
LucJN
Atlas Engineered Products: Paying 1x Tangible Book Today for a Canadian Microcap with a History of Strong Growth
A unique roll-up opportunity coupled with yet another pandemic recovery story.
 • 
LucJN
1
MoneyGram International, Inc: A Business of Emerging Quality, but is it Value?
A sordid name of shareholder value destruction begins to shows signs of a turnaround, but not without uncertainty.
 • 
LucJN
Legacy Housing Corporation: A Profitable Value Proposition in Affordable Housing
Frothy housing market giving you the blues? At least there's Legacy.
 • 
LucJN
Who Pays Wins
A collection of original equity research and ruminations in global public markets.

Who Pays Wins

AboutArchiveSitemap
© 2024 Luc J. Nadeau
Privacy ∙ Terms ∙ Collection notice
Start WritingGet the app
Substack is the home for great culture