About – The Bargain Ticker
My name is Anders, and I write about deep value investing - with a clear focus on real bargains.
The kind of opportunities pursued by the early Buffett Partnerships, when Warren Buffett compounded capital at roughly 50% annually by investing in deeply undervalued, obscure, and thinly traded securities. Buffett has since remarked that similar returns would still be achievable today - if he were managing smaller sums. That observation sits at the core of The Bargain Ticker.
My investment foundation is firmly rooted in Benjamin Graham’s The Intelligent Investor and the early, balance-sheet-driven style of value investing. Over time, however, my process has evolved - much like Buffett’s own journey - to increasingly emphasize business quality, durable economics, and the power of compounding, when available at the right price.
I continue to look for dirt-cheap, asset-backed opportunities: net-nets, cigar butts, and situations where pessimism alone justifies the valuation. But when I can buy a high-quality business at a fair or undervalued price, with strong cash generation and rational capital allocation, I am willing to do so - because time becomes an ally.
My thinking is shaped by investors such as Walter Schloss, with his relentless focus on balance sheets; Peter Lynch, who championed neglected and misunderstood stocks; Charlie Munger, who emphasized quality and incentives; and Joel Greenblatt, whose work on special situations, spinoffs, and complexity-driven mispricings remains a core influence.
The securities I write about are typically found in obscure corners of global markets:
minor exchanges, micro- and small-cap stocks, low-float situations, and thinly traded securities that fall well outside institutional comfort zones. These are not stocks you will regularly see discussed on Seeking Alpha, Twitter/X, Bloomberg, or the Financial Times.
At The Bargain Ticker, you will find:
Deep value stocks trading below intrinsic or tangible value
Asset-backed bargains with strong downside protection
Special situations such as spinoffs, restructurings, and post-distress equities
Select mispriced compounders, where quality is temporarily overlooked
You should subscribe if you are interested in early-Buffett-style investing, deep value stocks, and special situations that fly below the radar - cases where the market misreads reality rather than mispricing risk, and where patience, discipline, and independent thinking can produce outsized long-term returns.
Legal Disclaimer
The Content should not be construed as an offer, recommendation, invitation, or inducement, to subscribe for or purchase any security. The Content does not constitute and is not intended to be financial or other advice and is not to be relied upon as the basis for any investment or other decision. Investors should seek their own professional advice tailored to their own particular financial circumstances in relation to any investment they may consider making.
