The Bargain Ticker

I Recently Met With Management of One of My Highest-Conviction Positions

Reaffirmed Ambitious 2028 Targets, Strong Regulatory Tailwinds, Growing Data Moat, and Shareholder Return Discussions.

May 19 • Bargain Ticker

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April 2026

Visible Growth & Margin Expansion in a Mission-Critical Niche — <5x EV/EBITDA

A Specialized Market Structure With Attractive Long-Term Growth Dynamics.

Apr 23 • Bargain Ticker

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February 2026

Get Paid $3 Million to Own a Profitable Business Worth $30–50 Million

A Profitable, Growing Business Backed by Recurring Revenue and Long-Term Contracts - Yet Priced as Broken After Indiscriminate Selling.

Feb 25 • Bargain Ticker

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A New Deep Value Opportunity Is Coming Soon

You Get Paid to Own This Decent Business After Indiscriminate-Like Selling.

Feb 21 • Bargain Ticker

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Accepted to Value Investors Club - Plus a Newsletter Update

Dear readers and future investing partners,

Feb 17 • Bargain Ticker

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A Special Situation Workout: Heads I Win, Tails I Don’t Lose Much

A Boardroom Coup Could Unlock 50–150% Upside.

Feb 6 • Bargain Ticker

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One Of My All-Time Early Buffett Investments Favorites

A Workout: British Columbia Power.

Feb 1 • Bargain Ticker

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January 2026

When Conservative Accounting Hides a 4x EV/FCF Compounder

Sometimes The Market Doesn’t Misprice Risk. Rather, It Misreads Reality.

Jan 16 • Bargain Ticker

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December 2025

2x EV/FCF: Uncovering the Secret Cyber Engine Hidden in Plain Sight

With Significant Underlying Real Property Value and Net Cash as Margin of Safety.

Dec 23, 2025 • Bargain Ticker

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October 2025

All Roads Lead to Rome, But Only One Road Leads Into Value Investing

And It All Starts With a Copy of The Intelligent Investor.

Oct 25, 2025 • Bargain Ticker

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