Deep Value Insights

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

January 2026

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

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December 2025

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

November 2025

Two Cheap Little Microcaps

A Durable Family Business. A Classic Net-Net.

Nov 22, 2025 • Noel Wieder

18

3

How Charlie Munger Made 3,000% in Two Years

A Case Study.

Nov 14, 2025 • Noel Wieder

121

11

19

A Dirt-Cheap Microcap with Outstanding Growth

5.9x earnings. 20% CAGR.

Nov 5, 2025 • Noel Wieder

10

2

October 2025

Cash, Buybacks, and a Simple Business That Works

7.7x earnings. Buying back shares.

Oct 26, 2025 • Noel Wieder

27

2

4