Deep Value Insights

Deep Value Insights

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A Family Business for 40 Cents on the Dollar
5x earnings. 57% discount to NCAV.
Sep 28 • 
Noel Wieder
30
9
A Forgotten Microcap Trading Below Liquidation Value
A 120-year-old net-net that’s buying back shares
Sep 23 • 
Noel Wieder
5
You Don’t Need a Catalyst
And a net-net trading below net cash
Sep 15 • 
Noel Wieder
20
4
A Net-Net With a Trigger
45% of NCAV. 4.5x forward P/E.
Sep 5 • 
Noel Wieder
7

August 2025

The business is improving, the market hasn’t caught on
6.4x earnings. Growing margins.
Aug 27 • 
Noel Wieder
5
The cheapest stock I know
60% of net cash. 2.3x earnings.
Aug 20 • 
Noel Wieder
52
26
Growth at a Bargain Price
How a management change turned a sleepy microcap into a growing cash machine.
Aug 10 • 
Noel Wieder
4
How Buffett Bought a Dollar for Thirty Cents
His little-known 1950s bet on Union Street Railway
Aug 4 • 
Noel Wieder
19
2

July 2025

A Stock Buffett Would Buy
A classic net-net trading at 4.6x earnings and 0.48x book value
Jul 28 • 
Noel Wieder
6
Two Hidden Gems from the OTC Market
Two time-tested businesses trading at 50 cents on the dollar.
Jul 23 • 
Noel Wieder
21
1
A Small Business With Big Numbers
A Quiet Compounder at 6.9x earnings and 0.96x book value
Jul 10 • 
Noel Wieder
4
The Theory of Reflexivity
On the Unstable Dance Between Perception and Reality
Jul 7 • 
Noel Wieder
21
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