Deep Value Insights

A Structurally Declining Business with Serious Hidden Assets: A Case Study

Buffett’s 50% return on Sanborn Map

Dec 9 • Noel Wieder

42

10

8

An Undervalued Microcap Trading at 2.6x Earnings

2.6x earnings. 40% CAGR. Strong backlog.

Dec 1 • Noel Wieder

11

4

November 2025

Two Cheap Little Microcaps

A Durable Family Business. A Classic Net-Net.

Nov 22 • Noel Wieder

18

3

How Charlie Munger Made 3,000% in Two Years

A Case Study.

Nov 14 • Noel Wieder

113

11

19

A Dirt-Cheap Microcap with Outstanding Growth

5.9x earnings. 20% CAGR.

Nov 5 • Noel Wieder

9

2

October 2025

Cash, Buybacks, and a Simple Business That Works

7.7x earnings. Buying back shares.

Oct 26 • Noel Wieder

23

2

4

A Cash-Rich Buffett-Style Bargain

4.9x earnings. 0.6x book value.

Oct 16 • Noel Wieder

3

1

A 100-Year-Old Business Trading for Peanuts

4x earnings. 0.37x book value. Backed by a powerhouse.

Oct 7 • Noel Wieder

10

2

September 2025

A Family Business for 40 Cents on the Dollar

5x earnings. 57% discount to NCAV.

Sep 28 • Noel Wieder

36

10

2

A Forgotten Microcap Trading Below Liquidation Value

A 120-year-old net-net that’s buying back shares

Sep 23 • Noel Wieder

5

2

You Don’t Need a Catalyst

And a net-net trading below net cash

Sep 15 • Noel Wieder

23

4

6

A Net-Net With a Trigger

45% of NCAV. 4.5x forward P/E.

Sep 5 • Noel Wieder

7

1