Deep Value Insights

How Charlie Munger Made 3,000% in Two Years

A Case Study.

Nov 14 • 

Noel Wieder

67

5

13

A Dirt-Cheap Microcap with Outstanding Growth

5.9x earnings. 20% CAGR.

Nov 5 • 

Noel Wieder

7

2

October 2025

Cash, Buybacks, and a Simple Business That Works

7.7x earnings. Buying back shares.

Oct 26 • 

Noel Wieder

20

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

20

4

5

A Net-Net With a Trigger

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

Sep 5 • 

Noel Wieder

7

1

August 2025

The business is improving, the market hasn’t caught on

6.4x earnings. Growing margins.

Aug 27 • 

Noel Wieder

5

3

The cheapest stock I know

60% of net cash. 2.3x earnings.

Aug 20 • 

Noel Wieder

56

26

2

Growth at a Bargain Price

How a management change turned a sleepy microcap into a growing cash machine.

Aug 10 • 

Noel Wieder

4

2