Deep Value Insights

Undervalued Microcap Buying Back Shares

Debt-free, aligned management, and trading at 8x earnings.

Mar 14 • Noel Wieder

9

1

5.8x Earnings. 3.4x EV/FCF.

Founder-led, debt-free, and quietly compounding for decades.

Mar 6 • Noel Wieder

14

1

February 2026

10 Cheap Stocks Nobody Is Looking At

Small, obscure, and trading far below fair value

Feb 24 • Noel Wieder

20

5

0.3x Book Value. Single-Digit P/E.

Consistently profitable. 46% below adjusted NCAV.

Feb 18 • Noel Wieder

14

1

How a Young Michael Burry Earned a 143.7% IRR

Revisiting his 2001 investment in GTSI Corp.

Feb 9 • Noel Wieder

51

1

10

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

11

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

10

2

1

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

6

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