Research

90% ROIC, 23% Margins — This Microcap Trades at Just 9x EBIT

Alphapolis is a high-growth, asset-light IP platform compounding capital at 90%+ ROIC, with 23.6% EBIT margins and 14.6% FCF margins — yet trades well…

Aug 2 •

A Stable Microcap Trading Like a Deep Value Situation

A 100+ year-old microcap trading at just 0.4x EV/Revenue and 2.8x EV/EBITDA — despite delivering 12.5% ROIC and 22% owner earnings yield.

Jul 24 •

Daily Journal Corp (DJCO): SOTP Says +30% Upside, Market Says Meh

Daily Journal Corporation presents a compelling deep value opportunity, currently trading at a ~19% discount to intrinsic value, with a conservative…

Apr 11 •

Litigation Capital Management (LIT): A Mispriced Litigation Finance Play with 40% Upside

LIT is a mispriced litigation finance firm transitioning from a volatile case-by-case funding model to a more predictable asset management structure

Mar 28 •

Big Technologies (BIG.L): A High-Quality Microcap at a Bargain Price

Why there's an opportunity in BIG

Feb 7 •

Electromed: An Expensive High-Quality Microcap

ELMD is a high-quality microcap company with strong gross margins, improving profitability, and a unique position in the growing respiratory care…

Jan 17 •

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