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The best days of Cipher ($CPH.TO) are still ahead
After this game-changing acquisition, I see another 200% upside
Jul 31
•
Sebastian
12
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The best days of Cipher ($CPH.TO) are still ahead
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Picks-and-shovel play for a growing Energy sub-segment at a run-rate P/E of 5
A well known value fund is among the biggest shareholders
Jul 16
•
Sebastian
12
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Picks-and-shovel play for a growing Energy sub-segment at a run-rate P/E of 5
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Off the beaten path company on the OTC trades at a P/E ratio of 4
Record Backlog within a growing industry
Jun 30
•
Sebastian
18
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Off the beaten path company on the OTC trades at a P/E ratio of 4
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6
Spar Group (SGRP) trades at less than 3.5x EV/EBITDA with several potential catalysts
Former value traps unlocks value
Apr 28
•
Sebastian
31
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Spar Group (SGRP) trades at less than 3.5x EV/EBITDA with several potential catalysts
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Cornerstone FS: A multibagger in the making?
Tiny Currency Exchange company hits inflection point
Mar 20
•
Sebastian
23
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Cornerstone FS: A multibagger in the making?
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My current best idea: Innovation Food Holdings (IVFH)
5x EV/EBITDA for an asset-light business after restructuring
Feb 18
•
Sebastian
69
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My current best idea: Innovation Food Holdings (IVFH)
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29
Playmates Toys: Toy maker trades below Cash and less than 5x 2023 earnings
Playmates Toys(869.HK): An attractive opportunity for the shorter term
Nov 19, 2023
•
Sebastian
16
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Playmates Toys: Toy maker trades below Cash and less than 5x 2023 earnings
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10
Saga Furs: A net-net and soon monopolistic Business
Trading at 0.75x NCAV with a clear catalyst in 2025.
Oct 15, 2023
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Sebastian
17
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Saga Furs: A net-net and soon monopolistic Business
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13
SHW AG: The market has just forgotten about this stock
Special Situation: ∼50% upside in a potential Squeeze-Out
Feb 27, 2023
•
Sebastian
7
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SHW AG: The market has just forgotten about this stock
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4
LS Invest: Heads I win big, tail I win a little
Special Situation: German Small-Cap offers at least 50-100% upside, with little downside
Dec 1, 2022
•
Sebastian
11
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LS Invest: Heads I win big, tail I win a little
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Overlooked MicroCap: Parks! America ($PRKA)
Software-like margins protected by a local moat
Feb 23, 2022
•
Sebastian
6
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Overlooked MicroCap: Parks! America ($PRKA)
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1
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