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Monnari Trade S.A.
Polish founder led and owned micro cap trading at 66% of NCAV, EV/EBIT of 5.11x, and p/b of 0.58x amidst a new buyback programme, insider buying, and…
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Paul
2
Dr. Martens PLC (DOCS.L)
A growing small cap with a 20%+ ROIC and the owner of the famous Dr. Martens brand selling for a P/E of 12.2x and an EV/EBIT of 11.1x amidst planned…
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Paul
Tarczynski S.A. (TAR.WA)
Founder led and owned micro cap branded snack sausage maker, selling for less than 50% of value, p/e of 5.81, EV/EBIT of 9.6, and dividend yield of…
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Paul
2
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Tarczynski S.A. (TAR.WA)
 • Paul
2
Eurotel S.A. (ETL.WA)
 • Paul
4
Dr. Martens PLC (DOCS.L)
 • Paul
Eurosnack S.A. (ECK.WA)
 • Paul
2
Nisshin Group Holdings (8881.T)
 • Paul
2
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Lotus Bakeries NV (LOTB.BR)
Founder family-owned and led Belgian producer of biscuits (Biscoff) and confectionaries with strong brand moats and growth prospects in the healthy…
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Paul
Nisshin Group Holdings (8881.T)
Profitable Japanese net net that's experiencing catalysts as the management is returning cash to shareholders. It's selling for a negative EBIT/EV (net…
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Paul
2
Eurosnack S.A. (ECK.WA)
Insider owned, fast-growing and unknown nano cap specialising in corn crisps with good track record and growth prospects. It's selling for a P/E of…
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Paul
2
Eurotel S.A. (ETL.WA)
Founder led and owned micro-cap operating as Apple's APR, selling for less than 50% of its value, EV/EBIT of 0.29x, and a 20.7% dividend yield.
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Paul
4
Games Workshop Group PLC (GAW.L)
A monopoly-like business in a strong niche with a rich IP, ~30% net margins, ~50% ROIC, and interesting growth prospects. It's selling for less than 70…
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Paul
Dino Polska S.A. (DNP.WA)
The fastest growing and owner-controlled Polish retailer with a predictable business model and a moat trading at a 38% discount to its intrinsic value…
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Paul
2
Cake Box Holdings PLC (CBOX.L)
Founder led and owned micro-cap with a strong brand in a niche market selling for less than 50% of its value and EV/EBIT of 8.9x
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Paul
2
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