I help you find cheap stocks to beat the market.
Joined February 2025
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I used to acquire SME businesses in the real world. Negotiations, due diligence, managing people. It didn’t scale.
Now I buy businesses with a click.
I focus on deep value and special situations full time, compounding my own capital. UK nano caps, off-market deals, controlling stakes where possible.
I’m looking to connect with investors doing the same. There’s a lot of neglected opportunity in the small end of the market.
This stock is up 25% since I wrote it up about two months ago. Around 298% annualised over that short stretch.
Engineering and property caught my eye. Lower profits and deferred dividends are the catch. Here’s the original case:
mrdeepvalue.com/p/zgl
A holiday business with no planes or hotels to own.
I like the economics of selling the holiday without owning the resort. The catch? Customer deposits aren't spare cash for shareholders.
Here's how I pull the business apart:
mrdeepvalue.com/p/otb
A profitable sandwich shop. A $13 share price.
Bildner’s expanded into department stores and Manhattan, where the new shops failed. Its shares eventually hit 12.5 cents.
The original shop was still selling sandwiches.
This stock is up 19% from its publication-day close about 11 months ago—21.6% annualised.
I liked the assets behind this metal-parts maker. Here’s what caught my eye.
mrdeepvalue.com/p/kc
Cash in the bank looks reassuring. Until legal claims could swallow it.
I sold this gambling business at a loss rather than keep betting on court outcomes. Here’s what changed my mind.
mrdeepvalue.com/p/bah
Half the revenue tied to one partner. Then the partner builds its own replacement.
I sold this marketing business when I found a better idea. Here’s what drew me in—and why I moved on.
mrdeepvalue.com/p/vc
Hanes found that women visited clothing shops about once every six weeks, but a supermarket twice a week.
Putting L’eggs tights beside the groceries gave the product roughly 12 chances to be bought instead of one.
Up 41.1% since I wrote it up about five and a half months ago—112% annualised.
I liked the recurring mental-health service. One very large customer was the catch. Here’s what I looked at.
mrdeepvalue.com/p/kplc
A 6.27p delisting offer, buying only 97.5% of tendered shares if everyone accepted.
I liked this power business’s cash generation. The controlling owners had other plans. Here’s where the case went wrong.
mrdeepvalue.com/p/opgpv
100% of revenue from one customer. That killed this software idea for me.
I passed because I couldn’t get comfortable with the customer’s ability to pay. Here’s why the cheap numbers weren’t enough.
mrdeepvalue.com/p/river-tech
This is literally what stops be buying any 'blue chip' stock at 20x earnings.
You just never know...
Ever.
Not sure who needs to hear this but it’s important to never forget - never - that the truly WORST business in the world today - say newspapers or radio stations - were, not much more than a generation ago, objectively the BEST businesses in the world. Buffett owned tons of them, for eg.
Literally the best, highest quality businesses turned into the worst cesspits of value destruction.
This is worth always remembering when you try to invest through periods of rapid technological change.
Pebble Beach was valued at about $25m on the stock market. Less than three years later, a buyer paid $72m for the company, then sold its gravel pit for $30m.
That single asset fetched more than the earlier price of the whole company.
🤖 Made with AI
This stock has rallied 87.7% since I wrote it up about 17 months ago. That’s 57.2% CAGR.
I liked the cash generation and dividends in an unpopular business. Here’s what caught my eye.
mrdeepvalue.com/p/jfm
🤖 Made with AI
Three mines are worth less to me if the business can’t keep operating.
I sold this miner as power disruptions and legal problems mounted. Here’s what changed my mind.
mrdeepvalue.com/p/fg
🤖 Made with AI
Suppose a buyer offers £4.90 and the shares trade at £4.80.
Waiting offers another 10p if the deal closes.
Selling releases £4.80 for the next investment, without waiting through the risk of the deal falling apart.
mrdeepvalue.com/p/good-energ…
Suppose your $100 becomes $90 while the market falls 20%.
You have beaten the market by 10 percentage points.
You have also lost $10.
A builder needs steel in the right sizes, delivered to the site.
This distributor combines the metal with cutting, fabrication and transport.
mrdeepvalue.com/p/bs
The delivery is finished.
The invoice is waiting for paperwork.
This software connects proof of delivery to billing, so the office can raise an invoice as soon as the customer accepts the goods.
mrdeepvalue.com/p/mgplc
Not every AI business needs to build the model.
This one supplies something the models need to learn.
An existing technology, adapted for new customers. That's the business I dug into.
mrdeepvalue.com/p/silicon-st…
