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The Great AI Re-Rating
I research nano and micro-cap value stocks. Margin of safety over everything. Anything off the beaten path.
11 hrs ago
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The Value Road
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A $9.6 Million Cigar Butt Hiding $15 Million in Assets
A Net-Net Trading at Cash With a Free California Property Option
Feb 17
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The Value Road
6
A Boring Manufacturer Sitting on a Gold Pile the Market Ignored
Buying a cash-flowing industrial at a double-digit free cash flow yield while hundreds of millions in precious metals sit quietly on the balance sheet.
Feb 11
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The Value Road
12
Heavy Metal, Light Multiples: The Anatomy of a Refurbishment Arbitrage
An Invisible Asset in the $6 Trillion Logistics Economy
Feb 9
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The Value Road
6
A $67,000 Market Cap Backed by Millions in Gold and Silver
What if I told you that you could buy $3.0 million worth of physical silver and $427k worth of physical gold for just $200k?
Feb 2
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The Value Road
15
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A Debt-Free Cash Box Trading Below Liquidation Value
A Special Situation Net-Net for 2026
Jan 30
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The Value Road
9
The South Froze, Inventories Turned, and the Market Missed It
A Weather-Driven Earnings Trough Is Hiding a Balance Sheet Monster
Jan 27
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The Value Road
6
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1
A Missed 8-K Left the Company Priced at Near Zero
An 8-K Nobody Read and a Company Priced for Nothing
Jan 21
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The Value Road
18
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The Value Road
I research nano and micro-cap value stocks. Margin of safety over everything. Anything off the beaten path.
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