Posts
Greenland Energy (GLND): A Ridiculously Asymmetric Frontier Oil Bet Disguised as a Broken SPAC
Hi guys — I figured I’d post about a very unusual setup that I think the market is currently misunderstanding: Greenland Energy Company (GLND). This is a classic scenario where a stock is heavily discounted due to short-term selling (mostly due to recent shareholder-dilution), but the underlying assets and upcoming …
Leidos (LDOS) is my next value play
I’ve been looking at Leidos (LDOS) and think it might be an interesting value play. Leidos is a government IT / defense / cyber contractor. Not exciting, but the business is tied to DoD, intelligence agencies, civil government, aviation, and health programs. Current snapshot: * Price: **\~$108.67** * Market cap: …
When a high dividend yield and a high value score show up together, is it a real bargain or a trap?
Disclosure: I work at Obermatt, a research firm that ranks stocks relative to peers on metrics like Value, Growth, Safety, and Dividend Yield, sharing this because the overlap here is a good test case for separating real value from value traps. Pulled the European stocks with a perfect Dividend Yield …
What sector do people think actually has good value right now?
Most of the market feels and is expensive right now, but I believe in any market there are always pockets and companies where sentiment is bad enough that value might exist. I am curious where people here are seeing the best risk/reward today. Some areas that seem to come up …
Missed the HON/HONA record date, is buying both separately after June 29th basically the same deal?
Honeywell is separating its Aerospace Technologies division into its own publicly traded company, $HONA (Honeywell Aerospace), with the distribution date set for June 29, 2026. The deal is that for every 2 $HON shares you held as of the June 15th record date, you receive 1 $HONA share while keeping …
Is Warner Music Group undervalued?
Okay, hear me out... Bill Ackman put in a $64 million dollar bid to buy UMG. UMG responded by declining and signalling that they think their being undervalued and opted to buy back their own stock. The major labels in the music space have been decreasing in value since the …
Kumulus Vape S.A, a pure contrarian exercise in deep value.
( This analysis is a short recap from a more extensive deep dive that I have published [here.](https://open.substack.com/pub/melifinance/p/kumulus-vape-sa-a-tiny-beauty-being?r=84zv6&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true)) Market Cap €8.9M Shares Outstanding 3.02M 52-Wk Range (est.) €2.40 – €4.80 EPS FY2025 €0.33 P/E (TTM) 8.9× Price / NCAV 0.72× Price / TBV 0.63× Net Cash +€3.0M Insider Ownership 37% …
TYL — anyone else watching this?
TYL hit a 52-week low today… Tyler Technologies is government software, municipal ERP, tax appraisal, public safety. Boring stuff. But they have 45,000 installations across every state and their clients basically never leave (2% annual churn). Stock is down 55% from its high and just touched a new 52-week low …
This sub should be renamed to r/SaaS_Investing
Seriously. I joined this sub in hopes to find some neat underdogs. Instead I have adobe on my timeline every 4th post. Could we get a little more diversity in thoughts, industries and companies? SaaS isn't the only value right now and software isn't the only industry. **I suggest a …
$FLUT (Fanduel) - there is a reason why a billionaire buys $5 billion worth and 28% of float
Flutter the Amazon of gambling is on a huge discount in my opinion! This is not for the ESG themed investors of course. Flutter already started market making for major 3rd party predictions market CEO confirmed at JPMorgan fireside chat. Probably HOOD or Kalshi. They also own the Betfair Exchange …