Deep Dive

DV Capital | Owens & Minor | Deep Dive

Owens & Minor is dumping its low-margin business, going lean, and setting up for a massive run investors aren’t ready for.

Oct 16 •

DeepValue Capital

Tactile Systems | Deep-Dive, The Case For $50+

Niche med-device, payer coverage, net cash, new products. How my base case models a path to $50+ by 2028 (risks included).

Sep 1 •

DeepValue Capital

Deep Dive ($VAL) | Massive Tailwinds, Dirt-Cheap Stock—Is This the Best Bet in Oil?

This offshore drilling company is down over 50% just when things haven't looked this promising in a long time.

Mar 12 •

DeepValue Capital

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