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Conmed | They Lost Half Their Value…But the Business Got Stronger
To read my full disclaimer click here.
Sep 26
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DeepValue Capital
20
2
InPost | The Locker Giant That Grew 57% a Year and Still Priced Below Its IPO
Down 40% from last year’s highs, InPost dominates delivery lockers with Apple-like fan loyalty. Is this “boring” logistics play Europe’s most mispriced…
Sep 19
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DeepValue Capital
31
3
Tactile Systems | How a $300M Medical Device Company Can Quadruple
Tactile Systems trades at $13 with a path to $50+ on steady growth and expanding margins. The market is still pricing it for stagnation.
Aug 29
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DeepValue Capital
31
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Robert Half| A 75-Year-Old Giant, Priced Like It’s Dying
Down 70%, debt-free, and still compounding at elite returns.
Aug 22
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DeepValue Capital
29
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Owens & Minor | The 140-Year-Old Healthcare Giant With 4x+ Upside
Owens & Minor is dumping its low-margin business, going lean, and setting up for a massive run investors aren’t ready for.
Aug 15
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DeepValue Capital
34
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Baxter | Smelling Blood in the Water at a $11B Giant
Wall Street’s panic is my setup. Baxter is a battered stock with a new CEO and massive healthcare tailwinds that could make this a compelling turnaround…
Aug 1
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DeepValue Capital
25
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LyondellBasell | The Plastics Giant Built to Print Cash, Now Trading at Fire-Sale Prices
The market sees stagnation. I see a 9% yield, high ROIC, and early signs of a polyethylene rebound. Here’s the case, and the key risks.
Jul 25
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DeepValue Capital
45
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Stanley Black and Decker | Down 65% But the Comeback Is Already Underway
Margins are up 1,200bps, inventory’s lean, and a housing rebound could light the match. This forgotten industrial might be the best rebound play on the…
Jul 11
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DeepValue Capital
37
hVIVO | The CRO Niche Leader Everyone’s Ignoring, and It’s a 4x Setup
hVIVO runs half the global market in human challenge trials. The stock’s down 70%, but its moat, margins, and pipeline all scream comeback.
Jul 4
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DeepValue Capital
37
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New Idea ($TUNE) | The Mic Drop Setup with 4x Upside
A 90% drawdown, a recovering audio cycle, and a valuation setup hiding 4x upside. Here’s why Focusrite might not stay forgotten for long.
Jun 20
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DeepValue Capital
12
5
New Idea ($ELD) | The 185 Years Young Farm Supplier with 3x Upside
An early-stage breakdown of Elders (ASX: ELD). A high-trust Australian ag business with optionality if the cycle keeps turning.
Jun 6
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DeepValue Capital
19
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New Idea ($MD) | The NICU Specialist Built to Last But Priced Like It’s Dead
After divesting non-core units, cutting debt, and stabilizing physician turnover, Pediatrix is back to doing one thing well. Hospital-based newborn and…
May 30
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DeepValue Capital
14
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