Archive - NoBrainerStocks Substack

A Korean American bank trading on OTC at 3-4x normalized earnings and 45% of book value

Mar 17 •

No-Brainer Stocks

November 2024

A Tale of Two Bargains

A couple of microcaps trading at net cash on balance sheet

Nov 12, 2024 •

No-Brainer Stocks

The Mission Group

A turnaround story with a clear capital allocation plan

Nov 2, 2024 •

No-Brainer Stocks

August 2024

A Basket of Cheap Stocks

Building a Net-Net portfolio

Aug 2, 2024 •

No-Brainer Stocks

April 2024

Orchard Funding Group

A safe, nano-cap lending institution trading at 3.5 times earnings and 1/3rd of book value with a possible near term catalyst

Apr 30, 2024 •

No-Brainer Stocks

An obscure nano-cap REIT trading at 4.6 times free cash flow and 1/3rd of liquidation value

Apr 30, 2024 •

No-Brainer Stocks

Kingsway Financial Services

A micro-cap compounding engine at a fair price

Apr 30, 2024 •

No-Brainer Stocks

A wonderful business at a fair price

Apr 30, 2024 •

No-Brainer Stocks

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