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Veeva Systems: Opportunistic compounder at a discounted price
Durable compounder with exceptional margins, FCF, growth in a >25% drawdown
Jan 5
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LongTermValue Research
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New Idea: Healthcare Compounder with ~70% upside
Asset-light platform trading <20x '26 FCF & compounding FCF at 22% CAGR through '28
Dec 4, 2025
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LongTermValue Research
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Value with Catalyst: Stub trading at 1.0x EBITDA with up to 135% upside
Exceptional value play offering >40% FCF yield and a massive catalyst
Aug 20, 2025
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LongTermValue Research
6
Earnings and Positioning Updates
Review for: RELY, PSIX, CRON, CBAV, VLE, RHM
Aug 8, 2025
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LongTermValue Research
Deeply undervalued, negative EV net-net; growing and producing FCF
Abandoned net-net with 75%-100% upside and limited downside
Jun 20, 2025
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LongTermValue Research
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Mispriced orphan security with 30% ROIC and substantial reinvestment runway
Catalyst rich healthcare compounder with 110% upside
Jun 5, 2025
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LongTermValue Research
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Performance Update: +18% on average
All 5 ideas have posted positive absolute and relative performance
May 16, 2025
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LongTermValue Research
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Aerospace & Defense GARP with >100% upside
Best positioned European rearmament play, potential double by 2030
Apr 20, 2025
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LongTermValue Research
Ex L/S Hedge Fund. Actionable investment ideas & write-ups on GARP and Value. Sector generalist / focus on multi-year theses.
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