Neglected Value Chronicles by Isaac
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Supreme Asymmetry: Limited Downside, Substantial Upside
High incremental ROIC, strong reinvestment capacity, strong competitive position, mid-single-digit organic growth, no debt, trading at 10x FCF.
Aug 30, 2025
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Isaac
30
4
4
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Medically Facilitated Value Creation
An opportunity hidden in plain sight, turning top-tier hospitals into hard cash and buybacks, one surgical incision at a time.
Oct 17, 2025
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Isaac
27
11
4
Successful turnaround NOW looking to grow
Mini-Pitch / very cheap / my highest-conviction idea
May 9, 2025
•
Isaac
18
10
6
Clavister Holding AB
Cybersecurity for mission critical applications made in Europe. Profiting from heightened defense & cybersecurity spending in Europe.
Apr 28, 2025
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Isaac
13
2
NEUROSOFT SOFTWARE PRODUCTION SA
A tiny overlooked IT company trading at a (LTM) PE of 12x on short term depressed earnings and poised for future growth.
Dec 8, 2024
•
Isaac
15
6
2
Covalon Technologies Ltd
A stock returning +290% YTD - poised to perform strongly in the future?
Nov 25, 2024
•
Isaac
17
1
2
The Tender Offer - Tier1 Technologies
DISCLAIMER:
Nov 23, 2024
•
Isaac
16
2
Tier1 - Comerzzia
A deep dive into Tier1's unified retail POS Solution
Jun 17, 2024
•
Isaac
13
2
2
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Neglected Value Chronicles by Isaac
Investing Thoughts and Write-ups, primarily focused on Small / Microcaps in unloved Markets.
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