The Newell Street Journal

The Newell Street Journal

Home
Notes
Chat
Archive
About
OPG Power Ventures - An Unfortunate Take-Private
This company was trading at 2.5x owner earnings and 0.2x fair asset value, with a catalyst on the horizon that could have doubled or tripled earnings…
 • Matt Newell
I went through the 150 smallest companies on the AIM. These are the 10 you should know about.
Stupidly cheap financials, a locksmith rollup, stranded Ukrainian gas fields and a Mexican restaurant chain - microcaps never get old.
 • Matt Newell
Special Situation: take-private trading at 35% of tender price
Sonim Technologies' largest shareholder is trying to buy them out at $4. The stock currently sits at $1.46, but management don't want to sell. This…
 • Matt Newell
Dine Brands ($DIN): How cheap is too cheap?
The franchisor of Applebee's and IHOP trades at 5x earnings.
 • Matt Newell
Maybe it's not so efficient, after all...
A couple of recent examples of the market behaving, seemingly, quite inefficiently.
 • Matt Newell
Jet2: Not just an airline
Jet2 trades at only 1.1x net cash and 7x earnings - despite being as much an asset-light travel company as an airline.
 • Matt Newell
It's like 1999, but without the good vibes
Just another value investor's unsolicited opinion on the bubble question.
 • Matt Newell
The Newell Street Journal
The Newell Street Journal
Scavenging obscure, unloved, and occasionally outright hated markets for absurdly cheap equities.
Recommendations
View all 17
The Stonkstack
The Stonkstack
The Stonkstack
Kingswell
Kingswell
Kingswell
Sung Capital
Sung Capital
Oliver Sung
Naiad Capital
Naiad Capital
Will
The Hermit
The Hermit
Alejandro Yela

The Newell Street Journal

AboutArchiveRecommendationsSitemap
© 2026 Matt Newell · Privacy ∙ Terms ∙ Collection notice
Start your SubstackGet the app
Substack is the home for great culture