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Article originally published at Hubert Nowak's substack.

Worth More Dead Than Alive

Deep Value Featured

Worth More Dead Than Alive

A new liquidation idea with 30-70% upside potential, downside well-protected, and activists on board (currently, 8% of my portfolio)

Exploiting Cyclical Companies For Outsized Returns

Exploiting Cyclical Companies For Outsized Returns

This is a guest article from one of our members Hubert Nowak, originally published on Hubert's Substack blog "The Last Puff". I recently invested in one steel products manufacturer that’s currently trading at just 28% of its book value, 62.5% of its NCAV, and