Quick Value #229 - Multi-bagger Potential
3 positions in my portfolio with the multi-bagger 2-3 year upside
Small caps are (were?) up a bunch this year but I’m still finding good value both in the portfolio and on the watchlist… here are 3 current holdings I like at today’s prices.
Today’s ideas:
First-step thrift conversion trading at 8.75x P/E and 0.36x P/B
Call option on a cash flowing deleveraging story (trading at 3.6x FCF)
Microcap retailer with self-help earnings upside (trading at 3.2x EBITDA)
This post is for premium subscribers (sign up below)… we’ll be back next week with a free edition of Quick Value. I’m planning to do a few “where are they now” posts for ideas that look attractive or have meaningful updates from my original post. So let me know if anything catches your eye from the archives.
Market Performance
