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I used to acquire SME businesses in the real world. Negotiations, due diligence, managing people. It didn’t scale.
Now I buy businesses with a click.
I focus on deep value and special situations full time, compounding my own capital. UK nano caps, off-market deals, controlling stakes where possible.
I’m looking to connect with investors doing the same. There’s a lot of neglected opportunity in the small end of the market.
Let me get this straight.
¥8.2bn for a business with ¥13.7bn in reported cash, deposits and securities.
Borrowings: ¥224m.
Quarterly operating profit up 32%.
It sells sporting goods.
mrdeepvalue.com/p/zett-corp-…
Pay 40 cents per dollar of tangible book value for a connected-device specialist.
Its software helps TVs discover devices and thermostats join home networks.
The assets come with technology embedded in products people use every day.
mrdeepvalue.com/p/ue
Pay $5.6m for a vitamin maker where $5m of extra annual sales could add $2m of gross profit.
That assumes a 40% incremental margin as manufacturing volumes recover.
The factory provides the operating leverage.
mrdeepvalue.com/p/ibi
Imagine paying tangible book value for a gaming-hardware maker with 50.7% of US joystick sales by value.
Useful niches can come with modest price tags.
mrdeepvalue.com/p/guillemot-…
Imagine paying $5.6m for a vitamin maker with $9.7m of cumulative owner cash flow across five years.
That works out at $1.94m a year on average.
Add $9.9m of estimated net current assets, and the price has two useful reference points.
mrdeepvalue.com/p/ibi
Pay ¥5.52b for a chip distributor averaging ¥1.74b a year in free cash flow over five years.
That is 3.2 times the average, with a purchase price below net current assets.
The business also sources custom technology solutions.
mrdeepvalue.com/p/sh
Pay under 10 times three-year average earnings for a business with five profitable years behind it.
Graham adds balance-sheet strength and a dividend to the bargain.
mrdeepvalue.com/p/ben-graham…
An €8.62m equity price beside an estimated €17m break-up value for the subsidiaries alone.
In this marketing-group case, the estimate values profitable agencies on cash flow and discounts the others.
Net cash is additional.
mrdeepvalue.com/p/qwamplify-…
¥37 for each ¥100 of tangible net assets.
This valuation case pairs that discount with a manufacturer of ventilation and smoke-control equipment.
The asset base includes ¥2.96b of land at book value.
mrdeepvalue.com/p/kyoritsu-a…
The less you pay for a business's £1m of lifetime cash, the more room you leave for profit.
I compare the purchase price with cash owners can collect, and the time it takes.
That is the owner's lens for deep value.
mrdeepvalue.com/p/2025-begin…
A ¥6.6b equity price against ¥17.7b of tangible net assets.
Roughly ¥2.70 of net assets per ¥1 paid.
In this construction valuation case, cash and marketable securities make up much of the asset base.
mrdeepvalue.com/p/kaneshita-…
Buffett's $9 purchase comes with $9.16 of net current assets, plus coal waste he values at another $8 per share.
In this early case, even the waste piles have a price.
A useful reminder to look beyond the accounts.
mrdeepvalue.com/p/webpr
Price the operations of an infrastructure staffing business at £11.58m after cash and debt adjustments, with £2.2m of estimated annual owner cash flow.
Its work includes training and deploying the engineers who keep essential services running.
mrdeepvalue.com/p/rtc-group-…
A ¥8.91b equity purchase gets ¥10.88b of adjusted tangible net assets.
It supplies building materials.
Orders go straight to sites.
Builders save storage space.
Some goods bypass its yards.
Useful logistics earns repeat work.
mrdeepvalue.com/p/hs
Compare a $1.67b equity price with a $2.05b cash scenario.
That adds $481m net cash to 4.5 years at $348m annual cash flow.
It assumes cash generation holds and is retained.
Start with the cash from one narcolepsy treatment.
mrdeepvalue.com/p/hb
Buffett buys into a $52m conglomerate containing a division later floated at nearly $200m.
That division makes oil additives.
Looking inside the purchase reveals far more than the old car-making name suggests.
mrdeepvalue.com/p/webs
Buffett pays $29k for a stake in a $2.8m royalty business holding $2.2m of net cash.
It starts as a duck club.
Oil sits below the land.
The club collects royalties.
The rights carry no book value.
The balance sheet needs a closer read.
mrdeepvalue.com/p/webddc
A ¥11.8b equity purchase comes with estimated tangible net assets of ¥11.7b.
It builds systems for research labs.
Factories use its industrial computers.
Around 31% of computing sales are its own products and services.
mrdeepvalue.com/p/ac
Put a $47m equity price beside property estimated at $40m in a pet-pharmacy valuation case.
The Florida site covers 14.6 acres.
Sometimes the warehouse underneath the business deserves a valuation of its own.
mrdeepvalue.com/p/pe
A €25m equity purchase comes with €38m of adjusted tangible net assets.
The business improves Spanish property.
Partners supply capital.
It earns management fees.
It also owns project stakes.
Local knowledge earns its keep.
mrdeepvalue.com/p/rc
