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The Rebirth of a Fallen SPAC
With a unique 10 bagger lottery opportunity
Jun 18
•
Dheeraj Namburu
4
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The Rebirth of a Fallen SPAC
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May 2025
Anchored Value: Why Danaos Corp ($DAC) May Be the Most Undervalued Shipping Stock in the World
$3.7B in charter backlog, a fortress balance sheet, and a 50%+ discount to NAV, Danaos offers a rare deep value play
May 27
•
Dheeraj Namburu
12
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Anchored Value: Why Danaos Corp ($DAC) May Be the Most Undervalued Shipping Stock in the World
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An Extremely Undervalued Gold Miner Trading <2x FCF
Low Costs, Long Mine Life, and High-Leverage to Gold
May 27
•
Dheeraj Namburu
4
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An Extremely Undervalued Gold Miner Trading <2x FCF
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April 2025
Thor Explorations Ltd (TSXV/AIM: THX) – 1–3 Year Investment Thesis
Gold Miner with Exception Capital Allocation, Lagging Underlying Gold Price
Apr 14
•
Dheeraj Namburu
12
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Thor Explorations Ltd (TSXV/AIM: THX) – 1–3 Year Investment Thesis
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2
$FPH Unlocking Hidden Value in Real Estate
Why This Undervalued Land Holder Could Double in Five Years
Apr 6
•
Dheeraj Namburu
1
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$FPH Unlocking Hidden Value in Real Estate
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February 2025
Invest in the Opposite of Money
Ten Bagger in Plain Sight
Feb 23
•
Dheeraj Namburu
1
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Invest in the Opposite of Money
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3
The REIT I Like the Most
Simple to Value, Undervalued, High Yield - What more could you want?
Feb 5
•
Dheeraj Namburu
1
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The REIT I Like the Most
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January 2025
Real Estate Business with Hidden Assets
My New Second Biggest Position that may 10x or more
Jan 3
•
Dheeraj Namburu
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Real Estate Business with Hidden Assets
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November 2024
Unlocking New Horizons: O&G Transformative Deal
Transformative Deal with a Dirt-Cheap Valuation
Nov 12, 2024
•
Dheeraj Namburu
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Unlocking New Horizons: O&G Transformative Deal
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October 2024
Unlocking a Deep-Value Opportunity in the Face of AI Disruption
A Hidden Gem with a P/FCF <2
Oct 23, 2024
•
Dheeraj Namburu
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Unlocking a Deep-Value Opportunity in the Face of AI Disruption
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Free Actionable Writeup - HelloFresh: A Deep Value Opportunity with Massive Upside Potential from Factor75 and RTE Segment Growth
A Peter Lynch-style brand with a Joel Greenblatt hidden gem, all at Walter Schloss bargain prices
Oct 6, 2024
•
Dheeraj Namburu
7
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Free Actionable Writeup - HelloFresh: A Deep Value Opportunity with Massive Upside Potential from Factor75 and RTE Segment Growth
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1
September 2024
The Best Actionable Opportunity I Have Ever Seen
An Incredible mismatch between Price and Value for a US Based Business
Sep 30, 2024
•
Dheeraj Namburu
1
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The Best Actionable Opportunity I Have Ever Seen
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