Equity Vault

The $1.6B Semiconductor Giant Wall Street Forgot: Why ACM Research Could Be Your Best AI Play

How a 27-year veteran CEO with 100+ patents is quietly beating Intel's suppliers while trading at a 300% discount to its Shanghai listing

Sep 16 • 

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August 2025

The Hidden Fintech Goldmine: CMC Markets at 60% Discount

How a 35-Year-Old Trading Giant with 98% Margins and Revolut Partnerships is Trading at Half Its Fair Value

Aug 19 • 

Equity Vault

The Anadarko Advantage: Mach Natural Resources LP - A Compelling Natural Gas Play in America's Premier Upstream Basin

Investment Analysis: Exceptional Distribution Yield Meets Strategic Asset Quality in the Heart of Oklahoma's Energy Renaissance

Aug 12 • 

Equity Vault

The Patient Investor's Guide: 10 Companies Built to Compound Wealth Over Time

A personal deep-dive into quality companies trading at attractive valuations – from rare disease biotechs generating massive cash flows to specialty…

Aug 12 • 

Equity Vault

July 2025

The Maritime Income Champion: TORM PLC's 17% Dividend Yield and Compelling Value Story

How This Danish Product Tanker Giant Delivers Exceptional Returns Through Market Leadership and Shareholder-Friendly Capital Allocation

Jul 31 • 

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InMode Ltd (NASDAQ: INMD); How a 6.12x P/E Ratio and 25.80% ROE Create a Compelling 70% Upside Opportunity in the Fastest-Growing Healthcare…

The Future of Aesthetic Medicine: InMode Ltd Investment Case

Jul 18 • 

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Teekay Tankers Ltd (TNK): A Deep Value Opportunity in Mid-Size Crude Tanker Shipping

Trading at 3.7x Earnings with Exceptional Balance Sheet Strength, This Market Leader Offers Compelling Risk-Adjusted Returns for Patient Value Investors

Jul 15 • 

Equity Vault

CONTRARIAN'S CHOICE: JULY 2025 EXCELLENCE PORTFOLIO

Ten Undervalued Champions Across Global Markets - From $287M LPG Leaders to $94B Energy Giants

Jul 7 • 

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June 2025

The Most Undervalued REIT in Europe: Trading at 3.2x P/E with 78% Upside

Why this €106M Athens-focused real estate trust offers exceptional value in Europe's fastest-growing commercial property market

Jun 27 • 

Equity Vault

Contrarian's Choice - June 2025 Watch Out List

Ten Undervalued Champions: Quality Companies Trading at Deep Discounts with Multiple Paths to Value Creation

Jun 24 • 

Equity Vault

The Underbanked Opportunity: Why OppFi Represents a Compelling Fintech Value Play in Specialty Finance

A deep-dive analysis of OppFi Inc (NYSE: OPFI) - the technology-enabled lending platform serving 60 million overlooked Americans, featuring DCF…

Jun 18 • 

Equity Vault

May 2025

"Hafnia Ltd: A Fortress Balance Sheet in Choppy Waters"

Deep Value Opportunity in the World's Largest Product Tanker Operator Trading at 4.2x Earnings with $2.3B Cash Fortress

May 31 • 

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