Underlying Value

Underlying Value

Value with an Immediate Catalyst

Low risk, high reward.

Underlying Value's avatar
Underlying Value
Dec 15, 2025
∙ Paid

Safe enough to be an addition to my mom’s portfolio, this company should soon get the catalyst it needs. While their customers’ share prices are up an average of 50%+ in less than a week, this second order beneficiary of rumored regulatory changes has yet to meaningfully appreciate.

  • Net Cash

  • 12%+ dividend with good earnings coverage

  • .75x tangible book value

  • Founder-led and operated

I’ll be adding more on Monday.

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