Overlooked and Undervalued | Adrian Ford | Substack

Not your typical software investment - it's cheap, profitable, and throwing off cash.

Sep 8 •

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Sierra Rutile (SRX)

Mostly upside.....but who wants to own a mine in Africa?

Jun 23 •

Palace Capital (PCA)

The cheapest property company in the UK....oh....and it's almost debt free.

May 13 •

Creightons (CRL)

Forget the manufacturing, it's all about the brands.....

May 1 •

A large discount to NAV - but can we trust management?

Jan 19 •

Portfolio and performance review

Jan 19

Pressure Technologies (PRES)

Is there quality hiding beneath the rubble?

Aug 3, 2022 •

Currency Exchange International (CXI)

A mature and capital intensive business - but that's not the full story...

Jan 19, 2022 •

Overlooked and Undervalued

Overlooked and Undervalued

Investment ideas from around the world.

Overlooked and Undervalued

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