Topic
business models
Everything our editor has picked under this tag, best first.
APG long 2026-04-28 business models Api Group CORP
APi Group’s mix of specialty contracting segments complicates a conventional contractor valuation.
Value Investors Club
business models Mitani Corporation (TYO: 8066): $1.2 bn Japanese Conglomerate at 2.6× EV/EBIT with 30+ Years of Profitability
Mitani Corporation trades at 2.6× EV/EBIT and 8.9× earnings, backed by net cash, a 24% lower share count since 2014, and dividends up more than…
Altay Capital - Mostly Value Investing
business models Left for dead e-commerce
A dominant e-commerce compounder plans to reinstate massive capital returns in 2026.
Nat Stewart - Stock Picking Newsletter
business models The IP Shell and Its Supplier: Two Tickers, One Trap
A Nasdaq nano-cap IP shell and its supplier form a paired-ticker trap.
The Value Road
business models The $11.25 Insult
An $11.25 valuation assigns zero value to the operating business.
The Value Road