Underlying Value

Doing my best to separate the signal from the noise in the global public markets. I talk about what I own.

By Andrew Pogue

iOCO: Deep Value with a Compounding Playbook

Rhys generated a 7x return in seven years last time he ran this playbook.

Jun 21•Andrew Pogue

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Aimia (TSX: AIM): Ready for Takeoff

A permanent compounding machine.

Jun 4•Andrew Pogue

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High Conviction: The Iceberg

When most of the value is hidden beneath the surface.

May 14•Andrew Pogue

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Greenfield Discovery

Deep value (with a catalyst) is on the way.

May 7•Andrew Pogue

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High Conviction: The Cash Machine

A long-term organic compounder is ready for takeoff.

Apr 20•Andrew Pogue

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Recent posts

Pharos Energy

A stock that could earn their EV in less than two years at $90 Brent.

Apr 9•Andrew Pogue

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Get $1 for $.28?

A government handout is ready to be harvested.

Mar 31•Andrew Pogue

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Solitron Devices (SODI)

Small cap, missile defense beneficiary undergoing a strategic review.

Mar 20•Andrew Pogue

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High Conviction: The Deep Moat Compounder

Demonstrated operating prowess meets industry tailwinds to form a business likely to compound for a long time to come.

Mar 18•Andrew Pogue

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