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Signals In The Noise: Deep Value Meets Growth
A 5G microcap that's a bargain even after a large run up
22 hrs ago
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Fairlight Capital
2
The Time Machine
Back to the Past: a roll-up business with a large growth runway ahead
Sep 1
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Fairlight Capital
2
August 2025
Tech Turnaround With Potential For More Than 100% Upside
Aug 24
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Fairlight Capital
July 2025
Mad Markets: Buffett Partnership Letters (1959)
Jul 31
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Fairlight Capital
1
Would That Be Worth Something To You?
A small, growing US company, seemingly from the far future
Jul 22
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Fairlight Capital
Crouching Tiger, Hidden Stock: And It Pays to Be Patient
10% dividend yield, founder-owned, cash-rich
Jul 14
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Fairlight Capital
2
Mad Markets: Buffett Partnership Letters (1958)
Buffett's second full year of operations
Jul 6
•
Fairlight Capital
6
Marine Services Turnaround Trading at 3x Normalized Enterprise Valuation with Accelerating Cash Balances
From Crisis to Turnaround
Jul 3
•
Fairlight Capital
3
1
June 2025
Beneath The Surface
North American innovative engineering company expanding into global markets
Jun 22
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Fairlight Capital
2
Back In The Mix: A Forgotten CaaS Business
Overlooked, but not for long: management signals 2025 growth
Jun 15
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Fairlight Capital
3
High-Growth East Asian Tech Stock Trading At 7x Forward Earnings
Strong growth, rising margins, and a re-rating in waiting
Jun 8
•
Fairlight Capital
3
The Digital Bank Growing Like A Fintech
A remarkably cheap, digital-first bank with 35% growth
Jun 1
•
Fairlight Capital
1
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