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Beyond the Index

Free equity research reports focused on deep value, mining, legal special situations, and arbitrage. Across our authors we publish differentiated market insights, write-ups, and observations. Our research is tailored to institutional & PA investors.

Newsletter · By Beyond the Index · Official site

Indexed issues, last 90 days
2
Latest publication
Sep 21, 2026
Audience
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Earliest in this view
Sep 14, 2026

Latest issues

  1. Issue · Sep 21, 2026

    Lufthansa: A Falling Knife or a Vertical Takeoff (opens the original)

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    Idea Introduction:Headquartered in Koln, Germany, Lufthansa is one of the world’s largest aviation companies and is Europe’s largest airline company by revenues. On mentioning the investment merits of Lufthansa, many fellow value investors have instantly rebutted with a stern ‘we don’t invest in airlines’. We believe that this dogma has left the value investor community completely oblivious to the value of Lufthansa’s MRO and logistics business, which are far more stable, high-margin businesses

  2. Issue · Sep 14, 2026

    Chatting 50-baggers and the opportunity at South Star Battery Metals (STS:TSXV) with Tiago Cunha (opens the original)

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    In the mining space, there are few areas as compelling as the graphite market. As a tough supply/demand environment has eliminated meaningful graphite supply, South Star Battery Metals (STS : TSXV) stands out as one of a select group of mining companies with a viable project that is ready to ramp production whilst trading at a deeply depressed share price and valuation. The company is backed by beneficial shareholder (~38% ownership) and Grou Capital Portfolio Manager Tiago Cunha who has steered

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