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Cundill Deep Value

Plain, disciplined analysis on overlooked companies — deep value, hard assets, and hidden opportunities the market ignores.

Newsletter · By FRAGMENTS · Official site

Indexed issues, last 90 days
16
Latest publication
Sep 29, 2026
Audience
Checking…
Earliest in this view
Aug 30, 2026

Latest issues

  1. Issue · Sep 29, 2026

    DEEP VALUE REPORT — Octave Specialty Group ($OSG) (opens the original)

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    <img alt="" class="sizing-normal" height="819" src="https://substackcdn.com/image/fetch/$s_!09uf!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F24dead76-ba88-44ea-95e1-25c00fec6a5d_1672x941.png"

  2. Issue · Sep 27, 2026

    FUND MANAGER SERIES — TIM McELVAINE (opens the original)

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    <img alt="" class="sizing-normal" height="819" src="https://substackcdn.com/image/fetch/$s_!UsDg!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fcf5d4561-7858-41be-a209-5664d252d9fc_1672x941.png"

  3. Issue · Sep 26, 2026

    How Much of Our Judgment Belongs to the Paint? (opens the original)

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    <img alt="" class="sizing-normal" height="819" src="https://substackcdn.com/image/fetch/$s_!I9uL!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fb0930663-c349-4aa1-847c-728872af21b6_1672x941.png"

  4. Issue · Sep 24, 2026

    Cable One: $17 a Share and $4.3 Billion to Get Through (opens the original)

    Excerpt · Neutral tone

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    <img alt="" class="sizing-normal" height="819" src="https://substackcdn.com/image/fetch/$s_!OG6n!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F18d94f89-98e4-43d2-8862-48edb857e53d_1672x941.png"

  5. Issue · Sep 22, 2026

    DEEP VALUE REPORT — Five Point Holdings ($FPH) (opens the original)

    Excerpt · Neutral tone

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    <img alt="" class="sizing-normal" height="819" src="https://substackcdn.com/image/fetch/$s_!FzIx!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F2a0f106f-f23e-4729-a5f2-c53545ec19f0_1672x941.png"

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