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ZIL2ElringKlinger AG

Deep Value Chronicles on ElringKlinger AG (ZIL2)

主要经营地:德国 详细生意模式:汽车零部件供应商(1879年成立,Dettingen/Erms)。核心:高端垫片/轻量化零件供应给OEM。E-Mobility转向:电池组管理、燃料电池技术(2025年营收€103M,YoY>100%;计划2027年break-even)。2025年总营收€1.64B...

Deep Value Chronicles1d ago
WAFSiltronic AG

Deep Value Chronicles on Siltronic AG (WAF)

主要经营地:德国 详细生意模式:全球半导体晶圆制造商(1952年成立,Freiberg/Dresden基地)。核心产品:300mm和200mm硅晶圆(高端集成电路用),服务台积电、三星、英特尔等。2025年销售€1.35B(vs 2024年€1.41B);EBITDA €316.9M(23.5% m...

Deep Value Chronicles1d ago
VELOVelo3D Inc.

The Micro-Capo on Velo3D Inc. (VELO)

主要经营地:美国 详细生意模式:金属3D打印系统开发商,面向航空航天、防务、工业应用。2025年营收$46M(+12%);毛利率-16.1%(Q4库存减值$7M冲击);净亏损$71.4M;现金重建:$1.2M→$39M;债务削减60%。Defense awards $54M(vs总营收$46M)。C...

The Micro-Capo1d ago
ULVRUnilever PLC

Theodosian Capital on Unilever PLC (ULVR)

主要经营地:英国/荷兰 详细生意模式:全球消费品巨头,并购重组:将Foods部门(Knorr、Hellmann's等)与McCormick并购,创建$20B全球调味品/酱料龙头。ULVR股东将获并购后实体55.1%股权、保留9.9%(1年后出售),获现金$15.7B用于去杠杆(目标2x EBITDA...

Theodosian Capital1d ago
TTZTotal Telcom Inc.

The Micro-Capo on Total Telcom Inc. (TTZ)

主要经营地:加拿大 详细生意模式:军事/安全监控平台开发商。产品Site-TraX(2026年3月31日发布):升级Water-TraX硬件(磁场检测、RFID、+30%电池、增强防水),服务边境安全、周边监控、人员工作安全。基于共同硬件平台,通过软件/传感器重配置进入高价值垂直市场。美国国防部验证...

The Micro-Capo1d ago
TSGTesgas S.A.

Deep Value Chronicles on Tesgas S.A. (TSG)

主要经营地:波兰 详细生意模式:波兰天然气基础设施承包商(2000年成立,Dopiewo总部)。业务:天然气管网(高中低压)、LPG/CNG/LNG站设施、管道维护。2026年签约Gaz-System基础设施项目PLN 4.92M(净),完工期至2028年11月;合约条款含延期罚款0.1%-0.2%...

Deep Value Chronicles1d ago

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50+ New Investment Ideas Daily

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Automatically collects the latest opinions and analysis from top investors on platforms like Substack, Seeking Alpha, and Twitter. AI summarizes and categorizes by industry, helping you efficiently screen for investment opportunities worth your attention.

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