Cheap call option play on a business transformation
1
Global Payments - big cap payment processor at 10x earnings (vs. 20x historic average)
5
TFSL - super cheap bank (pre thrift conversion) with 8% yield
4
Microcap grower at 10% FCF yield
1
Net cash balance sheet, good revenue growth, big sell off this year!
1
Mattel - turnaround nearly done, stock trading at 7.9x EBITDA
Growing microcap at <10x earnings / 6x EBITDA
1
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Value Don't Lie