June 2025

May 2025

5 Money Managers that "Beat the Market"
Only 10% of money managers can beat the S&P 500. The ones that have are in a league of their own and offer important lessons for all investors.
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Benevolus
3
On Alico's Land Development and the Florida Panther
Concerns over Florida Panther conservation and the impact on Alico's land development plans are likely overblown.
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Benevolus
2
A nanocap with a 30% Return on Capital, 37% FCF/EV yield, and 100% shareholder yield on earnings.
Oh the deals you will find in nanocap land.
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Benevolus
2

April 2025

A misunderstood and unpopular company selling at 1 EV/EBIT, with a history of strong shareholder returns.
It was recently oversold due to a unique accounting adjustment. This shocked investors, but it also shocked management into making some overdue changes…
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Benevolus
4
A company that is selling at 3.8 EV/EBIT, returns 133% of earnings as dividends and that is now selling at liquidation value.
The market prices this at liquidation (expecting no future cash flows). Insiders think otherwise and are buying.
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Benevolus
1
A broadcaster with a "hidden asset" that is selling at a 63% discount
With many potential catalysts to the upside price.
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Benevolus
Backtesting Ben Graham’s net-net investment strategy in US markets from 2004-2024
US Public Equity Research
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Benevolus
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