Real Worth Stocks by Stephen Gamble

Real Worth Stocks by Stephen Gamble

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September 2025 Real Worth Stocks Portfolio Review
5 buying opportunities, 6 holds, and all stocks reviewed for recent news
 • RealWorthStocks-Stephen Gamble
NewPrinces (NWL): a European food producer at 6x EV:EBITDA, growing very fast through acquisition
Quadrupled in size in the last 12 months, with a strategic pivot into supermarkets
 • RealWorthStocks-Stephen Gamble
Dotcom bust stock with net operating loss (NOL) carry forwards >10x current market cap, trading under net cash, seeking to acquire…
Partnered with global PE firm to find good acquisition targets
 • RealWorthStocks-Stephen Gamble
Beaten down UK microcap with 15% free cash flow yield trading near all-time low multiple
Forecast 18% FCF yield for FY2025, with restructuring actions taken in FY2024
 • RealWorthStocks-Stephen Gamble
Alpha Group International (ALPH): >30% growth CAGR at a 14x P/E multiple, in takeover discussions
Business model, competitors, earnings quality, risks, and appraisal
 • RealWorthStocks-Stephen Gamble
Foreign exchange and payments company with >20% revenue growth
This foreign exchange and payments company is rapidly growing its revenue (40% CAGR since 2020) and moat as it expands its geographical footprint, and…
 • RealWorthStocks-Stephen Gamble
A Japanese net-net valued at 56% of net current asset value
More net cash and investments than the current market cap.
 • RealWorthStocks-Stephen Gamble
Real Worth Stocks by Stephen Gamble
Real Worth Stocks by Stephen Gamble
Stock investing analysis & write ups, small and mid cap value, Ben Graham net-nets, merger arbitrage and liquidations

Real Worth Stocks by Stephen Gamble

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