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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
Aug 18
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RealWorthStocks-Stephen Gamble
2
July 2025
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
Jul 28
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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
Jul 20
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RealWorthStocks-Stephen Gamble
June 2025
Alpha Group International (ALPH): >30% growth CAGR at a 14x P/E multiple, in takeover discussions
Business model, competitors, earnings quality, risks, and appraisal
Jun 26
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RealWorthStocks-Stephen Gamble
1
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…
Jun 16
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RealWorthStocks-Stephen Gamble
March 2025
A Japanese net-net valued at 56% of net current asset value
More net cash and investments than the current market cap.
Mar 19
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RealWorthStocks-Stephen Gamble
February 2025
2024 Real Worth Stocks portfolio performance and thoughts for 2025
In this article I will break down the performance of my portfolio vs the S&P 500 in 2024.
Feb 10
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RealWorthStocks-Stephen Gamble
1
December 2024
Disruptive utility provider growing strongly in the UK market
Founder CEO leads company, with large shareholding
Dec 24, 2024
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RealWorthStocks-Stephen Gamble
1
ASML thoughts
'Picks and shovels' provider to the global semiconductor industry, or cyclically overpriced?
Dec 17, 2024
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RealWorthStocks-Stephen Gamble
Fintech disrupting their industry, growing, with net cash, at <10x P/E
Low capital requirements for growth
Dec 4, 2024
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RealWorthStocks-Stephen Gamble
November 2024
Luxury goods stock with strong growth prospects
Trading at a low multiple, with a solid balance sheet
Nov 22, 2024
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RealWorthStocks-Stephen Gamble
September 2024
September 2024 Real Worth Stocks Portfolio Review
2 buying opportunities, 10 holds, and all stocks reviewed for recent news
Sep 26, 2024
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RealWorthStocks-Stephen Gamble
1
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