Real Worth Stocks by Stephen Gamble

Real Worth Stocks by Stephen Gamble

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Sitemap - 2025 - Real Worth Stocks by Stephen Gamble

Growing telecoms company with 90% recurring revenue at 13x P/E, and >20% ROIC

September 2025 Real Worth Stocks Portfolio Review

NewPrinces (NWL): a European food producer at 6x EV:EBITDA, growing very fast through acquisition

Dotcom bust stock with net operating loss (NOL) carry forwards >10x current market cap, trading under net cash, seeking to acquire businesses

Beaten down UK microcap with 15% free cash flow yield trading near all-time low multiple

Alpha Group International (ALPH): >30% growth CAGR at a 14x P/E multiple, in takeover discussions

Foreign exchange and payments company with >20% revenue growth

A Japanese net-net valued at 56% of net current asset value

2024 Real Worth Stocks portfolio performance and thoughts for 2025

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