Archive - Deep Value Durable Cash Flow

Bumble’s Billion Dollar Hidden Tax Shield Feeds a 47% FCF Yield

Deep value in the duopoly of online dating $BMBL

Mar 3 • Liam Tormey

December 2025

GAMB Stock: Dirt Cheap Pick-and-Shovel Gambling Growth Play

Trading at 4x FCF guiding for double digit revenue growth

Dec 31, 2025 • Liam Tormey

September 2025

Autism, Acetaminophen, RFK, and FCF

Is tylenol stock KVUE oversold and undervalued?

Sep 26, 2025 • Liam Tormey

How Nano Dimension CEO Burned 1 Billion Dollars Creating A Deep Discount Asset Play

3D printing had a second bubble in 2020.

Sep 11, 2025 • Liam Tormey

#nojs-banner { position: fixed; bottom: 0; left: 0; padding: 16px 16px 16px 32px; width: 100%; box-sizing: border-box; background: red; color: white; font-family: -apple-system, "Segoe UI", Roboto, Helvetica, Arial, sans-serif, "Apple Color Emoji", "Segoe UI Emoji", "Segoe UI Symbol"; font-size: 13px; line-height: 13px; } #nojs-banner a { color: inherit; text-decoration: underline; } This site requires JavaScript to run correctly. Please turn on JavaScript or unblock scripts