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A U.S. Based Microcap Company Priced at Less than Liquidation Value Paying a 7.5% Dividend Yield
This U.S. based microcap has high insider ownership, owns a paid off industrial property that could be worth the entire market cap, and has ample cash…
Sep 28
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Clayton Capital Insights
5
Two Small Regional Banks at a Discount to Book Value that are Likely M&A Targets
These banks are now in play to be acquired since the three-year clock has passed since their IPO
Sep 17
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Clayton Capital Insights
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Shoe Station Group: A Profitable Debt Free Retailer at 54% of Book Value
The original turnaround plan wasn’t working. Management has pivoted. At roughly $13.38 per share, Shoe Station Group offers a debt-free balance sheet, a…
Sep 8
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Clayton Capital Insights
6
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An Update on Two Real Estate Liquidations
Attractive IRR Potential with Downside Protection and Low Market Correlation
Sep 1
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Clayton Capital Insights
6
August 2026
Proficient Auto Logistics: 25% Market Share, 5x Normalized Free Cash Flow, Insider Buying
The recent Hansen & Adkins acquisition could turn a struggling auto hauler into the dominant player in a consolidating niche.
Aug 20
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Clayton Capital Insights
7
QVC: Anatomy of a Distressed Debt Investment
How I Bought QVC’s 2043 Bonds at 45 Cents on the Dollar and Navigated a Chapter 11 Restructuring
Aug 11
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Clayton Capital Insights
13
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Copart: An A+ Business at an Attractive Price
Why I Bought Copart Near a Five-Year Low
Aug 3
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Clayton Capital Insights
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July 2026
Mobility Global Spinoff: A Rare Combination of Quality and Value
Why the CARFAX owner may be one of the most compelling spin-offs of 2026.
Jul 2
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Clayton Capital Insights
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June 2026
Reviewing All of My Investment Ideas: A Performance Update
Evaluating the results of 30 publicly documented investment ideas and the portfolio behind them.
Jun 24
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Clayton Capital Insights
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The Power of Stock Buybacks
How Great Management Teams Buy a Dollar for Fifty Cents
Jun 19
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Clayton Capital Insights
10
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The Math Behind Stock Returns
Why Starting Valuation Dictates Future Returns
Jun 17
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Clayton Capital Insights
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Charter Communications at a Rock Bottom Price: Is the Market Overestimating the Fiber Threat?
With free cash flow temporarily depressed by network investments and the pending Cox merger, the market may be overlooking Charter's normalized earnings…
Jun 4
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Clayton Capital Insights
4
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