There's a part of the stock market Wall Street prefers to pretend does not exist.
These companies don't have exciting stories. They don't appear at technology conferences. Their chief executives are not on television every other morning explaining how artificial intelligence will transform a business that has been selling the same basic product since 1957.
They are manufacturers, distributors, transportation companies, energy businesses and assorted industrial or consumer companies. They own real assets. They generate cash. Their stocks are often trading at prices that suggest the businesses are broken, dying or destined to remain unpopular forever.
They are dirty-cheap, unloved, and ignored.
That is exactly where we should be looking.
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The strategy is remarkably simple. We want to buy the cheapest U.S. stocks based on price to tangible book value, provided those companies are also producing large amounts of free cash flow relative to their market value.
We are not looking for wonderful companies at fair prices.
Everyone on Wall Street is already looking for those.
We are searching for decent businesses at ridiculous prices.
The starting point is tangible book value.
This is the part that matters.
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