Archive - Safe & Cheap Stocks

Unexpected attention from billionaire hedge fund managers

Net-Net at 70% NCAV with consistent, growing FCF. Buying back ~2.75% each quarter. Investment portfolio 10x since 2015.

A 'mini Hikari Tsushin' at a deep discount: the diversified investment portfolio alone covers roughly 150% of both its market cap and enterprise value.

Mar 15 • Safe&CheapStocks

December 2025

Broadleaf: 7.2x EV/FCF for Microsoft-level customer lock-in. Retention Rate 99.7% @ 40k users base. 40%+ Margins. ARPU +50% since 2022…

It’s so dominant that its initials - ‘BL’ - became the industry standard.

Dec 10, 2025 • Safe&CheapStocks

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