Burford Capital offers little value at the current price because its core business is worth only about its $4 tangible book value per share, which has grown under 10% a year for more than a decade. That suggests management's ROIC and IRR figures are inflated or misleading. A likely YPF settlement at a 50% discount, about $3 billion, is worth roughly $9-10 a share after discounting, for a fair value near $14. x.com  x.com 

Five Point Holdings is completely mispriced, letting investors buy irreplaceable California land at roughly 50 cents on the dollar. The master-planned community developer trades at $5.60 a share against tangible book value of $10.63. x.com  x.com 

Schmid Group's turnaround is real, but at $6.87 it carries mega-cap multiples for a sub-scale company with going-concern doubt and a dilution overhang. Fully diluted it trades at 6.5x EV/sales and 54x EV/EBITDA on the bull guide, with shares possibly rising from 43M to 102M, though that is a worst-case ceiling. Management missed its FY25 revenue guide by 7% and EBITDA margin by 6 points, and now guides FY26 to €100M+ at 12%. H2 2025 did deliver €50M at 35% gross margin. x.com  x.com  x.com