ABOUT ANALYZING BARGAIN STOCKS

ABOUT ANALYZING BARGAIN STOCKS
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Analyzing Bargain Stocks (“ABS”) is a research publication focused on the cheapest 1–2% of global stocks.
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The work is rooted in Benjamin Graham’s idea that a margin of safety matters more than precise forecasting.
 
In practice, that means looking for neglected small and micro-cap stocks, NCAVs, asset plays, balance-sheet-rich businesses, and other mispriced situations where downside appears limited relative to upside.
 
ABS is written by AuditorInvestor, a pseudonymous analyst. The pseudonym is deliberate. It keeps the focus where it belongs: on the quality of the research, the clarity of the process, and the public record of results. The standard here is not personal branding. It is time-stamped work, rational underwriting, and honest post-mortems.
 
What you will find here:
 
• Deep research on global microcaps and small caps that larger funds and mainstream media often ignore
 
• A balance-sheet-first approach grounded in liquidation value, earning power, capital allocation, and business quality
 
• A selective pipeline of 24–48 high-conviction ideas each year
 
• Archived case studies, framework notes, and post-mortems designed to help
investors think better, not just chase tips
 
This publication is built for investors who care first about avoiding permanent capital loss and second about upside. Many of the best opportunities are obscure, illiquid, misunderstood, or temporarily unattractive. That is often where the margin of safety is greatest.
 
Public proof matters here. Since inception on August 2, 2022, the first 35 ABS ideas have appreciated 107.1% versus 65.9% for the MSCI World Index. Seventy-one ideas have appreciated more than 40%, including dividends.
 
Earlier, from March 2020 to June 2021, 111 free ideas published on the former public blog appreciated an average of 50.7% versus 20.0% for the S&P 500 over the same period. All archive reports are time-stamped and can be revisited.
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The goal is simple: give serious individual investors access to disciplined, global deep-value research without the noise, churn, or storytelling that dominates most market commentary.
 
Start with the free archive or the free 5-email course. If you want current research, new reports, and ongoing updates, join the premium service.
 
Important: ABS provides research opinions, not personalized investment advice. Microcaps and illiquid securities can move sharply, and facts can change after publication. Always do your own work.