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Benevolus
Benevolus
A stock selling at 53% of net asset value, liquidating.

A stock selling at 53% of net asset value, liquidating.

(or how I learned to stop worrying and love the wait)

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Benevolus
Jun 12, 2025
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Benevolus
Benevolus
A stock selling at 53% of net asset value, liquidating.
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A big thanks to Hughie at Liquidation Stocks, this was on one of his watchlists.

Similar to a recent write-up by Dirt, I recently looked at a microcap Canadian REIT that is discounted by 47% and that is undergoing a strategic review and likely liquidation. This stock is deeply undervalued, and the value will be realized eventually. The only thing uncertain is the time frame. Still, if you buy something at half off, and it takes 4 years for that value to be realized, that is still a respectable 19% CAGR.

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