Issue 1: Value Pitches
8 Value Pitches Worth Reading
Welcome to this week’s Value Stock Pitch Issue from PitchStack! 💼
Our team analysed 8 Value Pitches from Substack’s top finance publications.
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Oscar Health (NYSE: OSCR) — FJ Research
🇺🇸 | $ 3.28 B | Healthcare | 30% from Low
Oscar Health is a US-based health insurance company focused on leveraging technology and data to improve the consumer healthcare experience. With a market cap below $4 billion, it trades at a discount to peers despite operating at scale with stable premium revenue and high member satisfaction. Its Net Promoter Score is among the highest in the industry, reflecting strong customer loyalty and lower denial rates than competitors. By embedding itself into the US health insurance system, Oscar acts as an infrastructure layer, focusing on essential services, which positions it as a critical industry player with significant growth potential.
Showa Paxxs (JPX: 3954.T) — Cristian Leon 1200
🇯🇵 | $ 59.96 M | Cons. Disc. | 9% off High
Showa Paxxs is a leading packaging manufacturer in Japan with a global footprint, providing specialised solutions across food, pharmaceutical and industrial supply chains. The company currently has a robust financial position, with ¥8.9 billion in cash and ¥5.8 billion in marketable securities, representing almost 60% of its current assets. Trading at just 55% of its net current asset value and 38% of tangible book value, Showa Paxxs presents a deeply discounted valuation relative to its asset base. Its stable business model, serving essential industries like rice and cement, supports consistent revenue and earnings, positioning it for sustained long-term success.
Brookfield (NYSE: BAM) — Silba Deep Dives
🇺🇸 | $ 88.42 B | Finance | 12% off High
Brookfield Asset Management is a global alternative asset manager specialising in real assets, with core expertise across infrastructure, real estate, renewable power, and private equity. As of March 31, 2025, its fee-bearing capital reached $549 billion, a 20% year-over-year increase, demonstrating the scalability of its model. The firm holds $11.6 billion in unrealised carried interest, with $5.6 billion expected to be realised within three years, pointing to strong future cash flow. Brookfield’s ability to turn underperforming assets into high-performing ones continues to drive consistent value creation and support its long-term growth.
Permian Resources (NYSE: PR) — FJ Research
🇺🇸 | $10.46 B | Energy | 12% off High
Permian Resources is an independent oil and natural gas company focused on developing reserves in the Delaware Basin. With approximately 180,000 net acres and production exceeding 300,000 barrels of oil equivalent per day, the company benefits from a low breakeven cost of $40 per barrel WTI, offering resilience in volatile markets. Its strong balance sheet, featuring $400 billion in net debt and a leverage ratio under 1.0x, supports disciplined reinvestment across cycles. Led by co-CEOs with a technology-driven, capital-efficient approach, Permian Resources is well positioned for long-term per-share value creation and sustained growth.
Lemonade (NYSE: LMND) — Make Money, Make Time
🇺🇸 | $2.97 B | Finance | 25% off High
Lemonade provides various insurance products in the United States and Europe. The company recently posted 26% year-over-year revenue growth, exceeding both internal guidance and market estimates, placing it on track toward a 30% annual growth trajectory. A long-term valuation model estimates a potential share price of $376 by 2033, implying an 817% upside. Lemonade’s advanced use of telematics and data analytics, particularly in auto insurance, strengthens its ability to gain market share and build lasting competitive advantages.
TKH Group (AMS: TWEKA) — Db Silver Fox
🇪🇺 | $1.61 B | Tech | 16% off High
TKH Group designs and delivers smart vision, manufacturing, and connectivity systems across global industrial, infrastructure and telecom markets. With annual revenue of €1.7 billion, the company is well positioned to benefit from rising demand for automation and digital infrastructure. Its share price has compounded at a 7.3% CAGR while offering a 4% dividend yield, together indicating an attractive total return profile of around 11%. TKH’s strategic focus on high-tech, diversified solutions reinforces its competitive position and supports long-term, sustainable growth.
Nexstar (NASDAQ: NXST) — Accrued Interest
🇺🇸 | $5.02 B | Comm. Services | 50% from Low
Nexstar Media Group operates one of the largest portfolios of television stations and digital media assets in the United States, reaching approximately 70% of US TV households. Its unmatched scale solidifies its leadership in the local broadcast market, enabling strategic partnerships and positioning it for potential M&A activity. In 2024, Nexstar reported record revenue, driven largely by distribution fees, highlighting its strong financial performance. The company’s emphasis on live local news and NFL programming, supported by affiliations with major networks, reinforces its competitive edge in subscriber retention and political advertising.
Jubilee (LSE: JLP) — The Oak Bloke
🇬🇧 | $147.87 M | Commodities | 20% from Low
Jubilee Metals Group is a diversified metals recovery and processing company with operations across South Africa and Zambia. Its Tjate Platinum project is considered one of the world’s largest undeveloped platinum ore blocks, containing an estimated 65 million ounces of platinum group elements and gold. The recent sale of its South African operations at a $14.7 million premium has enables Jubilee to expand its focus on its copper production in Zambia. Leveraging a modular, scalable processing strategy, the company is well positioned to capitalise on rising copper demand, with the potential for rapid project payback and strong shareholder returns.
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good read