Calls
1
u/Haunting_Win_7959
Reddit r/ValueInvesting
Win Rate
0.0%
return
-7.0%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jul 10
$71.00
-7.0%
MCCK has an enterprise value of ~$136M against TTM net income of $82M (EV/Earnings <2x), a fortress balance sheet with 75% of market cap in cash, and 22+ years of profitability. OTC listing and lack of analyst coverage create a severe pricing anomaly; the CEO’s cash hoarding and roll-up strategy imply even higher intrinsic value when deployed. At less than 2x earnings with stable operations, MCCK offers a margin of safety and potential catalyst from eventual listing or acquisition ramp. Low liquidity (OTC), CEO’s commodity bets (gold) could impair value, no dividends, and long wait for value realization.
MCCK has an enterprise value of ~$136M against TTM net income of $82M (EV/Earnings <2x), a fortress balance sheet with 75% of market cap in cash, and 22+ years of profitability. OTC listing and lack of analyst coverage create a severe pricing anomaly; the CEO’s cash hoarding and roll-up strategy imply even higher intrinsic value when deployed. At less than 2x earnings with stable operations, MCCK offers a margin of safety and potential catalyst from eventual listing or acquisition ramp. Low liquidity (OTC), CEO’s commodity bets (gold) could impair value, no dividends, and long wait for value realization.
Construction & Infrastructure
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u/Haunting_Win_7959 has 1 trade ideas tracked on Buzzberg across 1 tickers since July 2026. Most covered: MCCK.
