Substack · West St. Investing
3 Stocks Trading at 25% Free Cash Flow Yields
Here's 3 interesting ideas I've come across recently that are trading at bargain prices: two software companies and a 200+ year old manufacturer.
US · 1 entry · 1 publication
IP
International Paper CO /new/
- Entries
- 1
- Bullish
- 1
- Bearish
- 0
- First
- Jul 28, 2026
- Latest
- Jul 28, 2026
More bullish than bearish among those that state a stance.
Jan 25 – Oct 26 · per month
Full performance tracking Pro · free during launch
Alpha of every thesis on IP at 1, 3 and 6 months and since publication, and the full chart vs its benchmark.Free during launch: log in or sign up with your email to see it.
Sign up freeSector research that mentions it
2Substack · Zephyr’s Substack · Zephyr
The Rise of China's Robotics & Automation Sector: Part 1
Covering ESTUN, EFORT, SIASUN, BOCHU, INOVANCE, SHUANGHUAN
Timeline
Newest to oldest- July 2026 1 entry
Substack · Global Small Cap · Global Investor
Deep Dive: Interpump Group SpA (IP)
A decentralized industrial compounder built on niches, reputation and disciplined acquisitions.
Since publication IP −24.3% α −27.6 pp vs S&P 500 · USD
Prices as of the Oct 27, 2026 close. Past performance does not guarantee future results. Price-only, excluding dividends, in local currency. Data may be delayed or inaccurate. Not investment advice. How it is calculated.