Cantillon Research · Investing
Undervalued companies
worth owning for years.
Long-term research for investors. We look for good businesses the market has mispriced, do the work from the filings, and score each one in public. Then the terminal tells us when institutions start buying.
Two kinds of research
Global · monthlyCantillon Deep ValueOverlooked companies anywhere in the world, including the US. Cheap, good, and with a reason the gap should close. Every number checked against the company's own filings.See the issues →United States · one stock at a timeThe Cantillon FileOne US company followed from sales to what is really left for owners, what the price assumes, and whether institutional money is flowing in. Every number from SEC filings.Open the File →
Deep Value issues Scorecard →
22 Oct 2026Intuitive Surgical (ISRG)Three Months Later, the Price Already Pays for the Bull WorldRead →21 Oct 2026Strattec Security (STRT)The Cash Is Real, the Cheapness Is NotRead →21 Oct 2026Motorcar Parts (MPAA)The Profit the Banks KeepRead →21 Oct 2026Gencor Industries (GENC)A Cash Box with the Lid OnRead →29 Jul 2026Shinwa (7607)A Good Business at a Fair PriceRead →23 Jul 2026NEOWIZ Re-examinedWe Downgraded Our Own Debut IssueRead →23 Jul 2026Fountaine PajotA World-Class Boatbuilder Priced at 2x Earnings Once You Strip the CashRead →
The Cantillon File All files →
The record Deep Value Portfolio →
Every published idea, how it was rated and how the thesis is tracking. Losers get the same space as winners, and exits are published whether or not they made money.
The method Read it →
The rules are public: what makes a company eligible, the twelve warning signs we check for, and how an idea is scored before it is published.
Trading on a shorter clock? The other half of Cantillon is daily research on where institutions are buying right now.
Trading research →