Peapod Lane Capital LLC
Old School Value Investing
We focus on the lost art of buying “net-net” style stocks
We seek independent-minded partners who invest with niche managers
About Us
Peapod invests in deeply out-of-favored companies at a substantial discount to traditional valuation metrics.
We target companies trading at a discount to liquidation or replacement value.
We focus on US-listed securities.
A unique perspective that may add value to any Portfolio
1- Behavior Economics
3- Micro and Nano Cap Stocks
1- Behavior Economics
We are contrarians. We target companies trading at a tiny fraction of their previous high. Humans have biases, and we attempt to exploit opportunities caused by those biases.
2- Margin of Safety
3- Micro and Nano Cap Stocks
1- Behavior Economics
The types of companies we invest in tend to be cash and hard asset rich and have low levels of debt.
3- Micro and Nano Cap Stocks
3- Micro and Nano Cap Stocks
3- Micro and Nano Cap Stocks
Peapod often finds the most significant price inefficiencies in sub $300 million market capitalization companies, an area ignored by most institutional investors.