Peapod Lane Capital LLC

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.

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.  

The types of companies we invest in tend to be cash and hard asset rich and have low levels of debt. 

Peapod often finds the most significant price inefficiencies in sub $300 million market capitalization companies, an area ignored by most institutional investors.