Old School Value Investing

Peapod Lane partners with allocators who value independent thinking and niche strategies. 


Peapod focuses on the lost art of buying “net-net” style stocks. 


Peapod invests in deeply out-of-favor companies at a substantial discount to traditional valuation metrics. We target companies trading at a discount to liquidation or replacement value. Peapod focuses on US-listed micro and nano-cap securities.

Investor Resources

Peapod - Factsheet - 2026 July (pdf)Download
Peapod - Note - 2026 Q2 (pdf)Download
Peapod - Primer (pdf)Download
Peapod – Value Investor Insight Interview – 2026 July (pdf)Download

Podcasts

Planet MicroCap (Podcast)Planet MicroCap (YOUTUBE)

Library

Peapod - Note - 2025 Q4 (pdf)Download
Peapod - Note - 2025 Q2 (pdf)Download
Peapod - Note - 2024 Q4 (pdf)Download
Peapod - Note - 2024 Q2 (pdf)Download
Peapod - Note - 2023 Q4 (pdf)Download

Contact

Martin Friederichs

mf@peapodlane.com


 We would be pleased to connect—virtually or in person—to discuss how Peapod may complement your existing portfolio exposures. 



We serve HNW individuals, single-family offices, endowments, and pensions via SMAs; accounts are held at Northern Trust, State Street, Charles Schwab, and Interactive Brokers.

Disclosures

Form CRS Peapod Lane 2026 (pdf)Download
Peapod Privacy Policy 2025 (pdf)Download

Copyright © 2026 Peapod Lane Capital LLC - All Rights Reserved.


Powered by