Cluseau Research

Dividends, Discounts, Diamonds in the Rough

An Inflecting Pawn Shop at 7x Earnings, a Japanese Software Developer at 12x, a Newly Restructured Bank with a Soon-To-Be 9% Dividend, and a 8.3% Bank…

Sep 10 • 

Cluseau Research

37

August 2025

Shifting Into "Rates Down"

Six Names Across Banking and Real Estate Poised to Benefit from Rate Cuts

Aug 29 • 

Cluseau Research

56

Juicing The Market, One Repurchase at a Time

The Most Powerful Factor in Asia: The Buyback Factor

Aug 14 • 

Cluseau Research

49

July 2025

Riding the Uplisting Wave

Uplisting Basics - What They Are and How to Find Them

Jul 30 • 

Cluseau Research

52

Betting on Capital Markets with a Value Twist

1.05x Tangible Book Value and 9x Trailing Earnings - Too Cheap to Ignore?

Jul 17 • 

Cluseau Research

22

A Value Investor's Paradise

What to Focus On and Common Pitfalls to Avoid with Japanese Equities

Jul 11 • 

Cluseau Research

73

June 2025

Identifying, Structuring, and Sizing a Value Trade

A 4-Step Framework to Separate Value Trades from Value Traps

Jun 30 • 

Cluseau Research

137

May 2025

Chain Bridge Bancorp - Where Political Cash Sleeps at Night $CBNA

Why Bet on Politics When You Can Bank It?

May 28 • 

Cluseau Research

111

November 2024

It's Just More Fun the Second Time Around - $CBL, You Decide

When Life Hands you Lemons, Declare Chapter 11 and Try Again

Nov 20, 2024 • 

Cluseau Research

131

August 2024

The Fastest Growing Bank You've Never Heard Of - $VBNK, You Decide

Versabank - The Little Antisocial Bank That Could Pt. 2

Aug 26, 2024 • 

Cluseau Research

93

July 2024

In a World Full of 50's, A Beautiful 5- $IGIC, You Decide

International General Insurance - The Little Insurer That Could Pt. 2

Jul 18, 2024 • 

Cluseau Research

75

April 2024

$CUBI - Trouble in Paradise or an Easy Bar to Clear

My $CUBI Earnings Punt for Today - Manifestation of my low IQ or a Well Reasoned Trade - You Decide.

Apr 25, 2024 • 

Cluseau Research

17