American Axle (AXL) faced similar issues to DAL with the trend towards electric vehicles and ICE content, but is now part of the combined DAL entity.
Source Post
Alex Roepers on two deep-value special situations: $DCH and $NOMD
Jun 15, 2026
The host and guest discuss two deep-value special situation stocks: DCH and NOMD. The host has positions in both and finds them interesting and undervalued, noting some 'dark arts' angles related to management signaling undervaluation. The discussion begins with DCH, detailing its formation through a merger and its history with Melrose Industries.
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Tickers discussed in this post
DAL is a core position with potential for a double or triple in the next 1.5-2 years based on synergies and a favorable economic outlook.
The host and guest discuss Nomad (NOMD) as a deep-value special situation stock that is very cheap and interesting.