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Deep Value 101: What Makes A Stock Cheap?
Have a No-Bullshit Approach To Investing.
Jul 10
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Stonks Value
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Deep Value 101: What Makes A Stock Cheap?
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May 2025
What's In My Deep Value Portfolio? #3 [Part 2/2]
YTD return: +17.11%; A detailed portfolio update for my paid subscribers (as of 5/26/2025)
May 29
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Stonks Value
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What's In My Deep Value Portfolio? #3 [Part 2/2]
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What's In My Deep Value Portfolio? #3 [Part 1/2]
YTD return: +13.51%; portfolio update as of 5/21/2025.
May 21
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Stonks Value
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What's In My Deep Value Portfolio? #3 [Part 1/2]
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April 2025
Deep Value (Literally) Underground
A German Microcap Net-Net, Trading at Just 39% of Book Value, 53.5% of NCAV, P/E of 8, with 3% Dividend Yield.
Apr 8
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Stonks Value
5
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Deep Value (Literally) Underground
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March 2025
One of the Cheapest Net-Nets I've Ever Seen
European Net-Net at ~30% of Book Value, ~5 P/E, with 75% of Market Cap in Cash, Consistently Profitable For 15 Years, and No Debt (4.2% Div. Yield)
Mar 24
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Stonks Value
13
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One of the Cheapest Net-Nets I've Ever Seen
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February 2025
Let Me Explain...
A special sit with estimated +29.4% return.
Feb 19
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Stonks Value
5
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Let Me Explain...
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January 2025
Worth More Dead Than Alive - 1/13/2024 Update
Currently my single largest portfolio position (15%)
Jan 13
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Stonks Value
6
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Worth More Dead Than Alive - 1/13/2024 Update
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December 2024
Worth More Dead Than Alive
A new liquidation idea with 30-70% upside potential, downside well-protected, and activists on board (currently, 8% of my portfolio)
Dec 11, 2024
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Stonks Value
9
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Worth More Dead Than Alive
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November 2024
What's in my Deep Value Portfolio? #2
[11/22/2024] A quick update on my current picks.
Nov 22, 2024
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Stonks Value
35
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What's in my Deep Value Portfolio? #2
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Exploiting Cyclical Companies For Outsized Returns — Part [2/2]
Part 2 of my personal experience with cyclical stocks + 5 net-nets from the steel industry
Nov 14, 2024
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Stonks Value
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Exploiting Cyclical Companies For Outsized Returns — Part [2/2]
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October 2024
Exploiting Cyclical Companies For Outsized Returns — Part [1/2]
“When business is booming, people convince themselves that the growth will never stop. And when times get tough, suddenly everyone believes the downturn…
Oct 24, 2024
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Stonks Value
24
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Exploiting Cyclical Companies For Outsized Returns — Part [1/2]
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'How Much Lower Can It Go?'
A tale of a Polish net-net trading at an absurd 16.9% of book value and 40.5% of NCAV.
Oct 11, 2024
8
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'How Much Lower Can It Go?'
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