The Stonkstack | Substack

A Year of Discipline: +27.7%

My reflections on 2025.

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This Financial Times Article Just Made History

Aug 8, 2025 • The Stonkstack

One of the Cheapest Net-Nets I've Ever Seen

Mar 24, 2025 • The Stonkstack

Buy When There's Blood on the Carpet

Nov 19, 2025 • The Stonkstack

'How Much Lower Can It Go?'

Oct 11, 2024

Actionable Ideas

Buy When There's Blood on the Carpet

Is 1/4th of book value the floor?

Nov 19, 2025 • The Stonkstack

Anexo Group (ANX.L): A Special Situation With Potential for ~98.6% IRR (or Nothing)

It's a steal! Literally.

Aug 13, 2025 • The Stonkstack

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, 2025 • The Stonkstack

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, 2025 • The Stonkstack

Let Me Explain...

A special sit with estimated +29.4% return.

Feb 19, 2025 • The Stonkstack

Worth More Dead Than Alive - 1/13/2024 Update

Currently my single largest portfolio position (15%)

Jan 13, 2025 • The Stonkstack

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 • The Stonkstack

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 • The Stonkstack

Portfolio Updates

A Year of Discipline: +27.7%

My reflections on 2025

Jan 16 • The Stonkstack

Urgent: To All Zytronic ($ZYT.L) Shareholders

Please, don't forget to vote.

Sep 21, 2025 • The Stonkstack

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, 2025 • The Stonkstack

What's In My Deep Value Portfolio? #3 [Part 1/2]

YTD return: +13.51%; portfolio update as of 5/21/2025.

May 21, 2025 • The Stonkstack

What's in my Deep Value Portfolio? #2

[11/22/2024] A quick update on my current picks.

Nov 22, 2024 • The Stonkstack

What's in my Deep Value Portfolio? #1

A quick update on my current picks, as of 09/07/2024.

Jul 9, 2024 • The Stonkstack

Deep Value 101

This Financial Times Article Just Made History

How Delusional People Make Delusional Choices

Aug 8, 2025 • The Stonkstack

Deep Value 101: Important And Knowable

The most reliable way to outperform the market

Jul 22, 2025 • The Stonkstack

Deep Value 101: What Makes A Stock Cheap?

Have a No-Bullshit Approach To Investing.

Jul 10, 2025 • The Stonkstack

About me

Learn more about how I invest here

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