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A Year of Discipline: +27.7%
My reflections on 2025.
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This Financial Times Article Just Made History
Aug 8, 2025
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One of the Cheapest Net-Nets I've Ever Seen
Mar 24, 2025
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Buy When There's Blood on the Carpet
Nov 19, 2025
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'How Much Lower Can It Go?'
Oct 11, 2024
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Actionable Ideas
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Buy When There's Blood on the Carpet
Is 1/4th of book value the floor?
Nov 19, 2025
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Anexo Group (ANX.L): A Special Situation With Potential for ~98.6% IRR (or Nothing)
It's a steal! Literally.
Aug 13, 2025
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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
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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
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Let Me Explain...
A special sit with estimated +29.4% return.
Feb 19, 2025
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Worth More Dead Than Alive - 1/13/2024 Update
Currently my single largest portfolio position (15%)
Jan 13, 2025
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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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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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Portfolio Updates
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A Year of Discipline: +27.7%
My reflections on 2025
Jan 16
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Urgent: To All Zytronic ($ZYT.L) Shareholders
Please, don't forget to vote.
Sep 21, 2025
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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
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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, 2025
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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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What's in my Deep Value Portfolio? #1
A quick update on my current picks, as of 09/07/2024.
Jul 9, 2024
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Deep Value 101
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This Financial Times Article Just Made History
How Delusional People Make Delusional Choices
Aug 8, 2025
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Deep Value 101: Important And Knowable
The most reliable way to outperform the market
Jul 22, 2025
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Deep Value 101: What Makes A Stock Cheap?
Have a No-Bullshit Approach To Investing.
Jul 10, 2025
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About me
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Learn more about how I invest here
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