DeepValue Capital
DeepValue CapitalI’m Kyler Johnson. I specialize in data-driven turnaround investing | +269.01% from Jan 2024 to March 2026
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 151 | Subscribers | Read | deepvaluecapitalbykyler.substack.co... |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
DV Capital | QXO | Brad Jacobs' Next Empire
In this article I lay out who Brad Jacobs is, where QXO is today, my long term thesis, the catalysts that will drive it, and why I expect $70+ per share (More than 3.5x from today’s price of ~$19)
March 2026 Portfolio Update | -8.92% YTD and +269.01% Since 2024
A dedicated look at portfolio performance, live portfolio look, updated buys & sells, and a TLDR look at every positions thesis.
DV Capital | 4 Interesting Stocks on my Research List
I’m constantly sorting through hundreds, of names to find those stocks that stand out as interesting opportunities. Here are a few that I’ve come across recently that I think are worth sharing.
DV Capital | More Demand Than They Can Handle
One business just raised prices 30% in its fastest-growing segment. Nine consecutive quarters of accelerating growth. And everyone is still selling it.
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Authors
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I’m Kyler Johnson. I specialize in data-driven turnaround investing. | +269.01% from Jan 2024 to March 2026
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