DeepValue Capital
DeepValue CapitalInvesting in Quality Overlooked Turnarounds | +300% from Jan 2024 to Oct 2025
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 109 | Subscribers | Read | deepvaluecapitalbykyler.substack.co... |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
DV Capital | Owens & Minor | Revival in the Making
Owens & Minor is dumping its low-margin business, going lean, and setting up for a massive run investors aren’t ready for.
DV Capital | Valaris | The Inevitable Boom
A detailed write up on an offshore oil driller with a rock solid balance sheet and leverage to the upside along with Q3 earnings information.
October 2025 Portfolio Update | +115.95% YTD
A dedicated look at portfolio performance, position details, buys & sells, and a concise look at every positions thesis.
DV Capital | Boeing | The Miracle of Kelly Ortberg
Q3 2025 update covering the details from the call followed by my full thesis with the tailwinds, risks, and valuation.
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Authors
The writers behind this newsletter.
Investing in Quality Overlooked Turnarounds | +300.01% from Jan 2024 to Oct 2025
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