
Investing in turnarounds. | +257.30% from Jan 2024 to August 2026 a 61.21% CAGR
| Platform | Pricing | Freemium | Publishes | Twice weekly | |
|---|---|---|---|---|---|
| Issues | 199 | Founded | 2 years ago | Last Issue | 3 days ago |
| Active | |||||

It trades at less than half its historical valuation. Is the market right?
If you are like me VF Corp was not a name I recognize, but the brands they own are. Today 85% of revenue comes from Vans, The North Face, and Timberland.
A review of my portfolio and the markets after another month.
Hello everyone! Another month is down so it is time for un update reviewing September 2026.
Recently I wrote an article titled Opportunity in a Destroyed Sector covering 17 apparel brands and retailers that had declined significantly from all time highs to identify those that were most attractive for investment.
I identified 3 in...
Week Ending 9/24/26: Sentiment and data is pointing to where cheap stocks are, all you have to do is look, then have the patience to let it play out.
Every day I keep an eye on the important news that’s affecting the portfolio and markets...
A great brand, a beaten-down stock, and the cash flow number that isn't what it looks like.
Birkenstock can trace its roots back to the 18th century so to say the least, this brand has been through a cycle or two.
Subscribers, engagement, traffic and sponsorship for DeepValue Capital.
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Where DeepValue Capital ranks on Google, and how much search traffic it brings in.
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How this newsletter ranks in the official Substack charts.
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The writers behind this newsletter.
Investing in turnarounds. | +257.30% from Jan 2024 to August 2026 a 61.21% CAGR
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