DeepValue Capital
Good companies with solvable problems at great prices. | My own money, every move on the record.
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 207 | Founded | 2 years ago | Last Issue | 44 hours ago |
| Active | |||||
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deepvaluecapitalbykyler.substack.co...Latest Issues
Cooper Standard (CPS) Q3 | Record Wins, Stock Down 61%.
An auto supplier with most of its future already booked, plus what Q3 said about oil costs, new wins, margins and the volume recovery.
This article covers Cooper Standard, an auto parts supplier that just won a record $395M of new business...
Tactile (TCMD) Q3 | Margins Up 12 Quarters, Stock Down 67%
Q3 earnings for a medical device leader with preferred products, insurance coverage for 270M+ people and a market barely tapped.
This article covers Tactile Systems, a medical device company that just reported gross margins expanding for t...
October 2026 Portfolio Update | +236% Since 2024 and Raising My Standard
Every model rebuilt and every thesis graded, plus where I am hunting after October’s rotation and what I would buy today.
PayPal Q3 | The Bar Is Low
PainPal isn’t in the headlines as much as it used to be and it’s no wonder, their stock price is up 42.5% after bottoming in Feb just two days after I sent out my deep dive and started buying.
PainPal isn’t in the headlines as much as it u...
A Whole Market on Sale
This article covers the UK, a market professional money has mostly forgotten about.
This article covers the UK, a market professional money has mostly forgotten about. Its stocks trade a third cheaper than US stocks on forward earnings and...
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Good companies with solvable problems at great prices. | My own money, every move on the record.
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