Stock Pursuit
I research domestic deep value equities below net tangible asset value, net current asset value or net cash.
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 85 | Founded | 4 years ago | Last Issue | 6 days ago |
| Active | |||||
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stockpursuit.substack.comLatest Issues
Fervo Energy Signs 396 MW Deal With Google
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Google Doubles Down
Fervo Energy (FRVO) announced a 396 MW binding power purchase agreement from Google today. It was covered in the Wallstreet Journal.
Thei...
The AI Cybersecurity Thematic
I want to share my thoughts on several industries that I see having strong potential to outperform in the years ahead. The rapid growth of artificial intelligence is an important catalyst for each of them: pharmaceuticals, biotechnology, ge...
Cronos Group (CRON) Standout Quarter Breakdown
If you are not familiar with Cronos Group (CRON) I really recommend reading my Cronos Group deep-dive from last summer here.
They are a cannabinoid company that cultivates, produces, and markets cannabis and cannabis-derived products in Ca...
Coffee Holding Co. (JVA) Q2 Results Analysis
In their last quarter, coffee bean prices dropped 25%, sales dipped 5% and Coffee Holding Company (JVA) still turned a profit.
I'm always looking for the next quality net-net and sub net tangible asset (NTAV) value stock. Lately, as has be...
Inside Via Transportation's (VIA) Financials: A Debt-Free Growth Story
Breaking Down Via's Valuation, Losses Narrow as Pipeline Grows
Via Transportation just reported its Q2 2026 results. The numbers tell the story. Revenue is growing, losses narrowing, and management is still pointing to Q4 2026 as the quart...
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The writers behind this newsletter.
My focus here is domestic deep value equities below net current asset value (NCAV) or net tangible asset value (NTAV). I started investing in the mid 1990s. I previously worked at a U.S. top 10 financial firm as a financial advisor.
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