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 | 69 | Founded | 3 years ago | Last Issue | 14 days ago |
| Active | |||||
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stockpursuit.substack.comLatest Issues
Fervo Energy (FRVO) Part II
Fervo Energy just opened for trading this afternoon and is trading in the $38’s.
If you missed my first article on the massive potential of geothermal to provide clean energy to the grid and data centers I recommend reading it for an in-d...
Powering The AI Boom: Fervo Energy IPO (FRVO)
An Emerging Energy Industry: Enhanced geothermal will play a part in data center power
Grab a cup of coffee or tea. I’ve got an important one today. In this article I am going to present the case why enhanced geothermal power plants are an...
I'm Working On Something
I’m going down the rabbit hole on research on an industry that is not popular and misunderstood by many. I see a turning point happening now, thanks to technological improvements and energy demand. I’m going to keep it under wraps for now,...
You Can Get Exposure To OpenAI, Anthropic, SpaceX
My focus here on Substack has been and always will be deep value stocks. From time to time when I see a strong theme I will share some thematic stocks. I did that here with the rare earths in early 2025 where I linked to my thesis and my fa...
Deep Value Roundup Part II
It’s been a while since I first started digging into these deep value plays, and the journey has been anything but dull. Today’s final roundup is all about revisiting those ideas, seeing what’s changed, and why I still think they have room...
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| Subscribers | Engagement | 69 | Monthly Web Visits | ||
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Authors
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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