No Deep Dives
jefkeModern value investing with a focus on small and mid-cap stocks from the US, UK, and EU. But value comes in many flavors, so anything goes. "Never sell" is overrated.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 31 | Founded | 3 years ago | Last Issue | 3 months ago |
| Active | |||||
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nodeepdives.substack.comLatest Issues
Humm Group: it's a SOTP Thesis Now??
One of my previous write-ups was Humm Group at A$0.70. It was a sizeable position for me at the time, in which I saw multiple ways to win with protected downside. It has, however, not panned out as I hoped.
Quick reminder of the pitch back...
Q4 2025 Portfolio Review
I. Results
Q4 2025 Returns
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No Deep Dives Portfolio: +7.56%
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S&P 500 (in EUR): 2.63%
Really happy with the performance, especially when compared to the index returns.
Portfolio on December 31th, 2025
No Deep Dive...
Portfolio Spotlight: Humm Group (ASX:HUM)
(Note: This write up is largely LLM assisted and pulls heavily from other investors’ work. I own the stock. I am mainly trying to summarize the situation rather than add original research.
Most of the info here is sourced from the activist...
Q3 2025 Portfolio Review
This will be a shorter update than usual as real life took priority over Substack this quarter. (Nothing bad, just a few things that I needed to deal with.)
I. Results
Q3 2025 Returns
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No Deep Dives Portfolio: 10.83%
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S&P...
Q2 2025 Portfolio Review
I. Results
Q2 2025 Returns
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No Deep Dives Portfolio: 10.34%
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S&P 500 (in EUR): 2%
Combined with Q1 2025 results, this leads to a very satisfying outperformance versus the S&P 500. And when your base currency isn’t USD,...
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