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Deep Value Stonks

Stonks Value

I cover deep value stocks, Grahamian net-nets, special situations and alike. ~30% CAGR since I started

Platform
Substack
PricingFreemiumPublishesWeekly
Issues6SubscribersRead stonksvalue.substack.com

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Latest Issues

Recent posts by this newsletter. Browse the email archive.

What's in my Deep Value Portfolio? #1

It has been a while since I posted any portfolio updates on Twitter. Considering that quite a lot has changed, I thought it would be nice to share what I currently own and name all the recent sells and buys.

2 months ago
21
2

Where Value Hides in Plain Sight

A closer look at the net-net trading at 47% of NCAV from The Land of Pierogis and Profitable Cigar-Butts in which I decided to invest.

2 months ago
3
2
Paid

The Land of Pierogis and Profitable Cigar-Butts

A writeup on 4 ridiculously priced Polish net-nets.

3 months ago
6
3
Paid

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  • Stonks Value

    I cover deep value stocks, Grahamian net-nets, special situations and alike https://twitter.com/DeepValueStonks

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