Value Degen’s Substack
Unemployed Value Degen, Archetype Capital, Chris WallerWriting about small cap value stocks until I find a job or this Substack pays the bills.
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 319 | Subscribers | Read | unemployedvaluedegen.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Financial Crisis, Fiscal Stability, & Green Stocks on Red Days
The market had quite a selloff yesterday, not because of a Trump tweet declaring a trade war on China, no. This selloff was the start of a plain old ordinary banking panic, and possibly a financial crisis.
A Ben Graham Net-Net Natural Gas Producer Trading at 0.5x Price to Book (Paywalled)
I have written about this company before, but in the last few quarters it has gotten a lot better.
The Revenge of Cathie Wood: PowerFleet Update $AIOT
There was no new writeup yesterday. I spent a few hours looking at name after name, and I didn’t happen across anything that didn’t have so much froth that it wouldn’t get posted on Reddit’s worst Guinness pour thread.
The Uranium Tourist Guide Part V: Solstice Advanced Materials $SOLS
In 2024, I had a four part series on Uranium. My big takeaway was that the CEO of Energy Fuels (UUUU) probably graduated at the bottom quintile of his class, but that the company was otherwise solid. The CEO of Uranium Energy Corp (UEC) mig...
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Authors
The writers behind this newsletter.
Writing about small cap value stocks until I find a job or this Substack pays the bills.
Readers are leaders
Looking for hidden gems in the small cap value space. See www.hiddengemsinvesting.com and www.pluralinvesting.com.
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