Value Degen’s Substack
Unemployed Value Degen, Value Don't Lie, Athelas ResearchWriting about small cap value stocks until I find a job or this Substack pays the bills.
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 386 | Subscribers | Read | unemployedvaluedegen.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Five Bagging Healthcare Facilities Fast or Slow: Auna S.A. $AUNA & Medical Properties Trust $MPT
In my recent survey of the cheapest relative GICS sub-industries, in 8th place was healthcare facilities. Real estate has been in a difficult environment since interest rate hikes, but we are in a cutting cycle now, and things could start t...
What I'm Buying This Week 2/7/2026 (Paywalled Video)
Hello and welcome back to my weekly technicals video.
Model Portfolio Update: 77.88% Return Since Inception, 52.9% Annualized Return
I am going to give away two free annual subscriptions to the Unemployed Value Degen Substack.
My Chemical Romance Part IV: Already Doubled, Still Room to Double Again: Tronox $TROX
From the blackest black with Orion Engineered Carbon (OEC) to the whitest white with Tronox (TROX), the valuation on niche chemicals is commanding some attention. Tronox is a great example of having to bite the bullet and buy something that...
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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.
Value investor.
Investor with an interest in real assets and capital cycles. Not investment advice.
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