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Value Degen’s Substack

Unemployed Value Degen, Athelas Research

Writing about small cap value stocks until I find a job or this Substack pays the bills.

Platform
Substack
PricingFreemiumPublishesDaily
Issues407SubscribersRead unemployedvaluedegen.substack.com

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Latest Issues

Recent posts by this newsletter. Browse the email archive.

Investing in Activism Part III: BitMine Immersion Technologies $BMNR

Spending five years in a Finance PhD program probably wasn’t the wisest use of time, but I did take away a few lessons.

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Investing in Activism Part II: Gamestop $GME

Ryan Cohen founded Chewy (CHWY) in 2011 at the age of 25, and he sold it to Petsmart in 2017 for $3.35 billion.

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Investing in Activism Part I: Icahn Enterprises $IEP

As a retail investor, there’s something cathartic about activism. Superstar management teams are few and far between, most are mediocre at best, predatory at worst. And there are few things as delightful as having an activist take a positio...

6 days ago
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Monday Livestream Q&A

A recording from Unemployed Value Degen's live video

7 days ago
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Authors

The writers behind this newsletter.

  • Unemployed Value Degen

    Writing about small cap value stocks until I find a job or this Substack pays the bills.

  • Athelas Research

    Investor with an interest in real assets and capital cycles. Not investment advice.

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