Exploring deep value stocks, Graham-style net-nets, and special situations.
~25% CAGR since inception.
I cover deep value stocks, Grahamian net-nets, special situations and alike https://twitter.com/DeepValueStonks
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Antarctic Circle Capital: Monthly deep dives into unique small-cap stocks, offering undervalued, deep value, and special situation picks. Get actionable insights, continuous updates, and early access to content.
Writing about small cap value stocks until I find a job or this Substack pays the bills.
A newsletter about value investing! Mostly focus on smaller cap value net-nets in Japan. Not affiliated with any fund. If you find my writings actionable, a paid sub is appreciated. Nothing I write is financial advice. Do your own due dilligence!
Our firm hunts for asymmetric investment opportunities and shares our portfolio decisions weekly. Not investment advice.