About The Newsletter
Deep-Value Stocks is a designed to provide actionable ideas, based on stocks I’ve been researching myself.
Each idea shares the same general characteristics:
Healthy businesses with net-cash and consistently profitable FCF, and, of course, a ridiculously cheap price.
We’re searching for businesses that we would buy, without hesitation, in the real-world.
Everything is adjusted for the lens of the private owner, trying to assess how much cash could be extracted without impairing the operations.
Each week I alternate between free ideas and premium ideas.
Every idea follows the same framework, but the premium ones are the best quality with the most downside protection.
If you enjoy the free ideas, you’ll probably love the premium ones.
About Mr Deep-Value
I’m a professional investor based in the UK. I work from home and manage my own capital, alongside that of my close family.
My business is buying and selling businesses via the stock market.
My brokerage account is my store, and the market is both my sole customer and supplier.
My strategy is the equivalent of buying cheap fur coats in July and sunscreen in December, and selling them when demand and prices recover.
I’m not interested in trying to find growth or businesses in transformation. I simply want to find businesses trading far below what they’re actually worth, today.
When the price re-rates towards the fair value, I cash out and recycle the money into another.
I formerly bought and sold SME businesses in the real-world, and use that same valuation framework in the stock market.
Of all the businesses I’ve ever had, this is the one that never feels like ‘work’.
