Bonus Content for Annual Subscribers
Save 20% with an annual subscription and also receive additional content.
To celebrate my first year on Substack I decided to create a special offer for all annual subscribers.
If you’re thinking of subscribing, I have outlined the extra benefits you’ll receive when you choose the annual subscription instead of the standard monthly.
To access all the bonus content below, simply reply to any email or send me a DM to request it.
I’ll reply immediately with all of the links you need to view it all. You can simply bookmark these links and check them periodically.
I also mail out the links at the beginning of each month to all annual subscribers.
Here’s what you get with your annual subscription:
The 20% Discount
This is pretty simple. When you buy the annual, you save 20% on the cost of the subscription.
Access All My Best Ideas
Every day I search for cheap stocks that match my qualifying criteria.
The first step is to ensure they won’t die anytime soon, but focusing on balance sheets with high levels of net-cash and insignificant debts.
Next, I look for temporary uncertainties that can be solved be any normal management team.
Finally, the price needs to be so cheap that it would be almost impossible to lose money, if buying the whole business in the real-world.
Every single stock I publish is a stock that qualifies for my own portfolio.
You’ll receive unrestricted access to every single qualifying idea I find and publish.
Access My Portfolio-Stocks
I have created a ‘collection’ on substack that displays only the stocks that I’m currently holding.
My portfolio is always between 7-20 stocks, depending on the opportunities available.
This isn’t a signals service but it does allow any reasonably intelligent person to follow along with what I’m holding.
Whenever I cash out a stock or add a new one, the page is updated so that it only reflects current holdings.
Warren Buffett Case-Studies
I have studied books, blogs, articles, podcasts, and videos on specific investments made by Buffett during his deep-value era.
I’ve gathered together dozens of different investments.
I have written each one up into a simple case study, so you can understand why he found the set-up so appealing, what the valuation looked like when he invested, and how it all played out.
If you’re hungry for deep-value case studies from the world’s most successful ever deep-value investor, you’ll probably enjoy this collection.
Coming Soon…
I’m currently working on a few different collections that appeal to investors at different stages of their development:
Superinvestor Case-Studies - Review real deep-value investments made by Ben Graham, Walter Schloss, Peter Cundill, Joel Greenblatt, and more.
Net-Nets - Every qualifying stock I find that also happens to be trading below NCAV.
Cigar-Butts - Every qualifying idea that also happens to be trading below TBV.
Geographic Collections - For those that only invest in a specific country such as the US, Japan, UK or Europe. There will be a collection for each.
Cap-Size Stocks - For those looking for specific market cap ranges, including nano, micro, small, medium and large (rarely).
Value-Traps - For those learning deep-value and looking for examples of what makes a value-trap and how to spot them.
Special-Situations - For those that specialise in unique set-ups with special circumstances.
Deep-Value Lessons - For new investors trying to get to grips with the deep-value approach.
Deep-Value Guest Posts - Occasionally, I publish deep-value ideas from other writers here on Substack, within a single collection.
The annual subscription includes access to every new idea that I publish, but it also includes exclusive access to all of the bonus collections above.
You can subscribe (or upgrade) to an annual subscription below: