I help you find cheap stocks to beat the market.
Joined February 2025
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Mr Deep-Value retweeted
Great evening with @mr_deepvalue
Killing stocks from watch lists
Great conversations
Beers. Curry.
Perfect evening
Crazy we live so near each other and are not in London!
Mr Deep-Value retweeted
In Q1 2026 Donald Trump executed 3,500 trades and made $1.5 billion dollars. We are going to track all of Trump’s trades. And get filthy rich. Follow along
Mr Deep-Value retweeted
Mr Deep-Value retweeted
EQT is pleased to announce it has signed a definitive agreement to sell c. 44 million shares in Azelis to JNE Partners, First Pacific Advisors, LP's managed funds and accounts, and Temasek and others.
Following the Sale, EQT will hold a c.10% ownership.
Bullish $AZE.BR !!!
Mr Deep-Value retweeted
Fila with very cheap looking m&a news:
investors.filagroup.it/files…
$FILA.MI
Mr Deep-Value retweeted
This year's write-ups on Asian Century Stocks. If you're interested in any of them, join!
asiancenturystocks.com/libra…
Mr Deep-Value retweeted
This company once traded like a growth darling. Then sentiment turned – and the stock fell 70% 📉
But behind the headline drop lies a story that's far from broken... 👇
undervalued-shares.com/repor…
Mr Deep-Value retweeted
Solid report, stock doesn`t look too rich at ~7x NTM P/E here...
$KITW.L
polaris.brighterir.com/publi…
#KITW looking pretty good. Mainly shows all the things the company's control are progressing either in line or ahead of internal expectations. The shares were kicked in spring because NI changes hit both it and its customers. The opportunity in Kitwave is written up on Substack
Mr Deep-Value retweeted
My business plan is to do whatever it takes to make sure I never end up in a place like this.
Mr Deep-Value retweeted
So you have a huge advantage as a retail investor.
You have no restrictions or obligations, you can be flexible, you can follow any strategy you want, you can invest in small companies not followed by Wall Street, where you can gain an edge if you dig deep enough.
And then you decide to throw that advantage away and buy $GOOGL at 26 P/E
Mr Deep-Value retweeted
Interesting deep-value potential with PLAYSTUDIOS (MYPS)
The business's balance sheet is solid.
At $121.6m market cap vs EV $22.5m, you’re mostly buying net cash.
5-yr avg FCF is $15.1m, and management has run 8.8% 5-yr shareholder yield via buybacks, which offers a decent valuation floor.
Upside to my estimate of fair value = +72% from here.
The business is basically free-to-play mobile titles (myVEGAS, Tetris, Solitaire) tied to the playAWARDS loyalty network with partners like MGM, IHG, Bowlero etc…
Q2’25 showed softer revenue and a small net loss; shares drifted after the print. Cyclical ad/spend headwinds don’t change the cash pile or partner footprint tho.
This is a cash-rich, asset-light games platform priced as if decline is permanent.
If engagement stabilises and rewards/DTC keep scaling, the margin of safety (net cash + buybacks) offers an asymmetric return profile.
I like the price action but it’s not quite cheap enough for me. A price drop to $0.50 might get my attention tho.
It’s on the watchlist for now…
Mr Deep-Value retweeted
I ran a scan last night and pulled in at least 100 new names. Usually the number is around 3-5 per week.
