My Space with Brandon and Aharon on value investing with ultra diversified portfolios.
Guys, be honest with me, did I destroy the English language or was it ok? 😂
https://t.co/wyUwg6iQJp
I hope you guys enjoy this week's Value Hive Podcast episode.
Deep Value Investing 101 Twitter Spaces with @BuyCheapNPray and @theotheraharon
You can beat the market owning hundreds (500+) of left-for-dead, quantitatively cheap stocks.
Listen how 👇
https://t.co/ZMJObOIEun
What's going on with $BAK lol? Is it going BK? I had a limit buy order. Didn't even know it got filled. Now I look and I'm down around 25% lol. Wondering if I should average down or is it hopeless? 🤔
@RecoveryTrade I think it requires at least 50 positions. If I remember what Graham said. I don't know how many I have currently. Would need to check. Prolly a bit above 100
$BQ My first time seeing 1000% on one of my positions. 11x baby. Went from nothing to being a 3% position on its fucking own. By the way I was able to sell the position at $35.64 while making the tweet ☺️
@ArenaManCapital France is not a cheap country. But if you mean avoiding expensive cities like Paris to live in cheaper ones than I guess even the US can be cheap. That said social perks are nice in France and cultural events and many restaurants are affordable. But taxes are super high.
No, I’m not. The moment you open the 10-K of a company trading at 0.3× tangible book, it’s like a succubus of deferred tax assets emerges, whispering “temporary impairment” while you realize the CFO’s last name matches the auditor’s. You scroll further and your Tylenol-induced autism from 12 years of watching Buffett interviews amplifies every red flag to 100 dB in your skull. You check your phone and see the stock just dropped another 18% because the CEO “retired to pursue other interests.” Instead of clarity you start convincing yourself the land value alone justifies enterprise value while another press release drops — “strategic review initiated.”
These filings never prepare you for the horrors that can ensue from deep value. You ever hear a microcap blow earnings like a humpback whale in mating season? I have. It’s horrific — guidance reduced, covenant breach imminent, each disclosure driving you further insane wondering how much “non-recurring” expense one quarter can hold. Just because a balance sheet looks pristine doesn’t mean the business isn’t bleeding to death behind it. Ben Graham warned us, but we didn’t listen.
You think it’s over. It’s not. Post-analysis, one might hope for peace — but you’ll hear the “HARGH… PUI” of another goodwill write-down hitting the income statement. God help you if they classify it as “adjusted EBITDA neutral.” The great spitting sirens of finance aren’t the meme-stock bros — it’s the auditors washing your intrinsic value down the sink while you doomscroll Fintel for insider buys that never come.
Lord help you when the catalyst never arrives. You thought you were buying a cigar butt with one puff left, but turns out it was soaked in diesel and lit by management’s stock-based comp. But it’s too late — you’ve averaged down three times and told your followers this was “the most asymmetric setup of 2025.” Thoughts and prayers.
Deep value was the intelligence community’s final psyop — to convince men that “margin of safety” still exists in an era where the only safety is selling to the next fool before the delisting notice hits.
God I love trash value. Account was opened not even 2 months ago and look at all these insane winners. $BQ 5x. $AGMH 4X $SLNHP 3X soon $SPRC 2X
I already sold a few winners too.
Told y'all niggas deep trash reduces vol like nothing else. Mean reversion is da truth.
West Africa. I went to a bootcamp on Eco-entrepreneurship in a agro ecology farm for a week. Very limited Internet. People came from a few countries to attend. Really had a ton of fun. INSANE networking. Oh and I learned how to grow strawberries and raise ducks and rabbits 😅