Deep Value Investing

Value Investor beating the S&P 500 | +22% annually over a decade!
Helping normal people beat the S&P 500 and avoid the risk!
Focused on compounding not chasing!

[Deep Value Investing @DeepIceValue]

Superinvestor John Armitage - Egerton Capital updated fund's Q3 portfolio!!!

HIS BIGGEST SELL WAS $GOOG !! 🤯

He sold 36% of his position..

He also FULLY sold: $AMAT, $UBER, $RIOT, $EFX ..

He also reduced positions in: $VMC, $MDLN, $IBKR, $V, $MCO, $MA ..

It also looks like all the money from $GOOG went into $AMZN (increased his position by 32%), $SPGI (add 124%)!!!!

His new positions are $ICE, $META, $DIS, $TMO ..

I love this portfolio rotation, look very similar to mine..

[Deep Value Investing @DeepIceValue]

@AsgerAI yeah, I think lot of people think that..

But its common that after year of outperformance we get year(s) of stagnation

$HIMS, $PLTR, $GOOG, $MU (coming soon)..

Im making article about it, will post it tomorrow

[Deep Value Investing @DeepIceValue]

Just to let you know..

$BRK.B is outperforming $GOOG, $META and $TSLA YTD..

[Deep Value Investing @DeepIceValue]

@dimitrisnatsis 👀

[Deep Value Investing @DeepIceValue]

Superinvestor John Armitage - Egerton Capital updated fund's Q3 portfolio!!!

HIS BIGGEST SELL WAS $GOOG !! 🤯

He sold 36% of his position..

He also FULLY sold: $AMAT, $UBER, $RIOT, $EFX ..

He also reduced positions in: $VMC, $MDLN, $IBKR, $V, $MCO, $MA ..

It also looks like all the money from $GOOG went into $AMZN (increased his position by 32%), $SPGI (add 124%)!!!!

His new positions are $ICE, $META, $DIS, $TMO ..

I love this portfolio rotation, look very similar to mine..

[Deep Value Investing @DeepIceValue]

@Hollandpar91513 dont think so.. i watched recent podcast, he seems very smart and things he says makes so much sense

[Deep Value Investing @DeepIceValue]

@TheBrilliantBu1 yeah gotcha, just a rest for brain

[Deep Value Investing @DeepIceValue]

Good morning guys, its finally weekend!

Are you relieved the stock market is closed or cant wait for it to open again? 😆

[Deep Value Investing @DeepIceValue]

@KevinTh24552036 he was not them, obv.. he had it and its selling now

[Deep Value Investing @DeepIceValue]

@TheBrilliantBu1 down on AI?

[Deep Value Investing @DeepIceValue]

@AJButton2 It looked too good for me, had to get it

[Deep Value Investing @DeepIceValue]

@AJButton2 Do you have any $MA or $V or $SPGI?

[Deep Value Investing @DeepIceValue]

@AJButton2 Ok cool, but berkshire is an etf 😋

[Deep Value Investing @DeepIceValue]

@drayinvests Nobody expected

[Deep Value Investing @DeepIceValue]

@themomentumplay Its going in that direction

[Deep Value Investing @DeepIceValue]

@AJButton2 But i assume your portfolio is kinda balanced, positions are not crazy sized, or am I wrong?

[Deep Value Investing @DeepIceValue]

@CamperdownCo Hahahah, im unsure now

[Deep Value Investing @DeepIceValue]

@VulcanMK5 Yeah, not the same, aws is more integrated and different

[Deep Value Investing @DeepIceValue]

@NotA_Bull Yeah, i realized how my top position was breaking all time highs every day

[Deep Value Investing @DeepIceValue]

@DividendDynasty @stock_analysisx High price 😁

[Deep Value Investing @DeepIceValue]

@MarketAssetsIQ Yeah reducing risk where there is competition

[Deep Value Investing @DeepIceValue]

@fitnessFahim I agree, at least for 2 dayz