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]

@BullTradeDotCom @FinanceJack44 Hahahahaah, i hope its true

[Deep Value Investing @DeepIceValue]

@FinanceJack44 Dollar amout translates into EPS

[Deep Value Investing @DeepIceValue]

@stats_feed Now droppout is a flex

[Deep Value Investing @DeepIceValue]

@irentmyleaps Not really, seems very precise

[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]

@Mapago9 very realistic.. things are not good for anything AI related

[Deep Value Investing @DeepIceValue]

@FinanceJack44 where do I mention dollar amount?

Earnings is E part of E-P-S which means earnings per share, so if you have at least half of the brain you would understand how EARNINGS are related to the stock price and MULTIPLE

[Deep Value Investing @DeepIceValue]

@KYbluegrass69 @Beth_Kindig $NVDA hshaha

[Deep Value Investing @DeepIceValue]

@Kalshi this is random, he beat Usain Bolt?

[Deep Value Investing @DeepIceValue]

CEO of $NVDA, Jensen Huang, was found eating kebab in Berlin yesterday..

He also signed the wall of the kebab place!

[Deep Value Investing @DeepIceValue]

@MsVeilMoney $AMZN, $GOOG, $MA, $V

[Deep Value Investing @DeepIceValue]

@MsVeilMoney 100$

[Deep Value Investing @DeepIceValue]

@stats_feed we know..

[Deep Value Investing @DeepIceValue]

@MZohaibKhan92 Will do

[Deep Value Investing @DeepIceValue]

@MZohaibKhan92 Thats exactly what im currently writing an article about..

[Deep Value Investing @DeepIceValue]

@MaMatigari @DudeWhoInvests Hahah woudnt be too surprised

[Deep Value Investing @DeepIceValue]

@ModernDayInves Yeah, thats true

[Deep Value Investing @DeepIceValue]

@OneIndefinite yeah but the question is about optimization of Risk and reward

[Deep Value Investing @DeepIceValue]

@Kalshi yeah, its always possible US attacks anyone

[Deep Value Investing @DeepIceValue]

@Kalshi_Finance only matter of time when they take the money

[Deep Value Investing @DeepIceValue]

@ModernDayInves what do you mean, if you picked right stocks you outperformed the market, to do it, you need skill

[Deep Value Investing @DeepIceValue]

@Kalshi well thats not good, especially coz the trend will continue