Quality Value Investing

Individual investor. Here's my substack:

[Quality Value Investing @qualityvalueinv]

@leevalueroach Other potential issue is company is perfectly fine. Perhaps even growing. But the cash just builds up on balance sheet and is not returned to shareholders. You wait years, still no dividends and the stock still does not rerate.

[Quality Value Investing @qualityvalueinv]

@vitaliyk Basically the whole sector is mispriced. Investors seem to assume a much lower gold price. B2Gold for example. Junior miners are even cheaper. Either the price of gold will go down, or the miners will all rerate.

[Quality Value Investing @qualityvalueinv]

@dirtcheapstocks Did you just buy cheap or see a catalyst?

[Quality Value Investing @qualityvalueinv]

@calvinfroedge Probably but that's a new asset class in which one needs to gain expertise to do good deals. How did you educate yourself on this market?

[Quality Value Investing @qualityvalueinv]

@umbrellavibez @sammutgabi Sure, there's a write-up on my substack. Link in my bio. It's free.

[Quality Value Investing @qualityvalueinv]

@david_katunaric Management are usually optimists that are biased to tell you about the bright side. And they shouldn't share material nonpublic information. So what useful information can you get?

[Quality Value Investing @qualityvalueinv]

@calvinfroedge Is it in the interest of China to have a toll on Hormuz? Is the idea that China will get a discount and will get advantaged compared to Japan or Taiwan?

[Quality Value Investing @qualityvalueinv]

@Floe_FS Why a new substack?

[Quality Value Investing @qualityvalueinv]

@stoiccapital72 Moury Construct?? Not often i see this name mentioned on fintwit

[Quality Value Investing @qualityvalueinv]

@DaBao_ Why the recurring jokes about Hong Kong? I don't get it

[Quality Value Investing @qualityvalueinv]

Probably means it's a good time to invest in the UK.

[Financial Times @FT]

Value of UK takeover bids outstrips new London listings by 27 to 1 https://t.co/KPjJ4oSNox

[Quality Value Investing @qualityvalueinv]

@puppyeh1 Well AI is useful for spell checks, to improve the structure of your sentences and to make your articles clearer. But sure it's possible to take it too far.

[Quality Value Investing @qualityvalueinv]

Link:
https://t.co/BCb2bCyuM4

[Quality Value Investing @qualityvalueinv]

Here's my Q2 26 review. You win some, you lose some. Hope you'll have fun reading!
Link below. 🔗

[Quality Value Investing @qualityvalueinv]

@MikeFritzell @thepunditoor I focus on small caps but my substack is more of a personal trade journal that i share.

[Quality Value Investing @qualityvalueinv]

@MikeFritzell To do that you need a lot of self confidence. It worked out for Ted Weschler, the ones who failed are now nameless. Godspeed.

[Quality Value Investing @qualityvalueinv]

@vonEverecO Ouch
Mais c'est le S2 qui compte

[Quality Value Investing @qualityvalueinv]

@investinguab @MarkBanazek Gold has been dropping as well though

[Quality Value Investing @qualityvalueinv]

@calvinfroedge Hormuz you mean