It's a steal! Literally.| The Stonkstack
How Delusional People Make Delusional Choices| stonksvalue.substack.com
The most reliable way to outperform the market| stonksvalue.substack.com
Poland is a market that just keeps on giving| stonksvalue.substack.com
Have a No-Bullshit Approach To Investing.| stonksvalue.substack.com
[11/22/2024] A quick update on my current picks.| The Stonkstack
A quick update on my current picks, as of 09/07/2024.| The Stonkstack
A writeup on one of the largest suppliers of high quality frac sand, trading for 50% of the liquidation value, and my single biggest portfolio allocation, Smart Sand Inc. (SND)| stonksvalue.substack.com
“When business is booming, people convince themselves that the growth will never stop. And when times get tough, suddenly everyone believes the downturn is here to stay.”| stonksvalue.substack.com
YTD return: +17.11%; A detailed portfolio update for my paid subscribers (as of 5/26/2025)| The Stonkstack
YTD return: +13.51%; portfolio update as of 5/21/2025.| stonksvalue.substack.com
A German Microcap Net-Net, Trading at Just 39% of Book Value, 53.5% of NCAV, P/E of 8, with 3% Dividend Yield.| stonksvalue.substack.com
European Net-Net at ~30% of Book Value, ~5 P/E, with 75% of Market Cap in Cash, Consistently Profitable For 15 Years, and No Debt (4.2% Div. Yield)| stonksvalue.substack.com
A special sit with estimated +29.4% return.| stonksvalue.substack.com
Currently my single largest portfolio position (15%)| stonksvalue.substack.com
A new liquidation idea with 30-70% upside potential, downside well-protected, and activists on board (currently, 8% of my portfolio)| stonksvalue.substack.com
Part 2 of my personal experience with cyclical stocks + 5 net-nets from the steel industry| stonksvalue.substack.com
A tale of a Polish net-net trading at an absurd 16.9% of book value and 40.5% of NCAV.| stonksvalue.substack.com
A closer look at the net-net trading at 47% of NCAV from The Land of Pierogis and Profitable Cigar-Butts in which I decided to invest.| stonksvalue.substack.com
A writeup on 4 ridiculously priced Polish net-nets.| stonksvalue.substack.com
Orchard Funding Group (ORCH.L) is trading for 20% of book value and ~2 P/E, based on FY 2023 results, and an 18% dividend yield.| stonksvalue.substack.com