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• Value Degen’s Substack

  Writing about small cap value stocks until I find a job or this Substack pays the bills.

  10 posts · theirs

Lately

• Situation Update

  Value Degen’s Substack · 2026-07-20

• Financials Roundup with a new PSG Ratio: Part 2 of 3 $FOA, $JXN, $SEZL, $SOFI

  Value Degen’s Substack · 2026-07-09

• Financials Roundup with a new PSG Ratio: Part 1 of 3

  Value Degen’s Substack · 2026-07-06

• What I'm Buying This Week 6/21/2026 (Paywalled Video)

  Value Degen’s Substack · 2026-06-22

• Base Hit Investing: Gibraltar Industries $ROCK

  Value Degen’s Substack · 2026-05-28

• What I'm Buying This Week 5/25/2026 (Paywalled Video)

  Value Degen’s Substack · 2026-05-25

• Four Bagging Fun Bags?: Establishment Labs Holdings $ESTA

  Value Degen’s Substack · 2026-05-21

• I tried to sell my old house with Opendoor, and I got my new mortgage with Beeline Holdings (Plus Earnings Call Updates and Macro Outlook) $OPEN & $BLNE

  Value Degen’s Substack · 2026-05-19

• Q1 2026 Earnings Update: Abacus Global Management $ABX (Paywalled)

  Value Degen’s Substack · 2026-05-13

• Two Ferocious Dips: Cogent Communications and United Logistics $CCOI, $ULH

  Value Degen’s Substack · 2026-05-06

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