# deep value (blogs) — RSS Amplifier Recent posts from the 4 feeds in the RSS Amplifier directory that cover deep value. Page: Feed: --- ## [Coffee Holding Co. (JVA) Q2 Results Analysis](https://stockpursuit.substack.com/p/coffee-holding-co-jva-q2-results) _2026-08-18 · Stock Pursuit · Stock Pursuit_ The stock is down 20% below NTAV, still profitable ## [GOOG is the new AAPL](https://valueinvesting.substack.com/p/goog-is-the-new-aapl) _2026-08-16 · @ValueInvesting · Value Investing Substack_ The rationale behind Buffett's new investment ## [Retiring on $1 Million At 15% Yield](https://valueinvesting.substack.com/p/retiring-on-1-million-at-15-yield) _2026-08-12 · @ValueInvesting · Value Investing Substack_ You only need 7.2% CAGR to retire in 20 years ## [Inside Via Transportation's (VIA) Financials: A Debt-Free Growth Story](https://stockpursuit.substack.com/p/inside-via-transportations-via-financials) _2026-08-11 · Stock Pursuit · Stock Pursuit_ Breaking Down Via's Valuation, Losses Narrow as Pipeline Grows ## [LULU at 9x PE](https://valueinvesting.substack.com/p/lulu-12351) _2026-08-06 · @ValueInvesting · Value Investing Substack_ It needs to stop chasing Nike and return to its roots by becoming Alo/Vuori ## [Why I'm Betting on Via Transportation (VIA)](https://stockpursuit.substack.com/p/why-im-betting-on-via-transportation) _2026-08-05 · Stock Pursuit · Stock Pursuit_ Via Transportation's business model and the Sioux Falls turnaround that grabbed my attention. ## [Recognising a pattern: A supportive shareholder, Structural acceleration, at an inflection point](https://madeinjapan.substack.com/p/quick-note-recurring-revenues-completely) _2026-08-05 · Made in Japan · Made In Japan_ Applied Hikari Sciences ## [What Really Matters](https://valueinvesting.substack.com/p/what-really-matters) _2026-07-31 · @ValueInvesting · Value Investing Substack_ It's not about "value" or "growth". It's about cumulative yield. ## [I'm Researching Via Transportation (VIA)](https://stockpursuit.substack.com/p/im-researching-via-transportation) _2026-07-31 · Stock Pursuit · Stock Pursuit_ Consistent 30% top-line growth, strong balance sheet and targeting profitability ## [NWF Group: An enduring, profitable consolidator and likely takeover target](https://underlyingvalue.substack.com/p/deep-value-meet-catalysts) _2026-07-25 · Andrew Pogue · Underlying Value_ An enduring, profitable consolidator at ~4.6x operating profit w/ buyout optionality. ## [Sync bookmarks across every browser (Sponsored)](https://crawlproof.com/a/Cy2ZAIrJI7Jb) _2026-07-25 · **Sponsored**_ Two-way sync across Chrome, Firefox and Safari; built-in ad and tracker blocker. ## [Ep.4: How to invest in Japanese growth stocks with Praveen Kumar](https://madeinjapan.substack.com/p/ep4-how-to-invest-in-japanese-growth) _2026-07-22 · Made in Japan · Made In Japan_ The Made in Japan podcast podcast is supported by out listeners. ## [Poll: Which Stock Should I Analyze Next?](https://valueinvesting.substack.com/p/poll-which-stock-should-i-analyze) _2026-07-22 · @ValueInvesting · Value Investing Substack_ For my next paid article ## [Making of a Maintenance Giant: Sanki+ Shin Maint](https://madeinjapan.substack.com/p/sanki-services-and-shin-maint-merging) _2026-07-19 · Made in Japan · Made In Japan_ So...What now? ## [PDD at 2x EV/EBIT](https://valueinvesting.substack.com/p/pdd-8414) _2026-07-19 · @ValueInvesting · Value Investing Substack_ Himalaya Capital's Li Lu made this stock his 3rd largest position ## [Electrovaya New Amazon Agreement and Investment](https://stockpursuit.substack.com/p/electrovaya-new-amazon-agreement) _2026-07-16 · Stock Pursuit · Stock Pursuit_ ELVA announced a commercial agreement and a warrant investment from Amazon ## [\[New Episode Out Soon\] How to invest in Japanese growth stocks](https://madeinjapan.substack.com/p/new-episode-out-soon-finding-value) _2026-07-16 · Made in Japan · Made In Japan_ Out Next Wednesday ## [Japan Idea radar #4](https://madeinjapan.substack.com/p/japan-idea-radar-4) _2026-07-12 · Made in Japan · Made In Japan_ From Cheap Recurring revenues to Deep Value Semi opportunities ## [Deep Value in Oil and Gas](https://underlyingvalue.substack.com/p/deep-value-in-oil-and-gas-aka-black) _2026-07-12 · Andrew Pogue · Underlying Value_ Investments that aren’t reliant on a crisis to generate strong returns. ## [Deep Value Investing in an Overvalued World](https://valueinvesting.substack.com/p/deep-value-investing-in-an-overvalued) _2026-07-12 · @ValueInvesting · Value Investing Substack_ How does a deep value investor remain competitive in today's markets? ## [Fervo Energy Phase II Drilling On Track](https://stockpursuit.substack.com/p/fervo-energy-phase-ii-drilling-on) _2026-07-11 · Stock Pursuit · Stock Pursuit_ The ninth well showed 143% increase in drilling rate over first well ## [Pirate.io on Google Play (Sponsored)](https://crawlproof.com/a/JYB4AlTCB0Z2) _2026-07-11 · **Sponsored**_ Open the Pirate.io listing on Google Play to view the app’s details. ## [An Investment in Scarce Assets](https://underlyingvalue.substack.com/p/an-investment-in-scarce-assets) _2026-07-01 · Andrew Pogue · Underlying Value_ Trading below tangible book with an operating business sub-4x operating income. ## [FuelCell Energy (FCEL) Fit Energy Deal](https://stockpursuit.substack.com/p/fuelcell-energy-fcel-fit-energy-deal) _2026-06-29 · Stock Pursuit · Stock Pursuit_ Analyst upgrades following new 380 megawatt contract and financing ## [CHTR at 3.5x PE](https://valueinvesting.substack.com/p/chtr-12965) _2026-06-26 · @ValueInvesting · Value Investing Substack_ Treating the equity slice as debt yielding nearly 30% ## [SES AI (SES): AI Infrastructure, Drones and AI Chemistry](https://stockpursuit.substack.com/p/ses-ai-ses-ai-infrastructure-drones) _2026-06-25 · Stock Pursuit · Stock Pursuit_ A unique, undiscovered MIT Battery spin-out opportunity in crowded industries ## [EP.3: A masterclass in activism with Masumi Nishida from Dalton Investments](https://madeinjapan.substack.com/p/ep3-a-masterclass-in-activism-with) _2026-06-24 · Made in Japan · Made In Japan_ Out now! ## [iOCO: Deep Value with a Compounding Playbook](https://underlyingvalue.substack.com/p/ioco-deep-value-with-a-compounding) _2026-06-21 · Andrew Pogue · Underlying Value_ Rhys generated a 7x return in seven years last time he ran this playbook. ## [\[Early Access\] EP.3: A masterclass in activism with Masumi Nishida](https://madeinjapan.substack.com/p/early-access-ep3-a-masterclass-in) _2026-06-20 · Made in Japan · Made In Japan_ Dear readers and listeners. ## [I'm Researching SES AI (SES)](https://stockpursuit.substack.com/p/im-researching-ses-ai-ses) _2026-06-19 · Stock Pursuit · Stock Pursuit_ Emerging growth in energy storage, drone batteries, AI novel battery science platform ## [Yes, INTC Should Raise Equity](https://valueinvesting.substack.com/p/yes-intc-should-raise-equity) _2026-06-15 · @ValueInvesting · Value Investing Substack_ Doing the math behind a 10% dilution + EPS impact ## [A quick note on a 120 year old Japanese Chemical Company at the heart of the GPUs CPUs and Memory](https://madeinjapan.substack.com/p/a-quick-note-on-a-120-year-old-japanese) _2026-06-14 · Made in Japan · Made In Japan_ A hidden champion in the Memory and Logic Chip value chain that apparently no one cares about trading at 6x EBITDA ## [Trade Smarter With IBKR (Sponsored)](https://crawlproof.com/a/t46lsQQtijqt) _2026-06-14 · **Sponsored**_ Join Interactive Brokers through a referral and access low-cost global trading. ## [Mtron (MPTI)](https://stockpursuit.substack.com/p/mtron-mpti) _2026-06-09 · Stock Pursuit · Stock Pursuit_ A Pristine Balance Sheet and Record Backlog in the Heart of Defense Spending ## [Berkshire should buy INTU](https://valueinvesting.substack.com/p/intu-29676) _2026-06-07 · @ValueInvesting · Value Investing Substack_ Two Wonderful Businesses at a Fair Price ## [Aimia (TSX: AIM): Ready for Takeoff](https://underlyingvalue.substack.com/p/aimia-tsx-aim-ready-for-takeoff) _2026-06-04 · Andrew Pogue · Underlying Value_ A permanent compounding machine. ## [Kyowa Corp: Is it still cheap at 8.3x P/E, 2.1x EBITDA?](https://madeinjapan.substack.com/p/kyowa-corp-is-it-still-cheap-at-83x) _2026-05-30 · Made in Japan · Made In Japan_ Earnings grew +41% last quarter ## [Earnings Review May 2026](https://madeinjapan.substack.com/p/earnings-review-may-2026) _2026-05-20 · Made in Japan · Made In Japan_ Part 1 Everything between Deep Value and AI ## [High Conviction: The Iceberg](https://underlyingvalue.substack.com/p/high-conviction-the-iceberg) _2026-05-14 · Andrew Pogue · Underlying Value_ When most of the value is hidden beneath the surface. ## [Greenfield Discovery](https://underlyingvalue.substack.com/p/greenfield-discovery) _2026-05-07 · Andrew Pogue · Underlying Value_ Deep value (with a catalyst) is on the way. ## [Chrysos (ASX: C79): The Cash Machine](https://underlyingvalue.substack.com/p/high-conviction-the-cash-machine) _2026-04-20 · Andrew Pogue · Underlying Value_ A long-term organic compounder is ready for takeoff. ## [Pharos Energy \*Exited\*](https://underlyingvalue.substack.com/p/pharos-energy) _2026-04-09 · Andrew Pogue · Underlying Value_ A stock that could earn their EV in less than two years at $90 Brent. ## [Get $1 for $.28?](https://underlyingvalue.substack.com/p/get-1-for-28) _2026-03-31 · Andrew Pogue · Underlying Value_ A government handout is ready to be harvested.