Situation Update
It was a bit spur of the moment, but after we closed on selling our old house, we bought tickets to Bulgaria so the kids could visit their great grandmother.
Value Degen’s Substack
Writing about small cap value stocks until I find a job or this Substack pays the bills.
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Financials Roundup with a new PSG Ratio: Part 2 of 3 $FOA, $JXN, $SEZL, $SOFI
The PEG Ratio (Price to Earnings divided by Growth) is an odd sort of metric.
Financials Roundup with a new PSG Ratio: Part 1 of 3
We might be in a two to three month period of a rotation away from Artificial Intelligence beneficiaries and toward value.
What I'm Buying This Week 6/21/2026 (Paywalled Video)
Hello and welcome back to my weekly technicals video.
Base Hit Investing: Gibraltar Industries $ROCK
In this era of high torque AI bottlenecks, where some people are doubling their money in a week buying calls on Korean memory chipmakers, it feels a little anticlimactic to find a US based aluminum roofing manufacturer that will likely 2.5x over the next 24-36 months.
What I'm Buying This Week 5/25/2026 (Paywalled Video)
Hello and welcome back to my weekly technicals video.
Four Bagging Fun Bags?: Establishment Labs Holdings $ESTA
I wasn’t planning on writing about a Costa Rican breast implant research lab, and yet, here we are.
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
Thank you for bearing with me as I have been publishing less due to moving.
Q1 2026 Earnings Update: Abacus Global Management $ABX (Paywalled)
This past quarterly earnings call for Abacus Global Management (ABX) was a bit like being taken out for dinner and having a two pound lobster, but last year you were taken to the same restaurant and had a three pound lobster.
Two Ferocious Dips: Cogent Communications and United Logistics $CCOI, $ULH
Thank you for your understanding for any typographical errors, these hands are not accustomed to laptop keyboards.