Deep Value Investing

Paid subscription to my newsletter gets you: - Articles with clear reasons why stock thesis will or won't work - Focused on insights missed by the market - Access view to my personal outperforming portfolio - 24/7 chat - Q&A Join with the link below: @deepicevalue?utm_source=share&utm_medium=android&r=560po5" target="_blank" rel="nofollow noopener">substack.com/@deepicevalue?…

@FabrizioRomano Hmm, france was just bad

🚨 Luis de la Fuente: “France are great… but today they had to face the BEST TEAM IN THE WORLD”.

Who is the GOAT? 🐐 - Jim Cramer - Cathie Wood - Nancy Pelosi

@FabrizioRomano crazy, how france didnt create anything the whole game

💥🇪🇸 SPAIN ELIMINATE FRANCE AND FLY TO WORLD CUP FINAL! 🍿 Who’s been your Man of the Match?

@InvestwithDoc its kinda risky.. with all the debt and OpenAI backlog questions..

@DeepIceValue $ORCL in a good spot again

This is the list of 5% or greater holdings by funds and superinvestors.. It only includes the stocks that are close to 1 year lows.. $ORCL is leading the pack as the lowest "big" holding by funds.. $LEN has been recently bought by $BRK .. $NFLX has been hitting lows for some time now, but IMO its still not a value buy.. $DIS stock price hasnt moved for a DECADE.. $PEP just has no growth and there are better picks in the market.. $BRK is just acting like a hedge against AI, I was hoping the price would drop before I decide do pull the trigger..

@roccor23 Be patient, zoomy

@DeepIceValue I love how well this aged.

How do you know if you are an idiot? Well you look at $MU 532% returns in 1 year and you think "thats normal, maybe I should buy now.."

You can read the article here: @deepicevalue/note/c-283013816?r=560po5" target="_blank" rel="nofollow noopener">substack.com/@deepicevalue/…

The article I posted on 21st March is about the undervalued stock, which is now up 71% in a bit more than 3 months.. 📝🤯 Insane this was so cheap.. and it still doesnt look expensive..

$IBM down -25% after missing earnings.. 😱

@antibearthesis Lmao.. dude, you have net worth of 10k and you are shitting on a guy who has net worth of 300-500M, that he made mostly by investing.. 🤣 Even if you are doing it for social media to grow your following, i just hope this is not your honest opinion

Michael Burry makes $140M a year selling a course on how to buy the worst stocks imaginable.

@DimitryNakhla Prediction markets are going to get hit with regulations and more competition in the future

$ICE At 17x NTM EPS & a 6.13% FCF Yield is worth a closer look. $ICE also holds a meaningful stake in Polymarket. The exchange businesses benefit from regulatory barriers, network effects, switching costs, and data moats.

$SPCX is a $10 stock trading at $140

"You can’t believe the way that conventional wisdom invests money. They tend to rush into whatever fad has worked lately. In my opinion, a lot of them are going to get creamed." Charlie Munger - $BRK

@nikitabier good, some tweaking was needed

We're rolling out a small tweak to boost visibility of your posts to your mutuals (people who you follow back). We noticed this data was missing from the algo and it made your friends appear less in your replies. This resulted in the reply section feeling more like a battleground with people you don't recognize. This should also help clusters form around interests more easily, which many people have asked for.

@michaeljburry So sick, you are big inspiration!! Keep going 💪

Today Cassandra Unchained crossed 300,000 subscriber. 231 days from the start. michaeljburry.substack.com 346,689 Followers. 300,044 Subscribers. ALL 50 States and 212 Countries. 52% of Subscribers are from Outside the United States. I am so thankful.

@dividendumvitae What, he is not worried about the money

@DeepIceValue $MU sold totally must hurt badly

Superinvestor Guy Spier has reported no changes in his portfolio.. Last time we saw him making moves was Q4 2025, and he was closing $BABA, $GOOG, $AXP, $MA.. For people who dont know, Guy has been fighting aggressive form of brain cancer.. 🙏

Trump is saying "The Strait of Hormuz" is open.. While Iran is saying it is close.. Not sure who we should believe, but one of them usually says a lot of things that are..💩

@ICinese yeah that makes no sense, i would forbid that

@DeepIceValue Imagine giving ur money to a fund just to invest it all in berkshire 🤔

@TheMarket_Monk oh yeah, that must be #1 tbh

@DeepIceValue $MSTR

What is the stock nobody should put a single cent into? I will start: $SPCX

@Mapago9 No x.com/i/status/20748…

Will $MU hit a new ATH before end of JULY?