DVB
18.5K posts

DVB
@DeepValueBagger
$8M NW | fatFIRE | Peter Lynch 2.0. Long term investor 90%, trade 10%, chasing deep value baggers. Building agentic equity research platform. e/acc
Bahamas Katılım Şubat 2024
589 Takip Edilen45.5K Takipçiler

@DeepValueBagger Everything is running but not seeing much “new ATH screenshots” here on X.
English

@DeepValueBagger Catching every last dollar is where we might lose the ones we already gained.
You have to preserve your capital too and capture your gains. Love it brother, beast of a run and you still have more left to capture. Congratulations.
English

@DeepValueBagger Goal wasn’t to degen, I already do that in my private accounts. Goal is to show people they can build real wealth by building long lasting portfolios
English

@DeepValueBagger 900% in 3 years in the best bull run in a decade needs more context.
The alpha over index matters more than the return. What did SPY do in the same window? That's the only number that tells you if the edge is real.
English

I view my investments within the entire market (sector, and cross sector). I have high conviction commentary that comes from my depth of knowledge and experience.
You won't hear me say:
- Neutral: $META earning is good, but price is down -- market does not get it.
- Neutral: $DUOL is 5 times its sales, it's so undervalued and market is scared.
- This stock could 10x.
- Twist every bad news into a good news.
Every post is a bit of insight even if you may disagree with it. Sometimes commentary may sound bearish, but it just means I like another company more given the news. I know people like posts that empathize with you "your stock is down, the market doesn't get it". I'm not here for that. I'm a realist. It's probably very unusual for people to hear. Things can change on the dime. This level alertness allow me to do 900% in 3 short years.
English

@DeepValueBagger @StockSavvyShay Her track record aside, ARK flows still move names in the short term. Dismissing the signal entirely means ignoring order flow that algos and momentum traders actively front-run. You don't have to agree with the thesis to trade the positioning effect.
English

@GhostCapitalBoo it had to be done. i rotated some to $MU all good
English

@DeepValueBagger Right? I had no idea either until I started using codex /goal and hooked it with X and perplexity api to find all combos worth experimenting.
English



















