NoBrainerStocks
@NoBrainerStock
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My brain capacity is limited. I wait for no-brainer investment ideas.
Joined April 2019
@SebKrog UK - $TMG(I have a writeup on this), $ZYT(@DeepValueStonks recently tweeted about this)
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One of the best and kindest investors on twitter!
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RT @DeepValueStonks: IG Design Group plc $IGR.L is a net-net trading at roughly ~54% NCAV and ~23% P/BV. Historically profitable, with soliā¦
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RT @DeepValueStonks: I recently came across a tiny UK company at 0.4 P/BV, with activists on board pushing for liquidation. After a few weeā¦
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RT @DeepValueStonks: A new large portfolio position (8% allocation) with 30-70% upside potential over the next 12 months. It's trading faā¦
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RT @DeepValueStonks: āWhen business is booming, people convince themselves that the growth will never stop. And when times get tough, suddā¦
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@LionheartInves1 My bad, I looked at it on 7/31 when it was trading at $1.2M, thought it was not cheap enough yet and within 2.5 months it is a doubleš
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"Money is so cheap that it causes people to do almost anything on the asset side, and we try to avoid doing that because we donāt want to drop our standards too fast just because the liability side is costing us so little" - Warren Buffett, 2015 Berkshire Annual Meeting
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@AltayCapital @DeepValueStonks As I publish this, the Nikkei index is down 5% today! My portfolio is down 5% in Yen(but down 0.3% in USD), meaning some of these net-nets I posted about are even more cheaper now.
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RT @narsagna: i'm building an ai powered interview assistant if you think - your hiring process is chaotic and random - and you hate takinā¦
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One of the most selfless people I was lucky enough to meet on twitter! I should do more digging into some of these names myself.
Hi everyone! I just started a new series of short writeups called "What's in my deep value portfolio?", where I share my current portfolio picks, as well as mention some recent changes to my investment strategy. Link is in the bio (no paywall). $ANX.L $CZBS $UBAB $NAII $CURN $ORCH.L $LQDA $CVN.AX $MESA $VIN.WA $SENEA $SND
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@marginofdanger $BFCC seems to be selling for 0.45x ECIP adjusted BV and around 5x PE as compared to 0.7x BV for $CZBS and $UBAB - why do you say $BFCC is not cheap?
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@hurdle_rate @Jave_t23 @DeepValueStonks Yes, and it seems like even if the delisting fails now, he can still acquire more shares in the market and try to delist again later. It seems like if Ravi wants to delist, he probably can, at least eventually.
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