Does Deep Value Investing Still Work?

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This video is not intended to be financial advice. DO not make any investing decisions based on the contents of this video.

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I think deep value really shines in the private companies where takeover is opaque.
Hard to find deep value in the publicly traded companies.
The problem with net-net companies these days is the asset valuation.
Distressed assets is always about asset valuation from historical to mark-to-market.
The only place I know where the companies are really undervalued is Japan.
I have so much deep value but that is because they were at a discount during COVID.
I think Intel is Deep value right now and everyone hates it. It will take time for the production facilities to run.
My other deep value is Yangarra Resources, from Alberta. So cheap because they have low cashflow and are investing in more wells. I am bullish on small energy companies.

Right now I am thinking about the Japanese video game stocks. Square enix holding for example have no debts and liabilities.

rhythmandacoustics
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Picking only one? Handful of tiny positions would make for good comparison and content

Kevin-zonz
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Has anyone here looked at ADES? Good balance sheet but going through some turbulent times with catalysts ahead.

anthonyschneider
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Those questions at the end were very helpful in figuring out what to look for. Is there a list of questions you ask when looking at more conventional value stocks?

graham
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What was the Performance then? 20%? I mean an etf on the msci world would have performed better in 5 years

maxmustermann
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Good video. Are you studying finance at uni or how did you gain so much knowledge :D

dopesandwitch
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Hey Man, I just watched your video and I must say that it was really informative and well-made. I loved your videos. I was wondering if I could help you edit your videos and also make highly engaging shorts for you?

m.ehtizan
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Hello, Love your video. Is there aany reasy why your website isn't functionning today ? I live in France.

snookertv
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Some of the core rules for net net investing that I believe are not implemented on the script for the name I saw on the list:

- No Chinese Stocks
- No Companies with business in China
- At least 1 Million market cap
- Less than 100 million preferably
- No NYSE stocks
- Low Burn Rate of NCAV Year over year (less than 25%)
- Must have traded above NCAV in the last 3 years
- Positive net income in the last 10 years at least 1 time
- No oil, pharma, financial, real estate, banks or insurance and adr companies

Almost all of these you can find tests online proving to improve the performance of the companies

Not sure if it is something you can implement in a script

jorgesa