DeepValue Capital
Good companies with solvable problems at great prices. | My own money, every move on the record.
- Top in Finance
- #107
- Paid leaderboard
- #125
- Paid subscribers
- 100+ paid
- Badge
- Bestseller 100
- Followers
- 46K
- Paid plan
- $87/mo
- Recommends
- 13
other newsletters
Most-mentioned tickers
Symbols named in the headline of a post from the last 30 days, most-covered first. The number is how many of those posts mentioned it.
Read from 3 post headlines in the last 30 days. A newsletter that names a company only in the body of a post will not appear here, and a mention is not a recommendation — it only means the symbol came up.
Growth history
Subscribers (thousands, nightly)
29K on Sep 10, 2026 → 31K on Oct 21, 2026
Followers (thousands, nightly)
Rank in Substack’s finance leaderboard: #107 today · #124 a week ago · #122 a month ago
Stats worth sharing
Tracked since Sep 10, 2026 — 61 daily snapshots so far. The card below is built from what we track and refreshes nightly.
- Percentile
- Top 21%
- Best rank seen
- #95
- Rank, 7 days
- +17 places
- Rank, 30 days
- +15 places
- Followers added
- +4.9K
- Posts
- 8
- Reactions per post
- 23
- Reactions tracked
- 613
- Tickers covered
- 10
of 525 ranked finance newsletters
on Sep 20, 2026
since tracking began
last 30 days
average, recent posts
across 27 posts
in tracked posts
Most-reacted post we have seen: Opportunity in a Destroyed Sector — 72 reactions on Sep 15, 2026.
Recent posts
- Tactile (TCMD) Q3 | Margins Up 12 Quarters, Stock Down 67%
- October 2026 Portfolio Update | +236% Since 2024 and Raising My Standard
- PayPal Q3 | The Bar Is Low
- A Whole Market on Sale
- My Step-by-Step Guide to Outperformance
- Fear Causing Clear Mispricing
- Hormel (HRL) | My Target Is Down 20%. I’m Still Holding.
- VF Corp (VFC) | Deep Dive
- September 2026 Portfolio Update | -26.4% LTM and +225.26% Since 2024
Hello everyone! Another month is down so it is time for un update reviewing September 2026. In this review I’ll show you how the portfolio is performing. Thoughts on the market and where to find bargains. All of the trades I made during the month. Plus the important news for each holding, how/if it affects the thesis, and which stocks I like most at today’s prices. The Month at a Glance September was another red month, with the portfolio down 9.01% while the S&P 500 was roughly flat at -0.45%. Since 2024, despite the drawdown over the last year, my portfolio is still up 225.26%, beating the…
- Canada Goose (GOOS) | Notes
Recently I wrote an article titled Opportunity in a Destroyed Sector covering 17 apparel brands and retailers that had declined significantly from all time highs to identify those that were most attractive for investment. I identified 3 interesting enough to do more work on. Birkenstock Canada Goose VF Corp I have already written about Birkenstock . This article covers Canada Goose, answering the same question. Are they worth investing in today according to my framework of a good business at a price that will generate 30%+ internal rate of return (IRR)? Today Canada Goose trades at ~$7.70 and…
- The Data is Clear... Bargains are Out There
Every day I keep an eye on the important news that’s affecting the portfolio and markets to sort through the noise and find what actually matters. I use the information to find the best opportunities and stay up to date on the names I own. This week that means looking at where sentiment, positioning, and macro data is telling us to look for opportunities. There are lots of charts and two macro experts with very different opinions. Then to finish things off is specific news from the week on holdings in the portfolio. Lets get to it! Sentiment & Opportunity 1. Sentiment Charts CNN Fear and…
- Birkenstock (BIRK) | Notes
Let’s be honest. You’ve probably put in the work. You’ve read the filings, followed the news, listened to the calls, and still watched your returns lag. You don’t want more information. You want better results, more peace of mind, and research you can trust. That’s what I do here at DeepValue Capital. From the start of 2024 through August 2026, my portfolio is up 257.3%. The S&P 500 is up 61.16%. Those results came from concentrating in overlooked corners of the market where prices are beaten down and a lot of bad news is already reflected. Birkenstock can trace its roots back to the 18th…
← All trending finance newsletters
Data: Substack public leaderboards and publication archives, refreshed nightly, plus public beehiiv sitemaps and recommendation pages, refreshed weekly. Source for this page: DeepValue Capital. Subscriber counts are Substack’s own rounded public figures, so week-on-week changes move in steps. beehiiv audience sizes are self-reported by the publisher and are not verified. Last snapshot: Nov 9, 2026.