The Value Road
I research nano and micro-cap value stocks. Margin of safety over everything. Anything off the beaten path.
- Top in Finance
- #177
- Paid leaderboard
- #82
- Paid subscribers
- 100+ paid
- Badge
- Bestseller 100
- Followers
- 19K
- Paid plan
- $75/mo
- Recommends
- 49
other newsletters
Growth history
Subscribers (thousands, nightly)
13K on Sep 10, 2026 → 13K on Oct 21, 2026
Followers (thousands, nightly)
Rank in Substack’s finance leaderboard: #177 today · #195 a week ago · #176 a month ago
Stats worth sharing
Tracked since Sep 10, 2026 — 62 daily snapshots so far. The card below is built from what we track and refreshes nightly.
- Percentile
- Top 34%
- Best rank seen
- #145
- Rank, 7 days
- +18 places
- Rank, 30 days
- −1 place
- Followers added
- +845
- Posts
- 7
- Reactions per post
- 10
- Reactions tracked
- 271
of 525 ranked finance newsletters
on Sep 24, 2026
since tracking began
last 30 days
average, recent posts
across 26 posts
Most-reacted post we have seen: GameStop Is Extreme Deep Value — 53 reactions on Sep 21, 2026.
Recent posts
- Trading at 1x Sales After a Second Defense Prime Win: Why I Added
- $39 Million in Cash, a $25 Million Business, and Nobody’s Looking
- Real Technology, Fragile Financing
- A 131-Year-Old Toll Booth Trading at Two Times EBITDA
- A Spin-Off Positioned for Asset Sales or a Take-Private
- A Pile of Cash with a January Deadline
- The Stock Hiding in Plain Sight
- Its Biggest Customer Just Bought the Buildings
- Buying Cash at a Discount, With a Clock Running
- A Stock Trading at 4.7x EBITDA, a 6% Yield, and a Spin-Off Nobody Believes In
- There Is a Bank That Legally Cannot Be Sold. In Three Weeks, That Expires.
- The Thesis Worked. Now What?
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Data: Substack public leaderboards and publication archives, refreshed nightly, plus public beehiiv sitemaps and recommendation pages, refreshed weekly. Source for this page: The Value Road. 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 10, 2026.