Value Degen’s Substack

Value Degen’s Substack

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Iran War Portfolio Winners and Losers: $VET, $LXU, $ASIX, $IPI, $TROX
The bombardment of Iran continues, opinions on the war are as varied as opinions on the stock market.
 • Unemployed Value Degen
2025 Q4 Earnings Update Part 3: $BW, $RILY, $AAOI, $CCOI (again), $ALTG
Babcock & Wilcox (BW):
 • Unemployed Value Degen
A Debt-Free Midwestern Silver Tsunami Stock. Invest with the Baby Boomer Life Cycle Tile Shop Holdings (TTSH)
My unique contribution to the Substack investing community is my focus on the Silver Tsunami; the tidal wave of aging Baby Boomers, their $80 trillion…
 • Unemployed Value Degen
What I'm Buying This Week 3/01/2026 (Paywalled Video)
Hello and welcome back to my weekly technicals video.
 • Unemployed Value Degen
1:14:36
Catch a Falling BDC with a 13.79% Dividend Yield: Trinity Capital $TRIN
Probably Not a Value Trap
 • Unemployed Value Degen
Is It Time to Buy Software? Teladoc Health $TDOC
The Software Armageddon has been ongoing now for several months, and the contagion has spread to financials and business services generally.
 • Unemployed Value Degen
2025 Q4 Earnings Update Part 2: $PTLO, $RIG, $SBSW, $CCOI, $JAKK, $TROX
Portillo’s (PTLO):
 • Unemployed Value Degen
Value Degen’s Substack
Value Degen’s Substack
Writing about small cap value stocks until I find a job or this Substack pays the bills.
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