Value Degen’s Substack

Value Degen’s Substack

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JPow’s J-Hole and other Macro Musings
It’s time to refresh my list of ideas, so if you have a stock that you think I should look into, please post it in the comments.
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Unemployed Value Degen
8
What I'm Buying This Week 8/23/2025 (Paywalled)
Hello and welcome back to my weekly technicals video.
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Unemployed Value Degen
1
58:30
Microcap growing revenue 19% year over year, growing gaming revenue 42% year over year, trading at 0.9x price to sales and with 40% net…
The reason why I am digging into this particular microcap is that it is a part of the B.
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Unemployed Value Degen
6
Green Stocks on Red Days 8/20/2025
Yesterday was an interesting day in the market, not because the NASDAQ was down 1.46%, and not because the Magnificent 7 were all red as well, but…
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Unemployed Value Degen
4
Model Portfolio Update and Q3 2025 Review: 42% Weighted Return
I have been asked many times to provide a regular update of the model portfolio, and that is a fair request.
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Unemployed Value Degen
10
My Chemical Romance (Part 2): 1.8x EBITDA, heavy insider buying, and room to 3.5x. Orion S.A. $OEC
With the market being just a bit frothy, and my chronic anchoring bias flaring up, there are more than a few sectors right now where it is hard to add…
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Unemployed Value Degen
5
What I'm Buying This Week 8/17/2025 (Paywalled)
Hello and welcome back to my weekly technicals video.
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Unemployed Value Degen
19
1:03:46
The three junior gold miners with the most growth potential (Paywalled)
The price of gold is in an interesting place right now.
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Unemployed Value Degen
11
A ten bagger in your sleep? (Part II): Sleep Number Company $SNBR vs Purple Innovation $PRPL
Things are starting to move pretty quickly in this frothy market.
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Unemployed Value Degen
6
Stairway to Heaven or Highway to Hell? ProFrac Holdings $ACDC
The market has been very unusual this past quarter.
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Unemployed Value Degen
6
The early bird gets the worm, but the second mouse gets the cheese: A-Mark $AMRK
I just typed out an obnoxiously long macro introduction about where I think gold is going, and then I cut it and saved it for another day.
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Unemployed Value Degen
6
What I'm Buying This Week 8/10/2025
Hello and welcome back to my weekly technicals video.
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Unemployed Value Degen
11
1:10:32
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