Sitemap - 2026 - Value Degen’s Substack
Base Hit Investing: Gibraltar Industries $ROCK
What I'm Buying This Week 5/25/2026 (Paywalled Video)
Four Bagging Fun Bags?: Establishment Labs Holdings $ESTA
Q1 2026 Earnings Update: Abacus Global Management $ABX (Paywalled)
Two Ferocious Dips: Cogent Communications and United Logistics $CCOI, $ULH
What I’m Buying This Week 5/3/2026
Brokerage Thunderdome Tiger vs Webull: UP Fintech Holdings $TIGR
Turning Over Rocks Looking for New Ideas
What I'm Buying This Week 4/20/2026 (Paywalled Video)
Fallen Angels Part III & Small Stocks, Big Trucks Part II: Forward Air $FWRD
Fallen Angels Part II: Burford Capital $BUR
What I'm Buying This Week 4/13/2026 (Paywalled Video)
Fallen Angels Part I: New Fortress Energy $NFE
If the bottom is in, it’s time to buy some LEAPS
What I'm Buying This Week 3/29/2026 (Paywalled Video)
Small Stocks, Big Trucks Part I: Universal Logistics Holdings $ULH
Finding Value in Buy Now Pay Later: Sezzle Inc $SEZL
Weekend Update - Everything is Crazy
A Conversation with Management Part II: Alta Equipment Group $ALTG (Paywalled)
A Conversation with Management: Beeline Holdings $BLNE
What I'm Buying This Week 3/15/2026 (Paywalled Video)
Abacus Global Management is Performing Beyond my Most Optimistic Expectations $ABX
Investing in Activism Part III: BitMine Immersion Technologies $BMNR
Investing in Activism Part II: Gamestop $GME
Investing in Activism Part I: Icahn Enterprises $IEP
What I'm Buying This Week 3/08/2026 (Paywalled Video)
Iran War Portfolio Winners and Losers: $VET, $LXU, $ASIX, $IPI, $TROX
2025 Q4 Earnings Update Part 3: $BW, $RILY, $AAOI, $CCOI (again), $ALTG
What I'm Buying This Week 3/01/2026 (Paywalled Video)
Catch a Falling BDC with a 13.79% Dividend Yield: Trinity Capital $TRIN
Is It Time to Buy Software? Teladoc Health $TDOC
2025 Q4 Earnings Update Part 2: $PTLO, $RIG, $SBSW, $CCOI, $JAKK, $TROX
Value Degen Newsletter Updates
Opendoor’s Path to a Trillion Dollar Market Capitalization: $OPEN
What I'm Buying This Week 2/21/2026 (Paywalled Video)
Macro Musings 2/21/2026: Tariffs Struck Down!
2025 Q4 Earnings Update Part 1: $CROX, $NP, $OEC, $NWL
Onity Group $ONIT vs Loan Depot $LDI, a Safe Three Bagger or a Risky Ten Bagger
What I'm Buying This Week 2/15/2026 (Paywalled Video)
S&P 500 Down 2.3%, Mind the Whiplash! Buy HALO? AI and Say’s Law.
A Conversation with Management Part III: Abacus Global Management $ABX
Five Bagging Healthcare Facilities Fast or Slow: Auna S.A. $AUNA & Medical Properties Trust $MPT
What I'm Buying This Week 2/7/2026 (Paywalled Video)
Model Portfolio Update: 77.88% Return Since Inception, 52.9% Annualized Return
My Chemical Romance Part IV: Already Doubled, Still Room to Double Again: Tronox $TROX
The Price is Wrong Part II: $RKT, $RIG, $CLF, $OEC, $SPWH
What I'm Buying This Week 1/31/2026 (Paywalled Video)
Could AI Efficiencies turn this Energy Distributor into a Ten Bagger?: World Kinect Corp $WKC
The Price is Wrong: $NWL, $KSS, $CCOI
Liquid Assets and High Water Marks: Neptune Insurance Holdings $NP
What I'm Buying This Week 1/24/2026 (Paywalled Video)
Thoughts on the ICR Conference 2026 Final Post: $HELE vs $NWL, $TITN, and $ROOT
Oil & Gold are for More than Just Inflation
What I'm Buying This Week 1/19/2026 (Paywalled Video)
Microcap Fintech with Aggressive Insider Buying and Bold Promises (Paywalled)
Thoughts on the ICR Conference 2026 Day 2: Lovesac Company $LOVE, Utz Brands $UTZ
Thoughts on the ICR Conference 2026 Day 1: Portillo’s $PTLO (Paywalled)
So Goes January, So Goes the Year
What I'm Buying This Week 1/10/2026 (Paywalled Video)
The Burning Question: Ziff Davis $ZD
The Odyssey of BRC Holdings: $RILY, $RILYL, $RILYP
From Grid & Reshoring Supercycle to Small-Cap Execution: CTOS vs ALTG