Lee Roach
@leevalueroach
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I’m interested in post bankruptcy, NAV, and undervalued micro and nano cap stocks. Margin of safety over everything. I write about cheap stocks.
Joined August 2023
Of course that’s your contention. You’re a first-year deep value investor. You just finished The Intelligent Investor, think net-nets are a cheat code, and you’re tweeting P/B ratios like they’re scripture. Right now, it’s all about Ben Graham, "margin of safety," "cigar
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$NVRI call option activity looked suspicious today. Wonder what insiders are doing with this delayed earnings report? Front running?
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Berkshire just dropped $9.7B on a chemical business trading at 8× EBITDA. Wall Street laughed. But here’s the thing: that deal quietly revalued an entire sector overnight. Similar names are trading around 4x EBITDA. And you get an ammo business for free. Check my latest in
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I am short all the stocks that are going down and I am long all the stocks that are going up
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BREAKING: Gold prices collapsing as there are more sellers than buyers.
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BREAKING: Mamdani's odds continue to rise, despite Eric Adams endorsing Cuomo. Is NYC going all-in on socialism?
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I am rotating my entire portfolio from fake haven gold to safe haven Beyond Meat.
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I just convinced a small investment bank on Long Island to give me 8% convertible debt with a ten year term for $250 million. I’m going to use this new cash pile to buy physical nickels. I’ve called up 1,234 banks and they are all delivering these nickels to my ranch. Once
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It’s 2054. Value investors have won. The world has rejected growth, innovation, and technology. Everyone only invests in companies trading below book value. You run a diner. A man walks in wearing khakis from 1997 and carrying a binder full of 10-Ks. He orders a coffee and
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$GEO and $CXW are flying right now. These were sold off from the government shutdown. Price action is saying the shutdown is about to end. Any other good stocks that sold off from the shutdown that haven't moved?
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“Real-world impact has come much faster with AI than it did with mobile.” -Mike Krieger AI is already changing budgets, workflows, and P&Ls. We sat with @mikeyk, CPO at Anthropic. Here’s what he told me: • How AI is driving revenue today • Sonnet 4.5: Opus-level brains at
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$NVRI January calls are flying. Looks like a deal for Clean Earth might be going through. Follow the money.
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Value investors are some of the best buyers on earth. They know how to dig through filings, model cash flows, and find obscure compounders trading at 6x EBITDA. But when it comes to short selling? They’re historically awful. They shorted: • Bitcoin – “intrinsic value = 0” •
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Funny how the entire internet goes down when AWS blows up. Own physical metals.
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$CLF mooning after they said they will expand rare earth supply
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The love (and hate) of a deep value stock is perhaps one of the dirtiest and strongest drugs on the planet. Smoke-filled boardrooms where a CFO explains why their real estate “isn’t on the balance sheet.” You’ve had your third coffee and fifth cigarette, tracing depreciation
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I Bought $250,000 Worth of Physical Nickels No, that’s not a typo. That’s 5 million coins. 55,000 pounds of American metal stacked in boxes from a local bank vault — an asset the government literally can’t print anymore. Most people would call it insane. But let me explain the
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🐶your pet. after dark. introducing spooky night - our new ai video effect that transforms your pets into halloween icons. wanna try it for free with your pet? for the next 48h: like retweet follow @picsartai and we’ll dm you free picsart credits to try it.
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People who constantly quote Buffett are usually either underperforming managers or outright charlatans.
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