The #value spread is a popular method to measure how undervalued #stocks are in the market.
For deep value stocks, particularly #netnet stocks, I like to track the number of net-nets available. This number typically peaks during market sell-offs, and then closes off.
(1/n)
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For deep value stocks, particularly #netnet stocks, I like to track the number of net-nets available. This number typically peaks during market sell-offs, and then closes off.
(1/n)
👇
This recent sell-off has been no different, as the number of #netnets has been increased. In recent weeks, this number has been decreasing, suggesting these stocks are being bought up, and the value gap closing.
(2/n)
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(2/n)
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Some #netnet names I'm watching (and am long):
$SOS
$LSF
$IMCC
$LGL
$ROOT
Here's the allocation of the net-net portfolio (of course mostly #microcap 😉):
$SOS
$LSF
$IMCC
$LGL
$ROOT
Here's the allocation of the net-net portfolio (of course mostly #microcap 😉):
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