Deep value stock hunter - US & Canada. Expanding to Japan & Korea. Live positions (poor af) + weekly dumps. Value with degen energy. Do your own DD ๐Ÿ’Ž

Toronto, Ontario
Joined June 2021
MONTHLY TRACKER UPDATE: ๐Ÿฆ๐Ÿ’ธ Tweet + EOD price โ†’ Aug 12 performance: โ€ข $WEN (Jun 26) $7.33 โ†’ $8.66 (+18% ๐Ÿ”๐Ÿš€) โ€ข $PYPL (Jun 29) $44.29 โ†’ $59.20 (+34% ๐Ÿ’ณ๐ŸŒ•) โ€ข $ADBE (Jul 5) ~$220 โ†’ $258.75 (+18% ๐Ÿ“ˆ๐ŸŽจ) โ€ข $BIIB (Jul 18) ~$206 โ†’ $203.89 (โ€“1% ๐Ÿคก๐Ÿ’ค) โ€ข $LDOS (Jul 23) ~$109 โ†’ $140.89 (+29% ๐Ÿ”ฅ๐Ÿ›ก๏ธ) โ€ข $COP (Jul 26) ~$120 โ†’ $127.30 (+6% ๐Ÿ›ข๏ธโ›ฝ) โ€ข $CTSH (Jul 24) $45.45 โ†’ $58.60 (+29% ๐Ÿ’Ž๐Ÿ’ป) โ€ข $FISV (Aug 1) $53.94 โ†’ $52.72 (โ€“2% ๐Ÿฉธ๐Ÿ“‰) โ€ข $SMCI (Aug 5) $30.32 โ†’ $37.61 (+24% โšก๐Ÿ–ฅ๏ธ) โ€ข $IT (Aug 9) $185.60 โ†’ $187.27 (+1% ๐Ÿ“Š๐Ÿคทโ€โ™‚๏ธ) Tendies are cooking. ๐Ÿ—๐Ÿ”ฅ No rug pulled yet. Bags are light af for now. ๐ŸŽ’ Wifeโ€™s boyfriend approved. ๐Ÿค๐Ÿ† What do you think of the scorecard, apes? ๐Ÿฆง๐Ÿ‘‡ Follow for more degeneracy | NFA | Do your own DD. ๐Ÿค๐Ÿšจ
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Deep Value Regard retweeted
This scene out of the Bible makes me want to run ๐Ÿƒโ€โ™‚๏ธ through a brick ๐Ÿงฑ wallโ€ผ๏ธ Get it in you. ๐Ÿ‘๐Ÿป Christ is most definitely King. ๐Ÿ‘‘
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Deep Value Regard retweeted
We must speak up for Christians who are being slaughtered in Nigeria.
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Over 200,000 people killed in Africa, 72% in Nigeria by Islamists. Why are we silent? Where is the rage?
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Psalms 103
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Deep Value Regard retweeted
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Pray for Nigeria Christians May God help us in Nigeria
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Deep Value Regard retweeted
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Deep Value Regard retweeted
Dรญas despuรฉs de denunciar la persecuciรณn contra los cristianos en Nigeria, el reverendo Ezekiel Dachomo vuelve a estar de luto, mientras sepulta a mรกs miembros de su iglesia en medio de los continuos ataques y persecuciรณn de parte del Islam en Nigeria. ยกINTERCEDAMOS A DIOS POR LA IGLESIA PERSEGUIDA EN NIGERIA Y POR EL REV. EZEQUIEL DACHOMO! ๐Ÿ™
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Deep Value Regard retweeted
JUST IN: Nebius Group is down roughly 20% since Michael Burry disclosed his short position
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Deep Value Regard retweeted
CRWV CDS quoted points up
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Deep Value Regard retweeted
๐Ÿ’ŽGLORY BE TO GOD AMEN๐Ÿ’Ž Ephesians 6.12 (kJV) 12.ย For we wrestle not against flesh and blood, but against principalities, against powers, against the rulers of the darkness of this world, against spiritual wickedness in high places. Amen Amen and AMEN (Jesus is King)๐Ÿ‘‘
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Deep Value Regard retweeted
This is why satan can't repent and the reason why his fate is sealed. Very profound๐Ÿ’ฏ
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Deep Value Regard retweeted
Lord let your name be glorified in my life
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Deep Value Regard retweeted
Jesus Christ is literally God.
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1/ $CF trades at ~$119. At that price the market assumes its cash flow shrinks about 4.5% a year, forever. Over the last 3 years it was roughly flat. What the filings say, and the case against ๐Ÿงต
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6/ In a recession scenario the model gets ~$92, about 23% under the price. So the real question is whether CF's cheap US natural gas keeps its margins well above the sector average.
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7/ What I'd check next: โ€ข Nitrogen and natural-gas prices โ€ข The 10-K debt schedule โ€ข Whether 2025 margins hold through 2026 Not financial advice. Model output from public filings, price as of Oct 14. Do your own work.
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