Ryan Messick
@ryanmessick.bsky.social
Deep Value Digest
Poker Player with 1 WSOP Bracelet
Former sports broadcaster/writer, avid (mediocre) golfer, love to travel.
Poker Player with 1 WSOP Bracelet
Former sports broadcaster/writer, avid (mediocre) golfer, love to travel.
Back in 2022 I started value investing (stock picking). It turns out I'm pretty good at it, so I decided to start sharing my research and ideas and I am launching Deep Value Digest. Below is my first post, and there's more about my process on the DVD Substack.
My first post on Substack has 10 stocks:
- 5 Net-Nets, 4 more below 1.3x NCAV
- 7 trade below 10x earnings
- All profitable businesses
I figured I would go big to launch Deep Value Digest. Let me know what you think.
#ValueInvesting #DeepValue
deepvaluedigest.substack.com/p/deep-value...
- 5 Net-Nets, 4 more below 1.3x NCAV
- 7 trade below 10x earnings
- All profitable businesses
I figured I would go big to launch Deep Value Digest. Let me know what you think.
#ValueInvesting #DeepValue
deepvaluedigest.substack.com/p/deep-value...
Deep Value in Japan
Profitable companies trading below liquidation value
deepvaluedigest.substack.com
October 20, 2025 at 6:00 PM
Back in 2022 I started value investing (stock picking). It turns out I'm pretty good at it, so I decided to start sharing my research and ideas and I am launching Deep Value Digest. Below is my first post, and there's more about my process on the DVD Substack.
Philadelphia sports radio tomorrow is going to be LIT. Just an abysmal few hours. Heads need to roll.
October 10, 2025 at 3:10 AM
Philadelphia sports radio tomorrow is going to be LIT. Just an abysmal few hours. Heads need to roll.
The Dodgers swing at good pitches and put the ball in play. The Phillies swing at bad pitches and try to hit bombs. It's playing out exactly the way it's supposed to.
October 7, 2025 at 12:11 AM
The Dodgers swing at good pitches and put the ball in play. The Phillies swing at bad pitches and try to hit bombs. It's playing out exactly the way it's supposed to.
Is the NFL's point of emphasis to make the game more enjoyable for fans by throwing meaningless taunting flags? If so, well done. Everyone I talk football with has been saying what the game needs is more flags!
September 5, 2025 at 1:23 AM
Is the NFL's point of emphasis to make the game more enjoyable for fans by throwing meaningless taunting flags? If so, well done. Everyone I talk football with has been saying what the game needs is more flags!
LOVE this pick by the Eagles. McCord is an obsessive film watcher, accurate, throws with anticipation, & I think his *floor* is a really good backup. Jalen Hurts obviously also a super hard worker who watches a lot of film. I love this for the QB room.
I think McCord is a future high level starter.
I think McCord is a future high level starter.
April 26, 2025 at 8:01 PM
LOVE this pick by the Eagles. McCord is an obsessive film watcher, accurate, throws with anticipation, & I think his *floor* is a really good backup. Jalen Hurts obviously also a super hard worker who watches a lot of film. I love this for the QB room.
I think McCord is a future high level starter.
I think McCord is a future high level starter.
Dak Prescott: "I feel like we've competed with the Eagles and beat them for the most part when we've played them."
The Eagles outscored the Cowboys 75-13 this year, and obviously Dak wasn't playing but the Eagles were also without Hurts for the 41-7 win.
The Eagles outscored the Cowboys 75-13 this year, and obviously Dak wasn't playing but the Eagles were also without Hurts for the 41-7 win.
February 12, 2025 at 5:38 PM
Dak Prescott: "I feel like we've competed with the Eagles and beat them for the most part when we've played them."
The Eagles outscored the Cowboys 75-13 this year, and obviously Dak wasn't playing but the Eagles were also without Hurts for the 41-7 win.
The Eagles outscored the Cowboys 75-13 this year, and obviously Dak wasn't playing but the Eagles were also without Hurts for the 41-7 win.
So make that 15-1, 9-1, 5-1.
Cam Newton trashed Jalen Hurts for not facing game-changers in NFC like Mahomes, Allen, Burrow, Jackson.
Since '22 Hurts 14-1 vs AFC, 8-1 vs winning AFC teams, 4-1 vs those 4.
Vs Those 4:
JH: 1,238 yds offense, 17 TD, 4 TO
Opp: 1,426, 12 TD, 3 TO
Hurts also more pass yds/att, higher completion %.
Since '22 Hurts 14-1 vs AFC, 8-1 vs winning AFC teams, 4-1 vs those 4.
Vs Those 4:
JH: 1,238 yds offense, 17 TD, 4 TO
Opp: 1,426, 12 TD, 3 TO
Hurts also more pass yds/att, higher completion %.
February 10, 2025 at 10:07 AM
So make that 15-1, 9-1, 5-1.
Cam Newton trashed Jalen Hurts for not facing game-changers in NFC like Mahomes, Allen, Burrow, Jackson.
Since '22 Hurts 14-1 vs AFC, 8-1 vs winning AFC teams, 4-1 vs those 4.
Vs Those 4:
JH: 1,238 yds offense, 17 TD, 4 TO
Opp: 1,426, 12 TD, 3 TO
Hurts also more pass yds/att, higher completion %.
Since '22 Hurts 14-1 vs AFC, 8-1 vs winning AFC teams, 4-1 vs those 4.
Vs Those 4:
JH: 1,238 yds offense, 17 TD, 4 TO
Opp: 1,426, 12 TD, 3 TO
Hurts also more pass yds/att, higher completion %.
January 30, 2025 at 8:27 PM
Cam Newton trashed Jalen Hurts for not facing game-changers in NFC like Mahomes, Allen, Burrow, Jackson.
Since '22 Hurts 14-1 vs AFC, 8-1 vs winning AFC teams, 4-1 vs those 4.
Vs Those 4:
JH: 1,238 yds offense, 17 TD, 4 TO
Opp: 1,426, 12 TD, 3 TO
Hurts also more pass yds/att, higher completion %.
Since '22 Hurts 14-1 vs AFC, 8-1 vs winning AFC teams, 4-1 vs those 4.
Vs Those 4:
JH: 1,238 yds offense, 17 TD, 4 TO
Opp: 1,426, 12 TD, 3 TO
Hurts also more pass yds/att, higher completion %.
That said, I do think it's worth pointing out that one of the major impacts of a 25% tariff on Canada and Mexico would be on auto manufacturing, and there's one manufacturer I know of that doesn't have any plants in Mex/Can and manufactures all vehicles sold in the US in the US: Tesla.
November 26, 2024 at 2:50 AM
That said, I do think it's worth pointing out that one of the major impacts of a 25% tariff on Canada and Mexico would be on auto manufacturing, and there's one manufacturer I know of that doesn't have any plants in Mex/Can and manufactures all vehicles sold in the US in the US: Tesla.
What nobody seems to be talking about right now is that Trump campaigned on a 60% tariff on China & just lowered it to a 10% tariff increase - which takes it to the 35% range for most stuff if my quick research is right. Instead everyone is talking about a 25% Canadian tariff that prob won't happen.
November 26, 2024 at 2:47 AM
What nobody seems to be talking about right now is that Trump campaigned on a 60% tariff on China & just lowered it to a 10% tariff increase - which takes it to the 35% range for most stuff if my quick research is right. Instead everyone is talking about a 25% Canadian tariff that prob won't happen.