Deep Value Investing
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deepvalueinvesting.bsky.social
Deep Value Investing
@deepvalueinvesting.bsky.social
I'm a value investor focused on uncovering high-quality stocks at bargain prices. Here, I share insights on fundamental analysis, intrinsic value, and long-term strategies to help you build wealth through disciplined investing.
China’s deflation deepens:
📉CPI down 0.1% YoY
📉PPI at -3.3%.

Price wars rage from autos to e-commerce, with luxury bags like Coach going for $30 second-hand.

Overcapacity and weak demand mean deep discounts—but also risk for jobs and new stores. #ChinaEconomy #Deflation
June 10, 2025 at 9:02 AM
China leads the world in shadow economy size in 2023 with $3.6T, or 20.3% of its GDP. India follows at $931B (26.1%), and the U.S. hits $1.4T, though just 5% of GDP.

Other major players include Brazil, Indonesia, and Russia.
#ShadowEconomy #GDP #China #India #USA #Economics
May 31, 2025 at 4:16 PM
🔋 China dominates battery recycling:

🇨🇳 Handles 78% of global scrap batteries
⚙️ Converts 895K tonnes into black mass
🏭 Refines 89% of global black mass into lithium, nickel, cobalt for EVs
📊 2025 forecast: 3.6M tonnes scrap processed in China

Rest of the world? Just catching up.
May 25, 2025 at 8:47 AM
🌍 Global Equity ETFs in 2025 (YTD, as of May 13)

🥇 Poland: +47.6%
🇦🇹 Austria: +34.3%
🇬🇷 Greece: +32.7%
🇪🇸 Spain: +32.5%
🇨🇱 Chile: +30.0%
🇺🇸 U.S.: just +0.4%
🇹🇷 Turkey: -9.5% (worst)

Big wins in Eastern Europe & LatAm. U.S. and Asia mostly lagging.

🔗 Source: @VisualCap | YCharts
May 22, 2025 at 8:39 AM
🇸🇦📊 Saudi Arabia’s Trade Shift, 2000–2024

China now dominates, hitting $107B in 2024—far above the EU ($75B) and U.S. ($26B).
📉 U.S. share has collapsed from 21B in 2000 to just 5%.
Oil shocks & geopolitics reshaped global trade ties.

#China #SaudiArabia #USTrade #GlobalTrade #Energy #Geopolitics
May 19, 2025 at 7:20 AM
📉 IMF slashes 2025 GDP forecasts amid tariff wars & rising uncertainty:

🌍 Global: 3.3% → 2.8%
🇺🇸 US: 2.7% → 1.8%
🇲🇽 Mexico hit hardest: 1.4% → -0.3%
🇷🇺 Russia the only upgrade: 1.4% → 1.5%

🔻 2026 outlook also revised down. Trade pain lingers.
May 4, 2025 at 6:36 AM
🚨 CHINA VS U.S. 🚨
Industrial production since 2019:
🇨🇳 China: +37%
🇺🇸 U.S.: -2%

America still hasn’t recovered to pre-COVID levels, while China has soared past.
The industrial gap is growing.

(Source: IMF April 2025)
#Manufacturing #China #USA #Economy #Industry #IMF
May 1, 2025 at 9:57 AM
🚨 Coca-Cola Q1 Beat! 🚨
✅ EPS: $0.73 adj. vs $0.71 est.
✅ Rev: $11.22B vs $11.14B est.
📈 Organic rev +6%, volume +2%
🌍 Growth in India, China, Brazil
🥤 Coke Zero +14%, Sparkling +2%
📉 N. America hit by sentiment & fake rumor
📊 FY25 outlook held despite tariffs
April 29, 2025 at 6:17 PM
📉 U.S. corporate bankruptcies surged to 694 in 2024 — the highest since 2010!

💥 Most hit sectors: Consumer Discretionary (109), Industrials (90), Healthcare (65)
🧯 Fewest: Utilities (3)

📊 Full chart breakdown 👇
April 22, 2025 at 12:50 PM
💵Top 1% pay 26.1% in income tax. Bottom 50%? Just 3.7%.
Forget what you heard—this is how the IRS actually slices the pie. 🍰

📊 via @visualcap.bsky.social
#taxes #inequality #moneytalks
April 20, 2025 at 9:54 AM
🏡📈 House Prices: Which States Are Booming or Cooling?

Most states saw home prices outpace GDP (2.5%) & inflation (2.9%).
Top boomers:
🔺 CT +8.3%
🔺 NJ +8.3%
🔺 WY +8.3% (tight supply)

Only one cooled:
🔻 MS -0.2%

📊 @VisualCap
#HousingMarket #RealEstate #Inflation
April 13, 2025 at 9:44 AM
📊 Real GDP per Capita Growth (2014–2024)

🔥 Poland +44% | Türkiye +42% | Lithuania +38%
🇺🇸 U.S. +20% | 🇯🇵 Japan +9% | 🇩🇪 Germany +4%
🇨🇦 Canada +1% (despite 16% pop. growth)

Winners: Eastern Europe
Laggards: G7 giants
#GDP #Economy #OECD #VisualCapitalist
April 7, 2025 at 3:47 PM
📉 S&P Nosedive: Tariffs Hit Hard

Trump's tariffs + China’s retaliation = market meltdown. Tech wrecked:

$TSLA -40.7%

$NVDA -29.7%

$AAPL -24.8%

$GOOG -22.4%

Semis, autos, cloud crushed. Only pharma & telcos stay green.
Trade war just got real.

#S&P500 #MarketCrash #TrumpTariffs #Investing
April 5, 2025 at 7:28 AM
📉 America’s Wealth Divide (2024)

The richest 0.1% (134K households) hold $22.3T—over 2× the bottom 50% (67M households) at $9.9T.

🔹 The top 0.1% own $11T in stocks—more than the bottom half’s total assets.
🔹 Most Americans’ biggest asset? Their home.

What’s next? 💭 #WealthInequality #Economy
April 1, 2025 at 5:19 PM
📊 Stock Market YTD – Opportunities?

🚀 Winners:
🟢 BRK-B +16% | 🟢 JNJ +13% | 🟢 COP +14%

📉 Losers:
🔴 TSLA -34% | 🔴 NVDA -18% | 🔴 GOOG -18%

Tech is down—buy or more pain ahead? 📈 #Stocks #Investing #YTD
March 31, 2025 at 7:49 AM
🚗Where Are Cars Sold in America Actually Made?

📍 Tesla: 100% U.S.-made
🔴 Ford & GM: Mostly U.S., but significant Canada/Mexico production
⚪ Toyota, Hyundai/Kia, VW, Nissan, Stellantis: Mixed origins

Did your car come from the U.S., Mexico, or beyond? 🌍 #Autos #Manufacturing #Economy
March 30, 2025 at 8:57 AM
📊 Middle-Class Income in Every U.S. State (2025)

💰 Are you middle class? It depends on where you live! Here’s the income range across all 50 states:

🔹 Highest: Massachusetts & New Jersey ($67K–$200K)
🔹 Lowest: Mississippi ($36K–$108K)

How does your state compare? 👀
March 28, 2025 at 7:48 PM
The U.S. alone holds more billionaire wealth than the next 10 countries combined: $5.7T vs. $5.5T 🌎💰

The gap is staggering. What does this mean for markets 📈 and global wealth distribution? 🤔
March 25, 2025 at 9:33 AM
🚨 Another brutal week in the stock market! 🚨

The red got redder, with tech giants and growth stocks hit again. But for value investors, this isn’t panic—it’s opportunity.

#Stocks are on sale, and discounts keep getting better. Time to sharpen the watchlist for deep-value gems. 💰
March 16, 2025 at 9:35 AM
📉 Markets React to Trump’s Tariffs 📉

The S&P 500 had a brutal week as new tariffs were introduced by Trump. Tech stocks took the biggest hit, with NVDA, TSLA, and AAPL leading the decline.

Are tariffs the right move for the economy, or are they doomed to fail? 🤔

#S&P500 #Tariffs #Trump
March 5, 2025 at 10:15 AM
While others chase the market, Warren Buffett keeps hoarding cash. 💵 Berkshire Hathaway's cash reserves hit a record $334B in Q4 2024! 📈 Past 10 years: +242% growth.

Is this a signal of big moves ahead? 🧐
#invest #WarrenBuffet #StockMarket
March 1, 2025 at 10:01 AM
📊 S&P 500 YTD Heat Map! 📊

Tech taking a hit 📉 (MSFT -4.16%, TSLA -18.55%), but financials & healthcare are shining 💰 (JPM +8.70%, LLY +14.11%).

Where do you see the best setups for the rest of 2025? Let’s discuss! 👇 #StockMarket #Investing #SP500
February 24, 2025 at 4:29 PM
How Warren Buffett selects stocks:
February 22, 2025 at 10:39 AM
@dividendology.bsky.social🔥 S&P 500 1-Year Heat Map! 🔥

Tech & consumer stocks soared 🚀 (NVDA +92%, TSLA +93%) while some healthcare & industrials struggled 📉.

Where do you see opportunities in 2024? 🤔👇 #StockMarket #Investing #SP500
February 16, 2025 at 10:19 AM
📢 Berkshire's latest portfolio update is in! 🚀 Buffett is making moves:

✅ Buying: Constellation Brands 🍷 & Domino’s Pizza 🍕
📉 Trimming: Citigroup 🏦 & NU Holdings 💰

Is the Oracle of Omaha doubling down on consumer spending? 🤔 Let’s discuss! ⬇️ #WarrenBuffett #ValueInvesting #Stocks
February 15, 2025 at 4:45 PM