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Hi,
Institutional investors seem to have all the advantages... An army of MBAs, the newest AI and data analytics tools, and sheer massive amounts of capital.
But institutional investors are actually at a big disadvantage relative to comparatively smaller individual investors.
The small investor advantage is in having less capital.
The less capital you have, the more opportunities are available.
"If I were working with small sums, I certainly would be much more inclined to look among what you might call classic Graham stocks, very low PEs and maybe below working capital and all that. Although – and incidentally I would do far better percentage wise if I were working with small sums – there are just way more opportunities."
– Warren Buffett (emphasis added)
A fund managing $10 billion would not be wise to invest in a $100 million market cap security. Even if they bough 10% of the company, that would only be 0.1% of the fund's capital. And 0.1% doesn't move the needle. It isn't worth doing.
Meanwhile, an investor with a large (for a non-institutional investor) $10 million dollar portfolio could put 3% of their portfolio into a $100 million market cap stock and only own 0.3% of the company.
The math works for the individual investor. It doesn't for the institutional investor.
And here's where it gets exciting...
Since it doesn't make sense for large institutions to invest in smaller stocks, they tend to be under-anlayzed. Said another way, there are far more truly mispriced securities available among smaller, under-followed stocks.
And that's where Deep Value Wealth and the 5 Rules Of Deep Value Investing show their worth.
Deep Value Wealth & The Deep Value Report
The Deep Value Report is our flagship service at Deep Value Wealth.
It has everything you need to start adding deep value stocks to your portfolio, including:
- One-off buy recommendations matching our buy rules in the 5 Rules Of Deep Value Investing.
- Actionable sell recommendations on past recommendations as needed matching our sell rules in the 5 Rules Of Deep Value Investing.
Each buy recommendation is thoroughly vetted and researched. This is not a quick screen or automated AI guesswork.
Note: We are focused on the U.S. market, not international stocks.
The stocks we recommend are often unprofitable businesses. But they tend to have catalysts that we believe are likely to unlock shareholder value.
And interestingly, unprofitable (and non-dividend paying) net current asset value stocks have generated better returns than those that are profitable.
Source: Deep Value by Tobias Carlisle, page 133. The above studies count net current asset value stocks as those trading for 2/3 or less of net current asset value.
You will instantly receive our first two buy reports when you join, and all future buy reports as long as you are a member.
- All reports are delivered by email from Ben@deepvaluewealth.com.
- We expect to deliver more buy reports in the coming 1–2 weeks.
- The exact timing of buy reports going forward will fluctuate because our criteria are time-sensitive and highly selective.
- We are targeting rare opportunities, which by definition aren't constantly available in large supply.
- With that said, I expect at least a few new buy recommendations every month, with many more during times of market turmoil (when stock price declines make more opportunities available).
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Please email me at Ben@deepvaluewealth.com with any questions. I look forward to hearing from you!
To your compounding wealth,
Ben Reynolds
Founder of Sure Dividend & Deep Value Wealth
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