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@leevalueroach "Of course thats your contention. Youre a first-year deep value investor. You just finished The Intelligent Investor think net-nets are a cheat code and youre tweeting P/B ratios like theyre scripture. Right now its all about Ben Graham "margin of safety" "cigar butts" you even printed out a checklist. Next month youll discover Klarman and start saying things like risk is not volatility in casual conversation. By fall youll hit Greenblatt run a Magic Formula screen and convince yourself youve reverse-engineered Buffetts brain. Next year youll be at an obscure value conference in Omaha pitching"
X Link @leevalueroach 2025-05-30T20:00Z 8984 followers, 379.8K engagements

"The U.S. national debt is projected to hit $XXXX trillion within ten years. That isnt just a lot of debt. Its the end of fiscal credibility. Interest payments alone will rival the entire defense budget. Theres no plan to pay it down only to print over it. By then gold isnt $10000 because of hype. Its $10000 because people have stopped believing in paper promises. Stocks are soaring nominally housing is unaffordable for everyone under XX. And everyones still calling it a soft landing"
X Link @leevalueroach 2025-10-13T16:44Z 8984 followers, 3592 engagements

"Never listen to Greenlight shorts. Like ever"
X Link @leevalueroach 2025-10-20T16:21Z 8984 followers, 176.3K engagements

"Holy crap. Kenneth Curtis a director at $AMR bought $XX million worth of shares in the open market. The market is asleep at the wheel on coal stocks"
X Link @leevalueroach 2025-09-18T15:19Z 8985 followers, 51.1K engagements

"Ive officially lost it. I just put $2000 basically my entire life savings and three Chipotle bowls of dry powder into a dark-web OTC land bank trading under a ticker that doesnt even have vowels. No website. No filings. No volume. The last trade was in 2023 for seven shares. Perfect. The CEOs LinkedIn says retired since 1999. The CFOs obituary was published in 2017. Their office location is now a vape shop. And yet buried deep in a 2008 court filing I found a line that changed everything: Company retains ownership of approximately 4900 acres of undeveloped land near interstate expansion"
X Link @leevalueroach 2025-10-08T11:47Z 8985 followers, 108.9K engagements

"Bitcoin has been a disastrous investment since 2000. It has lost XX% of its purchasing power compared to NVDA since then. NVDA is the hurdle rate. If you cant beat it you have to buy it"
X Link @leevalueroach 2025-10-13T01:40Z 8985 followers, 54.3K engagements

"I was at a bankruptcy auction. Some guy collapsed mid-bid. People panicked yelling for help. Is anyone here a doctor someone shouted. I stood up calmly. No I said. But I am a deep value investor. I checked his wallet negative equity maxed-out credit cards no assets. I told the crowd: Reviving him would destroy shareholder value. Everyone clapped as I bought his watch shoes and remaining dignity for 0.3x book"
X Link @leevalueroach 2025-10-18T00:12Z 8984 followers, 174.6K engagements

"Value investors are some of the best buyers on earth. They know how to dig through filings model cash flows and find obscure compounders trading at 6x EBITDA. But when it comes to short selling Theyre historically awful. They shorted: Bitcoin intrinsic value = X Tesla cant make money overvalued by 100x Nvidia bubble multiple cyclical GPU business Amazon retail margins cant scale Netflix burning cash forever Every decade the same pattern repeats. The smart money lines up to short the future. Now theyre doing it again with AI. Theyre writing 40-page PDFs about how hyperscalers cant earn their"
X Link @leevalueroach 2025-10-21T03:33Z 8985 followers, 12.6K engagements

"$GEO and $CXW are flying right now. These were sold off from the government shutdown. Price action is saying the shutdown is about to end. Any other good stocks that sold off from the shutdown that haven't moved"
X Link @leevalueroach 2025-10-21T14:56Z 8984 followers, 1824 engagements

"Rep. Virginia Foxx (RNC) has been quietly buying coal stocks specifically Alliance Resource Partners $ARLP over and over again: $1k$15k buy on Aug XX 2025 $1k$15k buy on May XX 2025 multiple $1k$15k buys in Feb 2024 If you want to get rich like Nancy Pelosi remember: it always pays to front-run the politicians"
X Link @leevalueroach 2025-09-18T19:29Z 8982 followers, 3339 engagements

"This crypto crash is fascinating. Thirty minutes before the Trump post someone created a new wallet. That individual then shorted the crypto market and made $XX million. This was insanely good timing. I see people speculating that it was someone who had insider info on the Trump tweet. If there was a betting market for this I would bet heavy that there was some insider info here. In addition $XX billion was completely liquidated from the crypto markets. Altcoins down 70-90%. $500-600 billion of total losses from the crypto market. What is crazy to me is that crypto has a market cap in the $4"
X Link @leevalueroach 2025-10-11T14:15Z 8983 followers, 17.6K engagements

"Highly respected asset prices like FartCoin flying"
X Link @leevalueroach 2025-10-12T17:20Z 8980 followers, 4375 engagements

"Built on a buy integrate and optimize strategy this tiny little industrial makes money and it grows every year. XX years of revenue growth expanding margins and a XXX% increase in its share price over the last X years (including a XX% increase over this past year)"
X Link @leevalueroach 2025-10-12T17:48Z 8979 followers, 1629 engagements

"I have one hard rule: If any asset sells off 5070% in a single day I take a hard look. Usually its emotional forced selling. Margin calls liquidations panic. Thats when the best trades appear. Chaos is where mispricing lives"
X Link @leevalueroach 2025-10-13T03:12Z 8985 followers, 3944 engagements

"Gold futures blast through $4100 as Jerome Powell passed out drunk at the office and fell asleep on the money printer"
X Link @leevalueroach 2025-10-13T11:24Z 8980 followers, 2652 engagements

"Letter from Incandescent Capital on $TINY.V. Shareholders have gotten wiped out. I think this can be straightened with more podcast appearances and LinkedIn posts"
X Link @leevalueroach 2025-10-13T15:09Z 8981 followers, 81.3K engagements

"The moment you invest in offshore oil rigs you stop being a civilian and start living by the tides. You feel the Gulf of Mexico in your veins. You wake up sweating Brent futures and go to bed praying for dayrates to spike. You smell diesel and saltwater and you call it alpha. You start using words like jack-up semi-sub and FPSO in normal conversation. Your friends talk about SaaS and you talk about subsea blowout preventers like its foreplay. You refresh rigzone .com at midnight. You can tell the age of a drilling vessel by the sound of its thrusters in a YouTube video. When WTI drops three"
X Link @leevalueroach 2025-10-14T01:16Z 8987 followers, 7967 engagements

"Down here in the balance sheet swamps the people look like deferred tax assets and live like net-nets. The land smells of rusted machinery and half-forgotten goodwill impairments. Nobody rings a bell when somethings undervalued just a faint hiss from a leaky cash-flow statement. The young traders all left for SaaSland long ago. Couldnt stand the smell of diesel and discount rates. But the old timers stayed muttering about book value and insider ownership scribbling notes in yellow pads like field scientists of decay. They dont call it investing down here. They call it scavenging. You find"
X Link @leevalueroach 2025-10-14T12:50Z 8986 followers, 5056 engagements

"Gold futures crack $4200 as Jerome Powell drunk drives through the economy"
X Link @leevalueroach 2025-10-15T03:06Z 8980 followers, 2191 engagements

"@JacobKinge Are you just making up stuff They are likely selling off because $ZION reported a $XX million loan write down"
X Link @leevalueroach 2025-10-16T18:07Z 8987 followers, 3382 engagements

"@Ashcryptoreal Bro zoomed in 100000% for a XXX% decline after gold is up XX% YTD"
X Link @leevalueroach 2025-10-17T16:45Z 8986 followers, 38.9K engagements

"The Warren Buffett of the internet loses XX% of his investors capital dilutes them to infinity writes a book on being a billionaire and then posts this"
X Link @leevalueroach 2025-10-19T13:11Z 8980 followers, 26.1K engagements

"Funny how the entire internet goes down when AWS blows up. Own physical metals"
X Link @leevalueroach 2025-10-20T16:30Z 8981 followers, 3397 engagements

"@PugetPointCap Yeah they are both cheap and sold off for nothing. Great flips here"
X Link @leevalueroach 2025-10-21T03:06Z 8986 followers, XX engagements

"The only way to invest in oil and gas is to work a job in oil and gas and invest in literally anything else"
X Link @leevalueroach 2025-06-23T17:43Z 8986 followers, 42.2K engagements

"Japans Norinchukin Bank the farmers megabank just ate a $12B loss betting on U.S. Treasuries. They dumped $120B of bonds admitted they were overexposed and vowed to diversify going forward. Textbook example of safe assets wrecking institutional portfolios. Imagine what happens when U.S. banks start taking losses on their Treasury position. Complete collapse of equity"
X Link @leevalueroach 2025-08-04T18:33Z 8987 followers, 13.5K engagements

"Someone hire this kid. This is legendary hustle. Might not have an MBA but he sure has PSD (poor smart and determined to get rich)"
X Link @leevalueroach 2025-10-15T11:52Z 8987 followers, 236.2K engagements

"Imagine if Fort Knox had no gold in it. Just completely empty. What happens to gold price then"
X Link @leevalueroach 2025-10-16T22:39Z 8987 followers, 3118 engagements

"Looking into cattle farming. High level numbers told by a buddy: - Buy a bred cow for $2500-$3000 - The calf is worth $1000 at birth - Raise the calf until it is weaned (6 months) it is worth $1500 If you sell the cow and calf together as a pair you get $4000 to $4500 Industry seems ripe to scale as old farmers are starting to die off and younger people are not getting into cattle farming as they could do anything else with their time like tech. Anyone have experience here in this business"
X Link @leevalueroach 2025-07-25T13:25Z 8985 followers, 13.3K engagements

"$CTRN has comps up XXX% in Q2. Their customer has median income of like $30k. $CATO had comps up huge too. Same customer just different demographics. Apparently the working class isnt struggling according to these comps. Or maybe the middle class is trading down"
X Link @leevalueroach 2025-08-26T18:31Z 8985 followers, 1961 engagements

"A major U.S. firearms marketplace recently rebranded sold its ammo division for $75M and brought back its founder as CEO. Its cleaner leaner trading below GAAP net asset value and has an EV lower than its market cap. Most investors havent noticed. I have"
X Link @leevalueroach 2025-10-06T17:17Z 8985 followers, 2064 engagements

"The love (and hate) of a deep value stock is perhaps one of the dirtiest and strongest drugs on the planet. Smoke-filled boardrooms where a CFO explains why their real estate isnt on the balance sheet. Youve had your third coffee and fifth cigarette tracing depreciation schedules from the 1980s realizing the company owns XXX acres of industrial land recorded at $XXXX per square foot. Gigantic spreadsheets filled with rust dust and deferred tax assets. You dig through SEC filings like a miner in a collapsed shaft coughing up asbestos and goodwill impairments until you find it a sliver of book"
X Link @leevalueroach 2025-10-20T11:57Z 8985 followers, 3175 engagements

"$CLF mooning after they said they will expand rare earth supply"
X Link @leevalueroach 2025-10-20T15:12Z 8985 followers, 1640 engagements

"I am rotating my entire portfolio from fake haven gold to safe haven Beyond Meat"
X Link @leevalueroach 2025-10-22T14:13Z 8985 followers, 1967 engagements