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Conmed | They Lost Half Their Value…But the Business Got Stronger
To read my full disclaimer click here.
Sep 26
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DeepValue Capital
20
2
GXO Logistics | The Robot-Led Logistics Play With 70%+ Upside
AI, robotics, and mega-contract wins will expand margins. Here’s why I see $80+ per share.
Sep 24
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DeepValue Capital
25
InPost | The Locker Giant That Grew 57% a Year and Still Priced Below Its IPO
Down 40% from last year’s highs, InPost dominates delivery lockers with Apple-like fan loyalty. Is this “boring” logistics play Europe’s most mispriced…
Sep 19
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DeepValue Capital
31
3
Cooper Standard | The $600M Cut That Could Send This Auto Supplier to $150+
Cooper Standard stripped out half a billion in costs. Now even a normal cycle peak could mean a 5x return. Here’s why I’m betting big.
Sep 17
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DeepValue Capital
29
14
DeepValue Capital PSA
A struggle of a week between no sleep and being sick!
Sep 9
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DeepValue Capital
19
11
How to Get the Most Out of Your DeepValue Capital Subscription
Everything you’ll get, free or paid.
Sep 5
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DeepValue Capital
13
Alibaba | Finally Putting The Pieces Together
Commerce cloud instant delivery and AI all being rebuilt for real upside.
Sep 3
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DeepValue Capital
36
3
Tactile Systems | Deep-Dive, The Case For $50+
Niche med-device, payer coverage, net cash, new products. How my base case models a path to $50+ by 2028 (risks included).
Sep 1
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DeepValue Capital
44
16
August 2025
Tactile Systems | How a $300M Medical Device Company Can Quadruple
Tactile Systems trades at $13 with a path to $50+ on steady growth and expanding margins. The market is still pricing it for stagnation.
Aug 29
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DeepValue Capital
31
2
QXO | Massive Tailwinds Powering a 3x+ Building-Supply Play
Jacobs is moving fast. This post breaks down what QXO’s built so far, what it’s worth, and what could derail it.
Aug 27
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DeepValue Capital
36
5
Robert Half| A 75-Year-Old Giant, Priced Like It’s Dying
Down 70%, debt-free, and still compounding at elite returns.
Aug 22
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DeepValue Capital
29
4
Advanced Auto Parts | The “Dead” Auto Stock Now Poised to Double
Wall Street buried Advance Auto Parts. But margins are expanding, cash flow is back, and O’Kelly’s turnaround is working. Here’s why I see 157% upside…
Aug 20
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DeepValue Capital
35
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