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Who I am, why this exists, and what you'll actually get here.
Hey All đ
Welcome to đ DeepValue Capital đ
Youâve probably seen my stock writeups flying around at some point. Undervalued, unloved, turnaround names with huge upside. But Iâve never really taken a moment to properly introduce myself.
This is that post.
If youâre new here, I want to give you a clear picture of who I am, how I think, and what this whole project is about. No fluff. Just the story behind the numbers.
Who I Am
My nameâs Kyler Johnson. Iâm 24 years old, married to my amazing wife Ayisha, and dad to a beautiful daughter who turns one this July. Weâve been married since I was 20 and no, thatâs not a typo.
Outside of family, this writing, researching, investing is my obsession.
I first got interested in the stock market when I was 15. My uncle made a passing comment about his investments. I asked a few follow-up questions, went down the rabbit hole, and never really came back up.
By 16, I had convinced my parents to open a Robinhood account and let me manage it.
I had no idea what I was doing. And I paid the price.
I chased trends. Bought hype. Blew up my account more than once trying to âget richâ fast. But those painful lessons were the best thing that couldâve happened. Because they pushed me to actually learn the craft.
I started reading and watching everything I could get my hands on. I didnât have a single lightbulb moment, but the more I studied, the more the puzzle started to come together.
That led me to deep value and turnaround investing.
Not cigar butts. Not bankrupt garbage. Iâm talking quality businesses that the market hates right now but wonât forever.
My investing strategy is based on the fact that the stock and business are not the same thing. In public markets you are often presented the opportunity to buy a dollar for some change.
It is on that disconnect that everything I do rests.
What My Life Looks Like Now
Right now, Iâm balancing a full-time job, family life, and building DeepValue Capital from the ground up. I wake up early to write and research before work. During the day, when I can, Iâm listening to books, earnings calls, or macro context to sharpen my thinking.
Most of the time, my brain is stuck in one loop:
How do I get better at investing, writing, and building a business?
This is all I think about. And if youâve read even one of my posts, I hope thatâs obvious.
My Life Goals
"Making it" for me isnât about a jet or a fund named after me.
Itâs about doing this full-time. Writing and investing with zero boss and zero compromise. I want to spend more time with my family, own a home outright, and get back into one of my old passions, golf.
Freedom, peace, and the ability to build wealth on my terms. Thatâs the dream.
Why I Started DeepValue Capital
I didnât start DeepValue Capital just to share my journey. I started it because most investors are stuck.
They donât have time to dig through 10-Ks. Theyâre buried in noise and conflicting opinions. And when the market drops, conviction disappears.
Most research out there feels vague, biased, or just plain lazy. I built this to fix that.
Clear insights. Honest updates. No fluff. Just real research for people who want to invest with confidence and build real wealth over time.
I focus on deep value turnarounds. Companies that are hated today but have a real shot at redemption.
And I share everything I can about the why behind my moves.
If youâve ever struggled with:
Underperformance
FOMO buying or selling too early
No time for deep research
Getting buried in conflicting advice
I built this for you.
What Youâll Get Here
Free Readers Get:
â Weekly New Ideas (First Look)
Early-stage research on stocks that might make it into the portfolio.
Estimated value: $75/month
Paid Subscribers Get All the Above, Plus:
đŹ Live Trade Alerts in subscriber chat
đŚ Weekly Holding Spotlights on current portfolio names (Portfolio Update)
đ Periodic Deep Dives with full thesis, valuation, and risks. (Deep Dives)
Total estimated value: $600+/month
Your price: $29/month or save 40% at $209/year
Not quite sure yet if this is for you? Feel free to take my special 14-day free trial offer to check it out.
How Itâs Going
I donât promise results because I just canât. But I do show them.
Here are my time-weighted returns so far:
2024: 85.23%
2025 (Jan through April): 23.76%
This isnât just a newsletter. Itâs my personal portfolio and a couple small clients. Every position I write about, Iâve researched deeply. Most I own myself. Many Iâve walked away from too.
And the goal is always the same: 30%+ annualized returns over the long run.
Some years will fall short. Some will exceed it. But thatâs the bar I hold myself to.
Yes, I do know that would put me higher than some of the most famous investors and is an ambitious goal. There is one thought you need to keep in mind.
The most famous and successful investors of all time were managing hundreds of millions if not tens of billions.
Often their size was their limitation for returns. Buffet couldnât look at a company under $1B because they are just too small.
I, with much less money, can look at any size company to invest in. This creates an edge I have against those we would consider the greats.
Curious about the details of how I find and choose my investments? Check out my post below.
My Step-by-Step Guide to Outperformance
If youâve made it this far, thank you. I donât take it lightly.
I hope youâll stick around. Learn with me. Push back. Ask questions. Reach out. Whatever comes to mind, Iâm open to it.
Letâs get to work.