I’m Stepping Out from Behind the Screen

Who I am, why this exists, and what you'll actually get here.

Hey All 👋

Welcome to 📉 DeepValue Capital 📈

The Turnaround Investment Newsletter

I’ve sent a version of this post before, but there are so many new subscribers here now that I wanted to reintroduce myself.

If you’re new, welcome!

If you’ve been here a while, thank you.

Either way, this post is the full picture. Who I am. How I think. My Story. And what DeepValue Capital is really about.

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Who I Am

My name’s Kyler Johnson.I’m 24 years old (turning 25 on June 17th), married to my amazing wife Ayisha, and dad to a beautiful daughter who turns 1 this July. We’ve been married since I was 20 and no, that’s not a typo.

My daughter is pretty cute isn’t she!

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 “get rich” fast. But those painful lessons were the best thing that could’ve happened. Because they pushed me to actually learn the craft.

I started reading and watching everything I could get my hands on. I didn’t 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. I’m talking quality businesses that the market hates today but won’t forever. Looking in any and every market around the globe.

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 between perception and reality that everything I do rests.

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What My Life Looks Like Now

Right now, I’m 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, I’m listening to books, earnings calls, or macro context to sharpen my thinking.

Most of the time, sometimes to the frustration of my wife, 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 you’ve read even one of my posts, I hope that’s obvious.

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Why I Started DeepValue Capital

I didn’t start DeepValue Capital just to share my journey. I started it because most investors are stuck.

They don’t have time to dig through 10-Ks. They’re 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.

This also serves as a way for me to document, organize, and be accountable for my research.

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 you’ve 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.

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What You’ll Get Here

Free Readers Get:

✅ Weekly New Ideas (First Look)

Early-stage research on stocks that have real turnaround potential.

Estimated value: $75/month

Paid Subscribers Get All the Above, Plus:

💬 Live Trade Alerts in subscriber chat

📦 Weekly Holding Spotlights on current portfolio names (Portfolio Update)

🔍 Periodic Deep Dives with full thesis, valuation, and risks. (Deep Dives)

Total estimated value: $600+/month

Your price: $39/month or save ~40% at $289/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.

🚨If you have been on the fence about becoming a paid subscriber I do plan on raising my prices when I hit 200 paid subscribers.🚨

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How It’s Going

I don’t promise results because I just can’t. But I do show them.

Here are my time-weighted returns so far:

From Jan 2024 to May 2025, my portfolio is up 178.98%. That’s 85.23% in 2024 and another 50.61% so far in 2025.

This isn’t just a newsletter. It’s my personal portfolio and a couple clients. Every position I write about, I’ve researched deeply. Most I own myself. Many I’ve 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 that’s 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 couldn’t look at a company under $1B because they are just too small and now needs one at least in the $10’s of billions.

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.

If you are curious about the details of how I find and choose my investments I created a post detailing just that.

My Step-by-Step Guide to Outperformance

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If you’ve made it this far, thank you. I don’t take it lightly.

I hope you’ll stick around. Learn with me. Push back. Ask questions. Reach out. Whatever comes to mind, I’m open to it.

Let’s get to work.