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DV Capital | Advanced Auto Parts | Turning a Retailer into Gold
A feel deep dive on the investment thesis with updates from the quarterly earnings call clearly laying out the AAP investment case.
Nov 10
•
DeepValue Capital
24
DV Capital | Owens & Minor | Revival in the Making
Owens & Minor is dumping its low-margin business, going lean, and setting up for a massive run investors aren’t ready for.
Nov 6
•
DeepValue Capital
29
4
DV Capital | Valaris | The Inevitable Boom
A detailed write up on an offshore oil driller with a rock solid balance sheet and leverage to the upside along with Q3 earnings information.
Nov 3
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DeepValue Capital
22
2
DV Capital | Boeing | The Miracle of Kelly Ortberg
Q3 2025 update covering the details from the call followed by my full thesis with the tailwinds, risks, and valuation.
Oct 30
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DeepValue Capital
16
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
31
2
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
35
15
Alibaba | Finally Putting The Pieces Together
Commerce cloud instant delivery and AI all being rebuilt for real upside.
Sep 3
•
DeepValue Capital
37
3
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
•
DeepValue Capital
38
5
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
36
IHS | The Tower King Beat, Raised and Still Has 3x+ to Go
Fresh off a guidance raise, IHS is leaner, debt is down, and FX is turning from a drag to a tailwind. Here’s why I still see $25+ from today’s $7.31.
Aug 13
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DeepValue Capital
31
Comstock | A Dragon’s Hoard Worth Billions Isn’t Guarded by Sheep
Beneath 800,000 acres of Haynesville shale, Comstock is sitting on reserves the market hasn’t priced in. With unmatched cost control and massive upside…
Aug 6
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DeepValue Capital
18
9
Boeing | 63% Delivery Surge Marks Best Q2 Since 2018, Profitability Ahead
With its strongest quarter in seven years and cash flow turning positive, Boeing’s turnaround is gaining momentum and Wall Street’s still behind.
Jul 30
•
DeepValue Capital
21
2
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