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Model Portfolio Update: 77.88% Return Since Inception, 52.9% Annualized Return
I am going to give away two free annual subscriptions to the Unemployed Value Degen Substack.
Feb 7
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Unemployed Value Degen
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Macro Musings 2/21/2026: Tariffs Struck Down!
I had predicted that the Supreme Court would not overturn Trump’s tariffs, I was wrong.
6 hrs ago
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Unemployed Value Degen
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2025 Q4 Earnings Update Part 1: $CROX, $NP, $OEC, $NWL
Before jumping into the recent calls for this earnings season, I have heard that there is a new popular pair trade storming Wall Street, “Long Energy…
Feb 19
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Unemployed Value Degen
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Onity Group $ONIT vs Loan Depot $LDI, a Safe Three Bagger or a Risky Ten Bagger
In 19th place for cheapest GICS sub-industry was Mortgage Finance, with a current price to sales ratio of 1.1x versus their 27 year average of 1.85x.
Feb 17
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Unemployed Value Degen
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What I'm Buying This Week 2/15/2026 (Paywalled Video)
Hello and welcome back to my weekly technicals video.
Feb 15
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Unemployed Value Degen
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1:05:38
S&P 500 Down 2.3%, Mind the Whiplash! Buy HALO? AI and Say’s Law.
In my first weekly video of the new year, I pointed out the sudden arrival of Anthropic’s Opus 4.5 Claude Code, and how a narrative had started that…
Feb 14
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A Conversation with Management Part III: Abacus Global Management $ABX
Finally enough information to make a price target
Feb 12
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Unemployed Value Degen
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Five Bagging Healthcare Facilities Fast or Slow: Auna S.A. $AUNA & Medical Properties Trust $MPT
In my recent survey of the cheapest relative GICS sub-industries, in 8th place was healthcare facilities.
Feb 9
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Unemployed Value Degen
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Value Degen’s Substack
Writing about small cap value stocks until I find a job or this Substack pays the bills.
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