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DeepValue Capital

Publishes deep-value company notes, portfolio updates, and research on underappreciated businesses across international markets.

https://deepvaluecapitalbykyler.substack.com/

Mentions24
Posts16
Latest post15 Oct 2026
V.F. CorporationThe Company in Your Closet-15 Oct 2026
Samsonite Group S.A.September 2026 Portfolio Update | -26.4% LTM and +225.26% Since 2024-1 Oct 2026
Pool CorporationSeptember 2026 Portfolio Update | -26.4% LTM and +225.26% Since 2024-1 Oct 2026
V.F. CorporationSeptember 2026 Portfolio Update | -26.4% LTM and +225.26% Since 2024-1 Oct 2026
Canada Goose Holdings Inc.The 8-Point Gap in Canada Goose's Free Cash Flow-29 Sept 2026
Birkenstock Holding plcThe Two Costs Birkenstock's Multiple Hides-22 Sept 2026
V.F. CorporationOpportunity in a Destroyed Sector-15 Sept 2026
Canada Goose Holdings Inc.Opportunity in a Destroyed Sector-15 Sept 2026
Birkenstock Holding plcOpportunity in a Destroyed Sector-15 Sept 2026
Alibaba Group Holding LimitedThe Elephant Blinding You to What's on Sale-11 Sept 2026
Comstock Resources, Inc.A Hidden AI Play Just Signed $2B in Deals-3 Sept 2026
Deckers Outdoor CorporationAugust 2026 Portfolio Update | -10.58% LTM and +257.3% Since 2024-1 Sept 2026
JD Sports Fashion PlcAugust 2026 Portfolio Update | -10.58% LTM and +257.3% Since 2024-1 Sept 2026
V.F. CorporationAugust 2026 Portfolio Update | -10.58% LTM and +257.3% Since 2024-1 Sept 2026
lululemon athletica inc.Apparel Turnaround, or Trap?-27 Aug 2026
NIKE, Inc.Apparel Turnaround, or Trap?-27 Aug 2026
V.F. CorporationApparel Turnaround, or Trap?-27 Aug 2026
Alibaba Group Holding LimitedAlibaba to Issue ~$10B in Stock-24 Aug 2026
Advance Auto Parts, Inc.Advance Auto Parts (AAP) Q2 2026 Earnings-20 Aug 2026
Accendra Health, Inc.A Broken Thesis-13 Aug 2026
Cooper-Standard Holdings Inc.Cooper Standard (CPS) Q2 2026 Earnings Report-11 Aug 2026
PayPal Holdings, Inc.PayPal (PYPL) Q2 2026 Earnings Report-30 Jul 2026
TransMedics Group, Inc.Transmedics Group (TMDX) Notes-22 Jul 2026
Kelly Partners Group Holdings LimitedKelly Partners Group (KPG.AX) Notes-17 Jul 2026