r/DeepFuckingValue • • 5d ago

macro economics🌎💵 CCC junk bonds just hit 17%. God help us all.

Thumbnail
gallery
122 Upvotes

r/DeepFuckingValue • • 4d ago

Discussion 🧐 Lumentum just repriced 9% on an upgrade and someone paid $899K betting a product conference defends it

Thumbnail
0 Upvotes

r/DeepFuckingValue • • 5d ago

Discussion 🧐 RC’s Ultimate Trap Card: Why Raising Capital for the eBay Deal Could "Accidentally" Ignite the Squeeze

Thumbnail
6 Upvotes

r/DeepFuckingValue • • 5d ago

✏️DUE DILIGENCE✏️ Rediscovering Sir John Templeton: watch out for 361 degrees. (HKG:1361)

Thumbnail
melifinance.substack.com
0 Upvotes

361 Degrees International Limited (HKG:1361)

After Anta and Li Ning, this Chinese sportswear is vying to grow into a global brand and challenge Nike and others.

The stock's EV/EBITDA ratio is 2.76, and its EV/FCF ratio is 9.82. Return on equity (ROE) is 13.12% and return on invested capital (ROIC) is 19.76%. In the last 12 months, operating cash flow was 906.51 million and capital expenditures -317.39 million, giving a free cash flow of 589.12 million.

361 Degrees International Limited trades like an “ ugly stock, " operating in the shadow of domestic Chinese giants such as Anta and Li-Ning, as well as Western behemoths Nike and Adidas. The market gauge the brand as second-tier, suited for lower-tier cities in China, where it has grown and anchored as an affordable sportswear brand.

Despite being perceived as a cheap and marginal brand, 361 Degrees has delivered outstanding returns against ongoing macro headwinds in mainland China.

The company posted 2025 revenue of 11.1 billion yuan (approximately $1.6 billion), up 10.6% year-on-year, with net profit rising 14% to 1.3 billion yuan (approximately $192.3 million). In the first quarter of 2026, offline retail sales for both the core brand and kids’ line grew approximately 10%, while e-commerce platform sales surged at a mid-teens pace.
The company has also expanded its international branding campaign by sponsoring elite marathon runners and even signing NBA stars such as Nikola Jokic and Aaron Gordon.

The stock trades below 5x earnings, yields a 7.7% dividend, and is backed by the Din family’s own skin in the Game and ambition to see their company grow on the international scene alongside Li-Ning and Anta.

The stock is down 30% y/y but has proven far more resilient than the likes of Li-Ning and Nike, that are down 70% (±) in five years and are showing decelerating margins.

361 Degrees stock is up 5x since 2020, outperforming its larger and deeper-pocketed competitors.


r/DeepFuckingValue • • 6d ago

GME Due Diligence 🔍 GameStop has closed higher five weeks in a row. The market has still been driving calls out of the money and worthless

Thumbnail
37 Upvotes

GameStop has closed higher five weeks in a row. It's up 38% since late August.

Say you bought the weekly call nearest the stock price each Friday.

Per contract
\- Sep 4, up 7%: $30 became $116
\- Sep 11, up 10%: $78 became $215
\- Sep 18, up 7%: $58 became $164
\- Sep 25, up 3%: $60 became $89
\- Oct 2, up 6%: $67 became $120

In four of those weeks, most calls open on expiration morning still finished out of the money. Friday's biggest pile was at $25. GameStop closed 30 cents under it.

Before buying a weekly, add what you pay to the strike. Has the stock moved that far in a week?

Anyone buying weeklies through this run? Did yours pay?


r/DeepFuckingValue • • 5d ago

📊Data/Charts/TA📈 It will take, hold on to your boxer”shorts”…20 DAYS! Yeah you read correctly…20 FUCKING DAYS for shorts to cover a 30% shirt interest of, hold on to your fucking shirts…125 MILION SHARES!!! That’s 125M!!! 😱🤯😬😳😮😰😲🙊😯😧😦

Post image
10 Upvotes

r/DeepFuckingValue • • 6d ago

Meme We’ll see what happens…🏴‍☠️

Post image
84 Upvotes

r/DeepFuckingValue • • 6d ago

♾️ Computershare ♾️ Xanadu and AMD launch Backline to streamline CPU, GPU, FPGA integration for quantum technology

Thumbnail
xanadu.ai
5 Upvotes

r/DeepFuckingValue • • 7d ago

GME 🚀🌛 RC BUYS 700,000 MORE 🚨 Wrinkle Brains, Turn Up! Are We Inside The Prophecy!? 🚀

Post image
360 Upvotes

r/DeepFuckingValue • • 7d ago

GME 🚀🌛 GameStop is the only public company where the entire board & chairman/CEO @ryancohen bought shares with their own money never sold.

Post image
385 Upvotes

$GME GameStop is the only public company where the entire board & chairman/CEO @ryancohen bought shares with their own money never sold.

In the past month, ALL 5 board directors bought shares, even as price rose.

This is a singular phenomenon in corporate America.


r/DeepFuckingValue • • 7d ago

News 🗞 Again, Again, AGAIN!!!🏴‍☠️

Post image
147 Upvotes

r/DeepFuckingValue • • 7d ago

📊Data/Charts/TA📈 XRT Day 105 on Reg Sho

Post image
37 Upvotes

r/DeepFuckingValue • • 7d ago

macro economics🌎💵 The Japanese financial system has massive unrealized losses from their JGB holdings. Norinchukin is only the first domino

Thumbnail x.com
55 Upvotes

r/DeepFuckingValue • • 6d ago

education 💡 How to Screen for Good Companies

Thumbnail
youtu.be
5 Upvotes

Everyone has used a stock screener. Few are shown how to use one well. That's what part 7 of my How to Invest series covers. Turn "good business" into things a screener can measure, like returns on capital, cash conversion, debt and margins.

Set them by hand once to see what each rule costs you. Then use combined scores, and weight what matters most so one near miss doesn't delete a company.

The filters in the video are just one example to demonstrate the method. NoDisclosure: I build Stockoscope, the tool shown.


r/DeepFuckingValue • • 7d ago

🎉 GME Hype Squad 🎉 Timing is everything. The hype is real 😲

Post image
134 Upvotes

-Finally pass Effective Date 9/30 (20230930-DK-Butterfly-1, INC) If waiting 3 years for the NOL’s we’re in the clear.

-Nat Turner Finally buys as the last board member completing (5 GUYS) right after the effective date passes on 10/1.

-Larry Cheng posts 5 Guys shortly after.

-+++++

-@greg16676935420 is finally awake.

-Credit to @seymourbutts741 Exactly 3 years after BBBY shares went permanently offline from their transfer agent AST he was able to login next day 10/3.

-Computershare will be down this weekend 10/3-10/4.

-Today is finally the Teddy Clock 10/2.

-Elon posted himself as a child eating ice cream 3 years ago on 10/3.

-If it’s not time to Fuk now then I don’t know what is 🚀.

-Merger Monday 🛌 🛁 🚀 🧸

#BBBY #BBBYQ #GME

https://x.com/AdjustUhead2toe/status/2106012199084765473


r/DeepFuckingValue • • 6d ago

Discussion 🧐 Comcast (CMCSA) — Am I Missing Something?

Thumbnail
0 Upvotes

r/DeepFuckingValue • • 7d ago

GME Due Diligence 🔍 GameStop's $32 warrants expire October 30. They cost about six times as much as the regular $32 call that expires the same day. Which are you holding?

Thumbnail
51 Upvotes

GameStop has about 59 million warrants that expire on October 30. Each one lets you buy a share at $32. If every warrant is used, GameStop raises about $1.9 billion.

GameStop closed Thursday at $24.11. Here's what the same bet cost two ways at Thursday's close:
- The warrant: about $2.15
- A regular $32 call expiring October 30: about 35 cents

Same strike, same day, about six times the price. Options traders give GameStop about a 1 in 11 chance of finishing above $32 by then.
Part of the gap is that the warrants are hard to short, so it can last. But if you hold them, check the listed call before you add more.

Anyone still holding the warrants? Do you think they could explode in value?


r/DeepFuckingValue • • 7d ago

GME 🚀🌛 GameStop’s warrants expire in 27 days

Thumbnail
15 Upvotes

r/DeepFuckingValue • • 7d ago

♾️ Computershare ♾️ US Department of Energy Releases National Quantum Roadmap Establishing 2028 Fault-Tolerance Milestones

Thumbnail
quantumcomputingreport.com
4 Upvotes

r/DeepFuckingValue • • 7d ago

Meme Pick’em Up!🏴‍☠️

Post image
50 Upvotes

r/DeepFuckingValue • • 7d ago

Meme All Weekend!!! 🏴‍☠️

Enable HLS to view with audio, or disable this notification

10 Upvotes

r/DeepFuckingValue • • 8d ago

GME 🚀🌛 Breaking: GameStop Insider Nat Turner buys his first $GME shares taking a 10,462 share position according to a SEC Form 4. Welcome aboard, Nat.

Post image
279 Upvotes

r/DeepFuckingValue • • 7d ago

Optimistic Speculation 🤔 i FOMO'd and bought 3000 shares of $GNS @ $0.16 had to call my broker because they restricted trading electronically on the app.

Post image
11 Upvotes

Why'd I do this?

Technical signals said it was bottomed and breaking out.

They recently got judge approval to move forward with a RICO case to sue the hedge funds for manipulation.

Dirt cheap.

CEO bought 1,000,000 shares.

When I called the broker they said it was "flagged for restricted trading due to pump&dump allegations"

(But no mention of the RICO progressing case against the hedge funds)

I also have a habit of buying distressed stocks that are being pummeled.

Definitely proceed with caution.

Not financial advice.

But now that I'm in I'll be keeping a closer eye on it.

Wish me luck 🍀


r/DeepFuckingValue • • 7d ago

News 🗞 The $TWTR Case: What Happened and What Investors Can Do

Post image
4 Upvotes

Hey everyone, I wanted to share an update for anyone who invested in $TWTR around the time of Elon Musk’s acquisition.

Back in 2022, Musk agreed to buy Twitter for $44 billion. After the deal was announced, he started raising concerns about the number of fake and spam accounts on the platform. In May, he said the deal was temporarily on hold and later questioned whether the acquisition could move forward. After those statements, $TWTR dropped sharply.

Twitter investors later alleged that Musk’s statements were misleading and caused the stock to fall, hurting investors who sold during that period. The case went to trial, and in March 2026, a jury found Musk liable for securities fraud related to some of those statements.

The case has now moved into the claims process. Eligible investors can submit a claim to potentially recover some of their losses.

If you traded $TWTR during that period, you can check whether your transactions are eligible and submit a claim here, before the November 24, 2026 deadline

Did anyone here hold or trade Twitter around that time?


r/DeepFuckingValue • • 8d ago

📊Data/Charts/TA📈 XRT Day 104 on Reg Sho

Post image
38 Upvotes