I'm Bruce, a deep value investor. Buying what most investors don't like across global public markets.
Joined April 2026
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Price to Tangible Bruce retweeted
I went looking for another cheap Korean stock. I found the manufacturer behind some of the world’s best brands.
FREE TO READ. My latest deep value article. Linked below:
Price to Tangible Bruce retweeted
What if you could buy a company for less than the cash and inventory sitting on its balance sheet? That’s a net-net. They’re rare, usually ugly, but occasionally very profitable. Here’s one I own:
What if you could buy a company for less than the cash and inventory sitting on its balance sheet? That’s a net-net. They’re rare, usually ugly, but occasionally very profitable. Here’s one I own:
Price to Tangible Bruce retweeted
A speculator could argue that if today’s UK Budget or policy more generally favours the north, then this business will do very well.
It’s plausible upside optionality.
But this is a good business at a great price, regardless. #NTBR
This this this.
The 80/20 rule applies to investing.
Nothing-burger of a budget. Can confirm my £10m deep value micro-cap did not twitch.
Illiquid, unloved, unmoved. Fundamentals intact.
A speculator could argue that if today’s UK Budget or policy more generally favours the north, then this business will do very well.
It’s plausible upside optionality.
But this is a good business at a great price, regardless. #NTBR
Price to Tangible Bruce retweeted
A chunk of the cash has gone on an acquisition.
“a disciplined use of capital...meaningful opportunities to strengthen long-term earnings and cash generation” $PEW
A chunk of the cash has gone on an acquisition.
“a disciplined use of capital...meaningful opportunities to strengthen long-term earnings and cash generation” $PEW
Price to Tangible Bruce retweeted
This basket is doing quite well.
Pick a theme with tailwinds, find cheap equities within it. Enjoy the flaming golfballs:
Japan’s Defence spending is in a boom.
I take a look at the obscure deep value names offering great exposure to this tailwind: tangiblebruce.substack.com/p…
This basket is doing quite well.
Pick a theme with tailwinds, find cheap equities within it. Enjoy the flaming golfballs:
Japan’s Defence spending is in a boom.
I take a look at the obscure deep value names offering great exposure to this tailwind: tangiblebruce.substack.com/p…
Price to Tangible Bruce retweeted
More insider buying since this was published in July. A net-net worth your time: