Last Chance

The last chance to get The Value Road at $8 dollars per month

I grew up in a small town in rural Michigan of one thousand people. Everybody knows everybody. The town is so small there isn’t even a traffic light. Manufacturing and service workers make up the humble GDP. Most people there don’t know what an investment banker is, a hedge fund, collateralized debt obligations, or pick any “fancy” finance term. The closest most come to finance is at their local community bank or the pay day lender down the road.

It was the same for me for the longest time. I had a 401k from work. And I knew what the stock market was. But I never followed it closely. Until I picked up Security Analysis by Ben Graham. Then I read The Intelligent Investor. After reading both of those books, everything clicked. To make money in the market, all you had to do was buy stocks trading significantly mis-priced and trading under liquidation value.

I then started to write on Seeking Alpha. It was a way to construct my investing ideas onto paper. Write out my thoughts and have individuals critique my analysis in real time. With every article I wrote, my analysis improved. I got better at understanding the key drivers of how a company generated free cash flow and what those said assets could be worth.

Three months ago I started The Value Road and it has already exceeded my expectations. As of this writing, The Value Road has 52 paying subscribers. And now I have come to the realization that I could potentially quit my full time job and focus on analyzing stocks and writing full time.

That being said, it is time for me to raise price on this newsletter. Currently you can become a paying subscriber for eight dollars per month. Almost as much as a cup of coffee. It is an extremely low price for the value that I am offering. So on Tuesday, pricing for The Value Road will be going up to $300 dollars per year, or $25 dollars per month.

Anyone who is currently subscribed at $8 dollars per month will be forever grandfathered in at that price. You were my early supporters. And I am thankful for the support.

In addition, there is an open slot at $8 dollars per month, FOREVER, for the next fifteen subscribers. Once those slots are filled —or Tuesday comes — pricing will be going up to $25 dollar per month.

As a paying subscriber you get exclusive access to my analysis on cheap stocks. I am a value investor that is interested in post bankruptcy, companies trading significantly under their net asset value, and undervalued micro and nano-cap stocks. I only invest in companies that have layers of value behind them, usually with little or no debt. I don’t pay up for growth and underwrite any investment with stringent analysis.

A few examples of stocks that I wrote about that have done well are the following:

Hanesbrands (HBI): up 54% since publication

Amrep: up 43% since publication

United Natural Foods: up 111% since publication

Hurco: up 24% since publication

Alico: up 22% since publication

Carparts.com: up 36% in a month at the peak and currently up 16%

These are just a few examples of stocks that I have written up that have done well. An investment in any of these could have paid for The Value Road subscription, many times over. In addition, the commonality among all of these stocks is that they were trading under liquidation value and hated by the market. If you buy enough stocks under liquidation you will do well for yourself.

My plan is to write more about cheap stocks and hopefully within the year I can be doing this full time. The only way I see this being viable is to increase price. So if you want to get in before the price increase, the first fifteen subscribers will be grandfathered in at $8 dollars per month. After that, price will go to $25 per month.

I have a few ideas that I am looking at that look really interesting. Over the next week or two I will have these published and ready to read.

I hope everyone has a good weekend. If anyone has any questions feel free to reach out to me.