HeyJaredDeepValue Capital
I’m Kyler Johnson. I specialize in data-driven turnaround investing | +269.01% from Jan 2024 to March 2026
- Indexed issues, last 90 days
- 11
- Latest publication
- Sep 29, 2026
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- Earliest in this view
- Aug 27, 2026
Latest issues
The 8-Point Gap in Canada Goose's Free Cash Flow (opens the original)
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Recently I wrote an article titled Opportunity in a Destroyed Sector covering 17 apparel brands and retailers that had declined significantly from all time highs to identify those that were most attractive for investment.I identified 3 interesting enough to do more work on.BirkenstockCanada GooseVF CorpI have already written about <a href="https://deepvaluecapital
The Data is Clear... Bargains are Out There (opens the original)
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Every day I keep an eye on the important news that’s affecting the portfolio and markets to sort through the noise and find what actually matters. I use the information to find the best opportunities and stay up to date on the names I own.This week that means looking at where sentiment, positioning, and macro data is telling us to look for opportunities. There are lots of charts and two macro experts with very different opinions.Then to finish things off is specific news from the week on holding
The Two Costs Birkenstock's Multiple Hides (opens the original)
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Let’s be honest.You’ve probably put in the work. You’ve read the filings, followed the news, listened to the calls, and still watched your returns lag.You don’t want more information. You want better results, more peace of mind, and research you can trust.That’s what I do here at DeepValue Capital.From the start of 2024 through August 2026, my portfolio is up 257.3%. The S&P 500 is up 61.16%.<a class="image-link image2 is-viewable-img" href="https://substackcdn.com/image/fetch/$s_!w4Mr!,f_auto,q
The Fed Hiked Rates into Falling Inflation, War is Taking LNG Supply Offline, and Consumers are Still Buying (opens the original)
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Every day I keep an eye on the important news that’s affecting the portfolio and markets to sort through the noise and find what actually matters. I use the information to find the best opportunities and stay up to date on the names I own.This week that means looking at things like: How rate hikes do and don’t affect the portfolio plus one investors take on why they might be a mistake. What areas of the market professional fund managers are ignoring today. How the Iran war benefits certain compa
Opportunity in a Destroyed Sector (opens the original)
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Let’s be honest.You’ve probably put in the work. You’ve read the filings, followed the news, listened to the calls, and still watched your returns lag.You don’t want more information. You want better results, more peace of mind, and research you can trust.That’s what I do here at DeepValue Capital.From the start of 2024 through August 2026, my portfolio is up 257.3%. The S&P 500 is up 61.16%.<a class="image-link image2 is-viewable-img" href="https://substackcdn.com/image/fetch/$s_!w4Mr!,f_auto,q
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