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Hi,
We hadn't launched a new service or business line in ~5 years....
But that changed on August 26th with Deep Value Wealth and the Deep Value Report.
Before I was a dividend growth investor, I was fascinated with value investing. And specifically deep value investing.
It's something I believe in and practice in my personal portfolio as well. I've been personally testing deep value strategies with my own capital since 2020.
I've learned many lessons during that time.
And that brings us to now...
Deep Value Investing
Deep value investing is only applicable for "smaller" sums of capital. You couldn't invest billions of dollars into the type of stocks we recommend at Deep Value Wealth.
And that's a big advantage that individual investors rarely take advantage of.
"If I were working with small sums, I certainly would be much more inclined to look among what you might call classic Graham stocks, very low PEs and maybe below working capital and all that. Although – and incidentally I would do far better percentage wise if I were working with small sums – there are just way more opportunities. If you're working with a small sum you have thousands and thousands of potential opportunities and when we work with large sums, we just – we have relatively few possibilities in the investment world which can make a real difference in our net worth. So, you have a huge advantage over me if you're working with very little money."
– Warren Buffett
This advantage has translated to excellent historical returns.
Benjamin Graham’s net current asset value criteria generated compound annual returns of 38.7% from 1970 through 2013.
Source & Notes: Deep Value by Tobias Carlisle, pages 189-190. The Benjamin Graham net current asset value criteria is stocks trading for less than 2/3 of net current asset value.The image above is for illustrative purposes only. No investor could realize the above returns because there is not nearly enough liquidity in the net current asset value to compound such large sums of capital. Few stocks trade for below net current asset value at any one time, and the ones that do tend to have small market caps. This makes the strategy unusable for larger institutional investors, but potentially suitable for sophisticated individual investors.
It's critical to remember that deep value stocks are not high quality dividend growth stocks. Deep Value stocks are riskier.
Most are currently unprofitable. They are cheap for a reason... But they are typically far cheaper than warranted – that's where the high returns come from.
Deep Value Wealth
Deep Value Wealth exists to help investors find, buy, hold, and sell deep value stocks.
The Deep Value Wealth methodology is to buy stocks that:
- Are undeniably cheap from a fundamental perspective
- Have extremely negative market sentiment
These are stocks trading below net current asset value that are also down 90%+ from their all-time highs.
- Net current asset value equals current assets less all liabilities.
- When a stock trades below net current asset value, the entire business is more-or-less trading below its liquidation value.
- The actual operating business therefore has a negative value according to the stock market; a likely sign of mispricing.
Our full investment methodology is explained in the 5 Rules Of Deep Value Investing.
Each rule is supported by academic research and common sense principles from some of the world’s greatest investors.
Click here to download the 5 Rules Of Deep Value Investing PDF for free.
The Deep Value Report
The Deep Value Report is our flagship service at Deep Value Wealth.
The Deep Value Report has everything you need to start adding deep value stocks to your portfolio, including:
- One-off buy recommendations matching our buy rules in the 5 Rules Of Deep Value Investing.
- Actionable sell recommendations on past recommendations as needed matching our sell rules in the 5 Rules Of Deep Value Investing.
Each buy recommendation is thoroughly vetted and researched. This is not a quick screen or automated AI guesswork.
Note: We are focused on the U.S. market, not international stocks.
The stocks we recommend are often unprofitable businesses. But they tend to have catalysts that should help unlock shareholder value.
And interestingly, unprofitable (and non-dividend paying) net current asset value stocks have generated better returns than those that are profitable.
Source: Deep Value by Tobias Carlisle, page 133. The above studies count net current asset value stocks as those trading for 2/3 or less of net current asset value.
This makes sense because non-profitable businesses can see sentiment reverse if they return to profitability.
You will instantly receive our 1st buy report when you join, and all future buy reports as long as you are a member.
Note: All reports are delivered by email from Ben@deepvaluewealth.com.
We expect to deliver several more buy reports in the coming 1-2 weeks.
The exact timing of buy reports going forward will fluctuate because our criteria are time-sensitive and highly selective.
We are targeting rare opportunities, which by definition aren't constantly available in large supply.
With that said, I expect at least a few new buy recommendations every month, with many more during times of market turmoil (when stock price declines make more opportunities available).
Launch Special Pricing Opportunity
We are offering deeply discounted pricing on the Deep Value Report to celebrate its launch!
Key points are below:
- The Deep Value Report Will Never Be This Inexpensive Again
Normal price: $999/year
Your savings are: $700/year
Deep discount price: $299year
- Your price will never increase after you join
It will stay at just $299/year.
- 7-Day Free Trial & 60-Day Full Refund Period
There's absolutely no risk to join because you get a 7-day free trial and a 60-day 100% refund period on your initial payment. If The Deep Value Report isn't right for you, just email me at Ben@deepvaluewealth.com to opt-out.
- Limited Time No Exceptions Launch Offer
This is a no exceptions offer. Once it’s gone, it’s gone forever. It ends at 8:00 PM CT on August 31st, 2026, in just:
There's absolutely no risk to join thanks to our 7-day free trial. But there is serious wealth creation potential from investing with The Deep Value Report.
Notes: Enter coupon code LAUNCH if it doesn't auto apply.
Please email me at Ben@deepvaluewealth.com with any questions. I look forward to hearing from you!
To your compounding wealth,
Ben Reynolds
Founder, Sure Dividend & Deep Value Wealth
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