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
The malls alone are worth almost what the whole company trades for.
You get Europe's biggest urban regeneration project thrown in.
My latest piece out earlier today:
Price to Tangible Bruce retweeted
If your mental model of Greece is still frozen around a decade ago, you are missing one of Europe’s sharpest economic turnarounds.
I found Ground Zero for this resurgence. A deep value play, linked below:
The malls alone are worth almost what the whole company trades for.
You get Europe's biggest urban regeneration project thrown in.
My latest piece out earlier today:
Price to Tangible Bruce retweeted
"Mom, how did we get so rich?"
"Your Father cornered the UK market for wind-up radios in the Autumn of 2026"
"Mom, how did we get so rich?"
"Your Father cornered the UK market for wind-up radios in the Autumn of 2026"
Price to Tangible Bruce retweeted
Was up 40% on a position this time last week.
Now down 5%.
Bloody microcaps.
You can use this same chart to map those who clean their teeth twice per day.
Colgate. We are so early.
Price to Tangible Bruce retweeted
You've got to pick one or two funds, investment trusts or ETFs that you are 90% confident will achieve a 12%+ CAGR over then next five years.
Who you picking and why?
Price to Tangible Bruce retweeted
Athens.
Company I am researching and writing up at the moment is a value play on this tailwind.
Monaco or Athens these days
teapawt.org/gideonrachman/status/2…
Price to Tangible Bruce retweeted
This net-net I wrote up in Sept has made what looks like a prudent acquisition recently; using cash to acquire a third-pillar to their business.
One of my favourite holdings:
You've got to pick one or two funds, investment trusts or ETFs that you are 90% confident will achieve a 12%+ CAGR over then next five years.
Who you picking and why?
Athens.
Company I am researching and writing up at the moment is a value play on this tailwind.
Monaco or Athens these days
teapawt.org/gideonrachman/status/2…
This net-net I wrote up in Sept has made what looks like a prudent acquisition recently; using cash to acquire a third-pillar to their business.
One of my favourite holdings:
Value investing isn't about predicting tomorrow's stock price.
It's about estimating what a business is worth and refusing to overpay for it.
Net-nets have a long history of outperforming.
I’d go a step further: those with share buybacks and insider buying have the potential to outperform by even more: