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Title: Deep Value Investments Blog – Cheapest opportunities out there.

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Had a very difficult H1, have eked out a profit but not by much and nowhere near enough to justify time/effort/risk. These figures are as at end July, rather than a strict H1, as I am making a big non stock purchase so have had to sell a few things and been very distracted. My…

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My usual end of year review, up 62%. This compares to about 24% for the FTSE All Share and 9% for the NASDAQ. To put performance in context since ’08 I have slightly beaten the NASDAQ if you don’t consider Russia a total wipe out or am about 30% behind if you value Russian frozen…

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Brief note on Kurdistan oilers – I have GKP / GENL but applies to the others DNO / SNM Good news on pipeline reopening came through, up 14% today. https://oilprice.com/Latest-Energy-News/World-News/Iraq-and-Turkey-Agree-to-Restart-Kurdistans-Oil-Exports.html www.kurdistan24.net/ckb/story/865051 Little concerned we havent heard from apikur yet (https://www.apikur.uk/) (Associatio...

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July 2025 Update +23%
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