Scripted Value @scriptedvalue

Investing in cheap businesses 🔍 Generating extra income from great companies 💰 Follow my journey 🧐📍 scriptedvalue.substack.com Joined June 2015

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Scripted Value @scriptedvalue

17 hours ago

Wondering why I don't see more small cap investors talk about $DJCO ? Seems pretty interesting at the current valuation, need to find time to investigate further. Any write-up recommendations?

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Scripted Value @scriptedvalue

2 days ago

Sunday is a Off Markets day for me. Its the day to be with family and gf. Clean up the head for the rest of the week and plan the week ahead.

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400 followers, thank you everyone! My goal is to get to 750 by the end of the year, not sure if it is achievable, but I will try my best to provide genuine thoughts and what I'm doing in the market every day. My style is not long write-ups, but small, quick overviews of what…

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Scripted Value @scriptedvalue

4 days ago

$GRF.F with a big jump today, does anyone know any reason? Couldn't find anything. My pitch at the time I bought it.

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Scripted Value @scriptedvalue

4 days ago

➡️Sold 10/17/25 Calls for a strike of $14.45 for a premium of $0.30 per contract. 👀Things to monitor -> MA(10) movement, Positive Volume, and CMF. If I'm able to keep the position up until my % target, I'll reduce my share cost from $13.05 to $12.83. Happy to answer any…

Scripted Value @scriptedvalue

5 days ago

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Scripted Value @scriptedvalue

5 days ago

Started a position on $DLO about ~3% of the portfolio. I don't think it is extremely undervalued, at least when I try to access a valuation for the business, I get a very wide range of values, where the lower case is pretty much the current value priced for a 9% return over the…

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Scripted Value @scriptedvalue

6 days ago

$DUOL price still has some very high growth expectations priced in for the next 5 years. I like the business, I'm just not sure if expecting an average of 46% EPS growth for the next 5 years to get a 12% annual return is sustainable or not, therefore it's a pass for now to me.…

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Scripted Value @scriptedvalue

6 days ago

Passed on this one, not seeing how it can generate 15% plus return to the shareholders in the next 24 to 36 months. Some unstructured notes below.

Scripted Value @scriptedvalue

7 days ago

Passed on this one, not seeing how it can generate 15% plus return to the shareholders in the next 24 to 36 months. Some unstructured notes below. https://t.co/HqxcjJMfMN

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Scripted Value @scriptedvalue

7 days ago

Starting research on $CCSI if anyone has any insights or recommends any writeup I would appreciate! Will post some updates tomorrow, hopefully I can find the time for research tomorrow between managing my current positions!

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Scripted Value @scriptedvalue

7 days ago

Red day today -4% 🩸

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Maj Soueidan @majgeoinvesting

a week ago

Here’s an investing process journal entry I really connect with. It has to do with focusing on quality, what that really means and how to avoid “looking for the next shiny object syndrome.” Or when boring becomes sexy. I’ll build on it later, but here’s an excerpt. It’s a core…

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Scripted Value @scriptedvalue

2 weeks ago

End of August reflection on selling options: +16% CAGR or 27% Annualized Return in August over exposed capital. Total of 8 closed trades, 7 successful and 1 closed for a loss. So far, looks promising, but I would need to experience a bear market to be fully confident in this.

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Kyle Adams @KyleAdamsStocks

2 weeks ago

@jorgesa_1 I got more info from someone. The $3 EPS is by 2029. They project 15%ish growth next year, then it should grow to 20-25% the subsequent years. The project wins are the key, which they have a lot of this year but take time to ramp. I like it a good bit here at $15ish.

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SmartReversals📈 @SmartReversals

2 weeks ago

The Top Signal Remains in Play Over the last 3 years, shooting stars on the weekly chart for semiconductors $SMH have anticipated pullbacks, which are highly correlated with declines in the S&P 500. This past week, a "hanging man" candle—another reversal pattern—has appeared on…