Premium Flagship Update
Imagine a company that owns 54% of one of South America’s largest real estate companies, a stake currently worth half a billion dollars. And imagine the same company also owns one third of a huge South American farmland company, too, worth about $134 million.
Now imagine this company’s total market cap is $44 million less than just those two stakes combined.
That’s the value opportunity our newest Deep Value play offers.
Let’s dig in.
This is the part that matters.
No publisher. No overhead. Four strategies built to beat the market.
Get Full AccessPremium members get:
- Small-Cap Momentum Portfolio — beats the market 16 of the last 20 years
- Equity REITs Portfolio — beat the S&P 500 by 10%+ annually since 1972
- Small-Cap Deep Value Portfolio — Walter Schloss used this method to compound at 20% annually for 47 years
- Alternative Fixed Income Portfolio — 10%+ yields, low drama
- Weekly macro video — credit spreads, NFCI, and hard data. No noise, no politics.
- Daily credit spread dashboard — the data Tim uses to position every portfolio

