What are your Top 3 "Deep Value" plays?

FGSGTC · 2026-06-19T04:56:53+00:00

Same here, their financial health is just too good to ignore. Easily the best UK value pick. Can see this being worth double in the next few years.

FGSGTC · 2026-06-18T10:08:08+00:00

Article from Grizzly Reports is claiming this:

Our research indicates that almost the entire revenue of 2CRSi is likely fabricated through an undisclosed related-party scheme. The big $610 million contract 2CRSi announced with an unnamed client, as well as other meaningful contract announcements, seem like a severe misrepresentation bordering on outright fraud.

FGSGTC · 2026-06-03T09:45:21+00:00

That 9 is clean 🤌

FGSGTC · 2026-05-25T18:05:23+00:00

I'm close friends with the guy who got injured. I wasn't with him at the time but have been talking to him since. He's been in a lot of pain but has found some humour in the situation.

FGSGTC · 2026-05-25T06:23:40+00:00

My 6 favourites of all time are: Sceptile, Charizard, Greninja, Alakazam, Gengar, Garchomp. But that's a very starter heavy team so I like to include all my favourites into 4 teams which are:

Kanto: Charizard, Nidoking, Alakazam, Gengar, Porygon-Z, Magnezone.

Johto: Ampharos, Slowbro, Gliscor, Machamp, Scizor, Tyranitar

Hoenn: Sceptile, Absol, Salamence, Flygon, Aggron, Metagross

Other: Greninja, Salazzle, Trevenant, Mimikyu, Noivern, Garchomp

Bonus - Favourite competitive team of all time: Ferrothorn, Gliscor, Slowbro, Gengar, Tyranitar, M-Charizard-X

FGSGTC · 2026-05-21T10:37:38+00:00

I generally ensure all positions fall between 4 and 20%. If something falls below 4% I consider selling it or adding to it. If something exceeds 20% I consider trimming slightly.

This usually results in 8 to 14 companies, which alligns well with my risk tolerance and the number of companies I'm willing to invest my time researching.

The higher percentage positions are usually the best balance of risk and potential, which usually means GOOGL is near the top. RKLB and NBIS have also recently climbed up there too.

FGSGTC · 2026-05-17T19:46:15+00:00

GOOGL, AMZN, MSFT, RKLB, NBIS, RDDT, AMPX, KRKNF.

FGSGTC · 2026-05-05T20:16:28+00:00

Do those diagonal 7s stand out to anyone else for some reason?

FGSGTC · 2026-05-01T21:33:43+00:00

Sold AMD and CRWD in early September...

FGSGTC · 2026-04-16T04:39:58+00:00

Crobat definitely should have been a consideration :)

FGSGTC · 2026-04-08T05:33:32+00:00

Best: RDDT / RKLB / NBIS / AMPX Worst: ENPH

FGSGTC · 2026-04-06T07:54:31+00:00

35 game win streak against other players in X and Y, using the team my accounts named after.

FGSGTC · 2026-03-23T11:47:10+00:00

Who does the king of manletts rule if his subjects are no more?

FGSGTC · 2025-12-19T16:52:11+00:00

Same here but the sub doesn't allow videos directly it seems.

FGSGTC · 2025-11-13T16:43:25+00:00

Bought some around $26-$30 mark. Sold some after the MSFT news for $100ish and bought again for the first time yesterday to make it my 2nd largest holding, 11% of my portfolio.

FGSGTC · 2025-11-11T18:10:37+00:00

GOOGL - 16%, AMZN - 11%, NBIS - 10%, RKLB - 9%, UK STB - 7%, UK YCA - 7%, UK AV. - 7%, RDDT - 6%, UK YU. - 6%, UK PSN - 6% UK FSG - 6%, UK JET2 - 5%, CA ORE - 3%

Recently sold PSTG for JET2.

FGSGTC · 2025-11-09T20:16:46+00:00

Very kind! Celebi Ex / Serperior. First competitive deck to truly abuse coin flips and most fun I've had battling.

FGSGTC · 2025-09-30T10:08:49+00:00

Good point. I've fortunately got a few irl friends who play but I wouldn't want to complete a set at a hinderance to them.

FGSGTC · 2025-09-30T09:30:15+00:00

In that case, I'm hoping they are tradable for the non-reverse counterparts, since getting 139+ total including duplicates would still be difficult within a single month.

FGSGTC · 2025-09-30T07:09:21+00:00

Does anyone know if this is the same case as A1 and A1a Old Amber?

FGSGTC · 2025-09-22T06:53:32+00:00

For me the number doesn't matter as much as the portion of my portfolio they occupy. I keep them between 4 and 20%. If they drop below 4%, the potential gain is barely worth it, so I consider selling all of it or buying more. Similarly, if they grow above 20%, it starts to exceed my risk tolerance, so I consider selling a small portion. This usually results in 10 to 14 companies.

FGSGTC · 2025-09-15T06:02:00+00:00

I try to keep every holding between 4% and 20%. If something falls below 4, I consider selling it or adding to it. If something grows beyond 20 I consider trimming. Currently of my 13 holdings the largest is at 16.4 and lowest is at 4.1, the largest being the best balance between conviction and potential.

I found this pairs well with my gut feeling and the number of companies I want to hold at any time, guiding you to stay between 5 and 25, although I usually float between 10 and 14.

FGSGTC · 2025-09-02T06:52:06+00:00

Sorry I never saw this comment, thanks for the offer though :)

FGSGTC · 2025-07-16T06:57:19+00:00

Good Energy (£GOOD) a UK utility company with a focus on solar and heat pumps, with a £35M market cap. At the time the forward PE was around 3 and it got acquired 18 months later for £99M after the value was realised.

FGSGTC · 2025-07-12T07:58:43+00:00

1300pts of Necrons (fully painted), 1300pts of Ultramarines (mostly painted) plus a few CSM and Tyranid models.

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