If you equally weight all your recommendations, (e.g., say you invested $1000 in each of them) and then you combine their ending market values at 12-31-24, what would be your overall IRR?
For the 2024 deep value ones, net tangible, net current asset, net cash that are in 2024 I got a 34.4% IRR return from time of recommendation to 12-31-24.
Mark,
If you equally weight all your recommendations, (e.g., say you invested $1000 in each of them) and then you combine their ending market values at 12-31-24, what would be your overall IRR?
Thanks -- Jerry Wendelin
I forgot NNDM and to be more broad I included all of the deep values back to the beginning here in '23. So I added PDYN CWGL SVT SLGC NNDM JSDA.
I added Jones Soda JSDA too even though it wasn't deep value because I had a whole post on it. It was a big loser.
I lost interest in Save Foods SVFD from the first post in '23 and I couldn't find what happened to it. So I didn't include it.
I got a 41.2% internal rate of return equally weighted $1k in each from time of post to 12-31-24
Start End 12-31
Jva 1.58 3.60
Agae .81. .79
Seer. 2.23 2.31
Orgn 1.06 1.28
Fcel 30 9.04
Frey. 2.40 2.58
Actg 5.26 4.34
AOUT 9.05 15.24
Prts .93 1.08
Qsi 1.18 2.70
Acrs 2.44 2.48
Fulc 3.65 4.70
NNDM 2.16 2.48
Jsda .42 .17
SVT 10.75 10.61
CWGL 6.4 6.35
Pdyn 2.00 12.20
SLGC 2.15 2.90
For the 2024 deep value ones, net tangible, net current asset, net cash that are in 2024 I got a 34.4% IRR return from time of recommendation to 12-31-24.
These were the 2024 deep value ones.
Ticker start end
Jva 1.58 - 3.60
Agae .81 - .79
Seer 2.23 - 2.31
Orgn 1.06 - 1.28
Fcel 30 - 9.04
Frey 2.40 - 2.58
Actg 5.26 - 4.34
AOUT 9.05 - 15.24
Prts .93 - 1.08
Qsi 1.18 - 2.70
Acrs 2.44 - 2.48
Fulc 3.65 - 4.70