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Lee Roach ✓

@leevalueroach

I’m interested in post bankruptcy, NAV, and undervalued micro and nano cap stocks. Margin of safety over everything. I write about cheap stocks.

39 261Followers
362Following
5 890Posts total
907.5KViews on collected posts

Latest posts

@leevalueroach Have u read “When money dies?” Real estate owners typically didn’t do well during that period. The costs of maintenance and repairs/replacement were very much impacted by hyperinflation and ate all the returns. Property type obv an important distinction here 23.9K views · 79 likes · 5 reposts · 1 replies Open on X →
@leevalueroach In Germany gold dealers need to register your name and address for any precious metals purchase above 2k€. Seems like the government preparing for future expropriations. 7.4K views · 37 likes · 2 reposts · 5 replies Open on X →
@leevalueroach The US will probably do something similar to gold & silver physical holders in the future... once gold hits $20K / ounce. They will tax the hell out of the gains. 28.1K views · 69 likes · 5 reposts · 5 replies Open on X →
Everyone knows real assets beat bonds in a hyperinflation. Fewer people know what the German state did about it afterward. In 1923, hyperinflation wiped out mortgage debt in Germany. A landlord who owed 100,000 marks in 1914 could clear it in 1923 for what was, in real terms, 531K views · 2.1K likes · 373 reposts · 57 replies Open on X →
@leevalueroach 😂 1.3K views · 6 likes · 0 reposts · 0 replies Open on X →
@leevalueroach On an absolute and relative basis 1.1K views · 7 likes · 0 reposts · 0 replies Open on X →
@leevalueroach Give me an example of a company that was given a revolver at the time its market cap was less than the revolver commitment. 1.3K views · 9 likes · 0 reposts · 0 replies Open on X →
@leevalueroach Your point is valid only if two conditions are met: (1) the revolver is literally the sole potential source of external debt financing (so the company has no term loans, bonds, etc.) and (2) that revolver is completely undrawn. In any other situation the analysis 3K views · 14 likes · 0 reposts · 2 replies Open on X →
@leevalueroach This is ridiculous, the banks could have committed to the revolver years ago before the market crash collapsed. 2.2K views · 7 likes · 0 reposts · 1 replies Open on X →
If you guys liked this post you might like my newsletter. I write about deep value stocks and try to buy hard assets. Check it out here. https://t.co/a5WfClpa3L 6K views · 21 likes · 1 reposts · 0 replies Open on X →
@leevalueroach https://t.co/qPpjAePxK7
2.8K views · 50 likes · 1 reposts · 0 replies Open on X →
Japan is the canary. Nobody is listening. For thirty years Japan ran the largest monetary experiment in human history. Zero rates. Yield curve control. A central bank that ended up owning roughly half its own government bond market. The theory was that a sovereign borrowing in h
299.6K views · 2.8K likes · 670 reposts · 148 replies Open on X →

Against accounts of the same size

12 posts from the last 90 days, next to the 10K–100K follower range. shown widely, but few of those viewers react.

Median views4 540this account924median for 10K–100K
Reach, %11.56%this account3.62%median for 10K–100K
Engagement, %0.51%this account1.52%median for 10K–100K
MetricThis accountMedian for 10K–100KRatio
Median views per post4 5409244.91×
Reach (views ÷ followers)11.56%3.62%3.19×
Engagement rate0.51%1.52%0.33×

Others in this range →   Compare with another account →   How these benchmarks are built →

Growth & engagement

How the posts we collected actually performed: views and reaction rate post by post, what the audience did with them, and where the follower count goes.

Views per post

299.6K31 Jul
2.8K1 Aug
6K
2.2K27 Aug
3K
1.3K
1.1K1 Sep
1.3K
531K3 Sep
28.1K
7.4K
23.9K

Last 12 collected posts, oldest on the left. The scale is logarithmic: one post can outrun the rest a hundred times over.

Engagement rate per post

1.24%31 Jul
1.84%1 Aug
0.36%
0.36%27 Aug
0.53%
0.71%
0.66%1 Sep
0.47%
0.49%3 Sep
0.28%
0.60%
0.36%

Reactions — likes, reposts, replies and quotes — divided by views. Median for 10K–100K accounts is 1.52%.

What the audience does

Likes50.9%5 213 in total
Reposts10.3%1 057 in total
Replies2.1%219 in total
Quotes1.5%158 in total
Bookmarks35.1%3 594 in total

Share of every reaction we collected for this account. Replies mean argument, reposts mean endorsement, bookmarks mean the post was worth keeping.

The follower curve appears once this account has two daily snapshots — we take one a day, and this one is on its first.

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