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

Posts recentes

Lee Roach ✓@leevalueroach3 Sep

@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 →

Lee Roach ✓@leevalueroach3 Sep

@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 →

Lee Roach ✓@leevalueroach3 Sep

@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 →

Lee Roach ✓@leevalueroach3 Sep

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 →

Lee Roach ✓@leevalueroach1 Sep

@leevalueroach 😂 1.3K views · 6 likes · 0 reposts · 0 replies Open on X →

Lee Roach ✓@leevalueroach1 Sep

@leevalueroach On an absolute and relative basis 1.1K views · 7 likes · 0 reposts · 0 replies Open on X →

Lee Roach ✓@leevalueroach27 Aug

@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 →

Lee Roach ✓@leevalueroach27 Aug

@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 →

Lee Roach ✓@leevalueroach27 Aug

@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 →

Lee Roach ✓@leevalueroach1 Aug

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 →

Lee Roach ✓@leevalueroach1 Aug

@leevalueroach https://t.co/qPpjAePxK7

2.8K views · 50 likes · 1 reposts · 0 replies Open on X →

Lee Roach ✓@leevalueroach31 Jul

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 →

Em comparação com contas do mesmo porte

12 posts dos últimos 90 dias, ao lado da faixa de 10K–100K seguidores. aparece para muita gente, mas poucos desses espectadores reagem.

Mediana de visualizações4 540esta conta924mediana para 10K–100K

Alcance, %11.56%esta conta3.62%mediana para 10K–100K

Engajamento, %0.51%esta conta1.52%mediana para 10K–100K

Métrica	Esta conta	Mediana para 10K–100K	Proporção
Mediana de visualizações por post	4 540	924	4.91×
Alcance (visualizações ÷ seguidores)	11.56%	3.62%	3.19×
Taxa de engajamento	0.51%	1.52%	0.33×

Outras contas desta faixa → Comparar com outra conta → Como estas referências são construídas →

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

2.2K27 Aug

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.

Posts recentes

Em comparação com contas do mesmo porte

Growth & engagement

Views per post

Engagement rate per post

What the audience does

Contas semelhantes