July Real Worth Stocks Members Newsletter
Helping you invest better with Ben Graham Net-Nets, Small Cap Value and Merger Arbitrage stock picks
In this month’s newsletter:
July stock pick Axos Financial (AX) with report and valuation
Bayesian Thinking mental model
Stock watchlist and Real Worth Stocks portfolio updates with buys and sells
Activision arbitrage - is now the time to sell?
Axos Financial: a 17% ROE, strongly growing US bank, priced at 1.66x book, with an excellent asset quality track record.
Please see my YouTube video on Axos Financial linked below, and subscribe for future YouTube videos.
Investment thesis - Potential return:
