The Acquirers Podcast Unemployed Value Degen on Abacus ($ABX), Newell Brands ($NWL) and Ramaco Resources ($METC) | S08 E04
24 snips
Feb 5, 2026 Stephen Farrington, an independent value investor and Substack writer known as Unemployed Value Degen, discusses niche deep-value ideas. He covers Abacus ($ABX) and the life-settlements business, Newell Brands ($NWL) and its turnaround indicators, and Ramaco Resources ($METC) as a critical-minerals play. Short, focused takes on small-value rotation, manufacturing rebound, and consumer demand follow.
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Small Value Rotation Emerging
- Small value stocks have recently outperformed large growth by a wide margin, suggesting a rotation into beaten-down cyclicals.
- Stephen Farrington sees this as a sustained shift benefiting industrials and materials as manufacturing unfreezes.
Manufacturing And Housing Unfreezing
- Manufacturing and housing were frozen by aggressive rate hikes and supply shocks, but recent data and policy moves show unfreezing.
- Farrington expects reshoring, 100% bonus depreciation and lower rates to ignite capital-intensive industries in 2026.
Buy Consumer Discretionary Reopening Plays
- Consider consumer discretionary names exposed to rising blue-collar wages and reshoring instead of only high-end growth plays.
- Farrington is actively stalking beaten-down brand conglomerates like Newell Brands for multi-bagger potential.
