Source Post

2 DEEP VALUE Stocks That I BOUGHT! - NOMD + GSL update

Deep Value HunterMay 23, 2026

The creator discusses two deep value stocks they own: Nomad Foods and Global Ship Lease (GSL). They provide an update on GSL, highlighting its business model of owning and leasing container ships, its strong revenue visibility through 2027, and its insulation from fuel price volatility. While acknowledging the inherent volatility of shipping rates as a commodity, the creator notes GSL's focus on smaller ships and the current strength in charter rates.

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Tickers discussed in this post

NOMDBullishHigh ConvictionSignal-backedPrimary

The creator is buying Nomad Foods (NOMD) despite recent price drops and a negative return, citing flat retail sellout and positive underlying business dynamics.

GSLNeutralMedium ConvictionSignal-backedPrimary

Global Ship Lease (GSL) is a deep value stock with strong revenue visibility through 2027, though its charter rates are subject to commodity-like volatility.

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Tracked calls opened from this post

NOMD
buy opened May 23, 2026
-1.85%