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Actionable insights — Added to RWT common at 4.23

The repeatable analysis behind the add: not what he bought, but how he sizes into it — an incremental, discount-driven build across two dated posts.
2026-JUL-06 · Discord VIP post (SSR) · Jay Singh (Special Situations Report; ex-Goldman Sachs) · read ↗ · full analysis · transcript
How to read this page: the method distilled from two short RWT alerts (the initial buy 2026-JUL-02 and this add) — how he scales a deep-value income position as the discount widens. The boxed line shows the actual tranches.

1. Scale in by basis points — buy small, add bigger as the discount widens

The repeatable method
  1. Open a deep-value income name with a deliberately small starter tranche (basis points of the book), not a full position — you don't need to be right on the exact bottom.
  2. Anchor the add to the discount-to-value, not the price direction: as the stock falls and the discount to book (or NAV) widens, the risk/reward improves, so step the increment up on the next tranche rather than chasing strength.
  3. Choose names where a high, covered dividend pays you to wait for the discount to close — the yield is the carry that makes averaging down affordable.
  4. Keep each tranche small in absolute terms so a value trap can't damage the book; the sizing itself is the risk control.
Here: RWT — 10 bps at $4.61 (35% discount to book, 16% yield) on 2026-JUL-02, then a larger 25 bps at $4.23 (42% discount, 17% yield) here as the discount widened. Part of the DX/NLY/RWT high-dividend mortgage-REIT basket held on the rate-peak thesis.
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Methods distilled from short written VIP alerts (Discord / Special Situations Report; text in transcript.txt) for personal study. Not investment advice.