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Quick Value #307 - CBIZ Inc (CBZ)
Beaten down stock transitioning from EPS growth story trading at 20-30x earnings to value stock at 7-8x earnings
Mar 9
18
2
Quick Value #306 - Ziff Davis (ZD)
This "perceived" AI loser is trading at 2.4x EBITDA and actively shopping parts of the business; deal announcements expected soon
Mar 2
7
3
1
Quick Value #305 - Dauch Corp (DCH)
Recently completed "merger of equals" in the auto supplier industry
Feb 16
14
1
1
Quick Value #304 - Portfolio Changes
Wholesale changes in the portfolio: outlining my thoughts on 4x buys and 5x sales
Feb 9
8
2
Quick Value #303 - Allison Transmission (ALSN)
Recently acquired Dana's off-highway business; a look at the pro-forma financials
Feb 2
9
3
1
Quick Value #302 - Special Sit Combo Meal
Within a 2-year period, this one has it all: 1) beaten down share price; 2) balance sheet transformation; and 3) management change
Jan 26
10
Quick Value #301 - KBR Inc (KBR)
A "way too early" look at the upcoming KBR spin-off
Jan 20
8
1
Quick Value #300 - Canadian Inflection
This Canadian microcap is an early innings capital allocation inflection; shares are super cheap at 3x EBITDA and 7x FCF
Jan 12
9
2
Quick Value #299 - Cinemark (CNK)
Beaten down on fears of NFLX/WBD deal; stock is cheap and capital allocation inflecting
Jan 6
10
5
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