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Baby Bond with 21% YTM
Mar 29
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Baby Bond with 21% YTM
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Quick Value 3.27.23 ($TAP)
Molson Coors - major debt reduction = capital allocation inflection point
Mar 27
1
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Quick Value 3.20.23 ($R)
Ryder - could be at compounder status?
Mar 20
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2x upside potential on these pharma stocks
Mar 17
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2x upside potential on these pharma stocks
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Quick Value 3.13.23
Underfollowed small cap run by activist investor
Mar 13
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An update on this classic net-net
Shares of this net-net haven't moved despite buybacks increasing per share book value
Mar 10
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An update on this classic net-net
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Portfolio Update 2.28.23
Mar 7
1
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Portfolio Update 2.28.23
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Quick Value 3.6.23 ($DBRG)
DigitalBridge - Asset recycling and simplification story
Mar 6
1
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Value Don't Lie
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By Colin King
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