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VDL Home Base [Start Here]
Getting the most out of a VDL sub - links, resources, trackers, etc.
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Portfolio Update (Part II)
Thoughts on some closed positions, a look at 14 active recommendations (and 4 of my favorites)
Oct 29
13
Quick Value #335 - Truist Financial (TFC)
New (external) CEO at TFC, $1m insider buy and already shaking things up
Oct 26
15
1
Portfolio Update (Part I)
What I’m buying today
Oct 19
12
3
1
Quick Value #334 - Flowers Foods (FLO)
Another beaten down CPG stock with a fresh dividend cut
Oct 12
21
Quick Value #333 - Thinkific Labs (THNC.TO)
Canadian microcap with net cash balance sheet and cost saving plan totaling 20% of market carp
Oct 10
9
Investing in Turnarounds
A field guide to investing in turnaround stocks; some case studies and a few actionable ideas too
Oct 1
25
4
Quick Value #332 - Gentherm (THRM)
Reverse Morris Trust (RMT) transaction set to close in a few days
Sep 28
13
Quick Value #331 - Corteva / Vylor Spin-Off
Corteva (CTVA) slated to spin-off Vylor (VYLR) on Oct 1, 2026
Sep 21
19
9
1
A Guide to Investing in M&A Situations
This is Part 11 of my field guide for investment themes.
Sep 15
19
1
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Quick Value #312 - Nomad Foods (NOMD)
Apr 13
22
2
5
Quick Value #329 - Microcap Compounder
Sep 1
20
2
2
VDL Home Base [Start Here]
Jan 11, 2025
14
1
Quick Value #321 - Mobility Global (MBGL)
Jul 6
18
1
A Guide to Investing in M&A Situations
Sep 15
19
1
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