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Getting the most out of a VDL sub - links, resources, trackers, etc.
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Quick Value #331 - Corteva / Vylor Spin-Off
Corteva (CTVA) slated to spin-off Vylor (VYLR) on Oct 1, 2026
1 hr ago
10
A Guide to Investing in M&A Situations
This is Part 11 of my field guide for investment themes.
Sep 15
17
1
Quick Value #330 - Deckers Outdoor (DECK)
A look at a “busted GARP” name
Sep 9
18
Quick Value #329 - Microcap Compounder
Formerly a turnaround + management change, now progressing into a growth story
Sep 1
20
2
Quick Value #328 - Cal-Maine Foods (CALM)
Simple mean reversion bet with 40% upside potential
Aug 25
20
4
2
Quick Value #327 - Strategic Review
This beaten down stock looks poised for a sale within 12-18 months
Aug 18
14
19
1
Quick Value #326 - Shift4 Payments (FOUR)
Cheap levered roll-up in a niche corner of payment processing industry
Aug 11
21
4
Quick Value #325 - Asymmetric Inflection Story
Early innings inflection story trading at 6x cash flow with a 9% dividend yield and net cash balance sheet. Compelling risk/reward with an…
Aug 4
16
1
Quick Value #324 - Resideo + ADI Global
REZI + ADIG creating pure-play building technologies and distribution businesses
Jul 27
21
5
1
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Top posts
Quick Value #312 - Nomad Foods (NOMD)
Apr 13
20
2
4
Quick Value #329 - Microcap Compounder
Sep 1
20
2
VDL Home Base [Start Here]
Jan 11, 2025
14
1
Quick Value #321 - Mobility Global (MBGL)
Jul 6
18
1
Quick Value #286 - Portillo's (PTLO)
Sep 29, 2025
18
9
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