Value Don't Lie | Colin King | Substack

Quick Value 5.30.23 ($MTZ)

MasTec - growing E&C compounder at 11x owner earnings

May 30

New

Top

Community

Quick Value 5.22.23

Canadian microcap growing through smart acquisitions / trades at low single digit multiple of FCF

May 22

1Q23 Earnings Notes (Pt. 3)

Generics at <5x FCF with catalysts on the horizon

May 21

Quick Value 5.15.23 ($DAR)

Darling Ingredients - less than 8x EBITDA for a truly unique business

May 15

1Q23 Earnings Notes (Pt. 2)

BERY at 7.6x FCF / BEBE at 5x FCF

May 14

1Q23 Earnings Notes (Pt. 1)

Earnings notes on some holdings

May 13

Portfolio Update 4.30.23

VDL portfolio review April 2023

May 10

Quick Value 5.8.23 ($NGVT)

Ingevity Corp - specialty chemicals at 7.8x EBITDA, 13.8x FCF

May 8

Value Don't Lie

Value Don't Lie

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Value Don't Lie

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