Value Don't Lie | Colin King | Substack

Quick Value #195 - Worthington Industries

11.27.23 - Upcoming spin-off: SteelCo and ProductCo

Nov 27

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Quick Value #194 - Liquidation Idea

Nov 20

B Riley ($RILY) - A "Short" Rebuttal

Nov 19

Quick Value #193 - MGP Ingredients ($MGPI)

11.13.23 - White label whiskey distiller at 16x earnings

Nov 13

Quick Value #192 - Thrift Conversion

11.6.23 - Thrift trading at big discount to book value, big excess capital, and a shareholder friendly management team

Nov 6

Quick Value #191 - John Wiley & Sons ($WLY)

10.30.23 - 12x earnings; new management buying stock; asset sales on the block

Oct 30

Quick Value #190 - 10.23.23 ($FHN)

Failed deal with TD sends FHN from $25 to $10... stock is cheap at <1x TBV and 8x earnings; what next?

Oct 23

Quick Value #189 - 10.16.23 ($HRBR)

Harbor Diversified - cheap regional airline with large pile of cash

Oct 16

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