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Quick Value 5.30.23 ($MTZ)
MasTec - growing E&C compounder at 11x owner earnings
May 30
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Quick Value 5.30.23 ($MTZ)
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Quick Value 5.22.23
Canadian microcap growing through smart acquisitions / trades at low single digit multiple of FCF
May 22
4
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Quick Value 5.22.23
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1Q23 Earnings Notes (Pt. 3)
Generics at <5x FCF with catalysts on the horizon
May 21
3
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1Q23 Earnings Notes (Pt. 3)
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Quick Value 5.15.23 ($DAR)
Darling Ingredients - less than 8x EBITDA for a truly unique business
May 15
2
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Quick Value 5.15.23 ($DAR)
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1Q23 Earnings Notes (Pt. 2)
BERY at 7.6x FCF / BEBE at 5x FCF
May 14
4
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1Q23 Earnings Notes (Pt. 2)
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1Q23 Earnings Notes (Pt. 1)
Earnings notes on some holdings
May 13
3
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1Q23 Earnings Notes (Pt. 1)
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Portfolio Update 4.30.23
VDL portfolio review April 2023
May 10
3
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Portfolio Update 4.30.23
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Quick Value 5.8.23 ($NGVT)
Ingevity Corp - specialty chemicals at 7.8x EBITDA, 13.8x FCF
May 8
2
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Value Don't Lie
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Quick Value Weekly
By Colin King
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