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Quick Value #195 - Worthington Industries
11.27.23 - Upcoming spin-off: SteelCo and ProductCo
Nov 27
6
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Quick Value #194 - Liquidation Idea
Nov 20
3
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Quick Value #194 - Liquidation Idea
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B Riley ($RILY) - A "Short" Rebuttal
Nov 19
12
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B Riley ($RILY) - A "Short" Rebuttal
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Quick Value #193 - MGP Ingredients ($MGPI)
11.13.23 - White label whiskey distiller at 16x earnings
Nov 13
8
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Quick Value #192 - Thrift Conversion
11.6.23 - Thrift trading at big discount to book value, big excess capital, and a shareholder friendly management team
Nov 6
4
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Quick Value #192 - Thrift Conversion
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Quick Value #191 - John Wiley & Sons ($WLY)
10.30.23 - 12x earnings; new management buying stock; asset sales on the block
Oct 30
10
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Quick Value #191 - John Wiley & Sons ($WLY)
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Quick Value #190 - 10.23.23 ($FHN)
Failed deal with TD sends FHN from $25 to $10... stock is cheap at <1x TBV and 8x earnings; what next?
Oct 23
5
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Quick Value #190 - 10.23.23 ($FHN)
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Quick Value #189 - 10.16.23 ($HRBR)
Harbor Diversified - cheap regional airline with large pile of cash
Oct 16
3
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Quick Value #189 - 10.16.23 ($HRBR)
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Value Don't Lie
Quick Value Weekly
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