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VDL Home Base [Start Here]
Getting the most out of a VDL sub - links, resources, trackers, etc.
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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
18
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
20
3
1
Quick Value #323 - Insurance Stub Shares
Shares of this stub insurance business trade at 8x normalized earnings with jockey CEO
Jul 20
12
1
Quick Value #322 - FuboTV (FUBO)
Messy transaction / ownership structure plus a sudden management change
Jul 13
14
1
1
Quick Value #321 - Mobility Global (MBGL)
Recent spin-off from SPGI looks cheap
Jul 6
18
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
Quick Value #321 - Mobility Global (MBGL)
Jul 6
18
1
VDL Home Base [Start Here]
Jan 11, 2025
13
1
Quick Value #286 - Portillo's (PTLO)
Sep 29, 2025
18
9
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