Welcome to VDL

Value Don’t Lie is all things value investing. I think of my investing style as a combination of the Buffett partnership days + Greenblatt’s You Can Be A Stock Market Genius. My hunting grounds skew small cap and emphasize special situations.

Here’s what I have to offer:

1) Quick Value Newsletter (Free)

Each week I’ll take a quick look at a new stock. These are generally US companies and vary from small to large caps. Plenty of special situations get covered (spins, post reorg, insider buys, activists, management changes, balance sheet transformations, etc.)

These ideas are meant to be quick value thoughts. It’s the idea generation phase. Perhaps worth dusting off the file and digging a little deeper.

The free newsletter receives a Quick Value post bi-weekly. Premium subscribers receive all 52 weekly ideas.

2) Premium Subscriber

Here’s what you can expect as a full subscriber:

1. All weekly Quick Value posts (that’s 52 new ideas per year)

2. Monthly write-up on a new or existing VDL holding

3. Position updates — i.e. ongoing coverage

Disclaimer: This isn’t investment advice and by no means is performance of any securities mentioned guaranteed. Everything herein is opinion of the author. By using this site or subscribing, you agree to these terms and conditions.