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Post-reorg stock at 3.7x EBITDA
Post-reorg stock at extremely cheap valuation
24 hrs ago
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Post-reorg stock at 3.7x EBITDA
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Quick Value 9.26.23 ($VSTS)
Vestis - Uniform rental spin-off; what's it worth?
Sep 26
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Quick Value 9.18.23
Consumer staples spin-off with big margin improvement plans
Sep 18
3
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Portfolio Update 8.31.23
VDL portfolio update
Sep 12
4
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Portfolio Update 8.31.23
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Quick Value 9.11.23 ($VLTO)
Veralto Corp - Spin from Danaher with high quality potential
Sep 11
9
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Quick Value 9.4.23
Upcoming spin-off in healthcare sector
Sep 5
7
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Quick Value 9.4.23
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What Are Asset Plays?
An overview of 6 types of asset plays, plus a closer look at 4 opportunities
Sep 2
5
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What Are Asset Plays?
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August 2023
Why I'm Not Buying Crocs ($CROX)
Aug 29
7
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Why I'm Not Buying Crocs ($CROX)
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Quick Value 8.28.23 ($DIS)
Turnaround at Disney - what's the upside?
Aug 28
9
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Quick Value 8.28.23 ($DIS)
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Quick Value 8.21.23
Healthcare microcap attempting to grow revenue 7x over the next 5 years
Aug 21
4
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Quick Value 8.21.23
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The best ideas hit you in 30 minutes or less
An investment idea in a few simple charts...
Aug 16
5
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The best ideas hit you in 30 minutes or less
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Quick Value 8.14.23 ($LEE)
Pivot to digital turnaround at 5.8x EBITDA / 2x FCF
Aug 14
9
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Quick Value 8.14.23 ($LEE)
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