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Quick Value #321 - Mobility Global (MBGL)
Recent spin-off from SPGI looks cheap
Jul 6
14
1
June 2026
Quick Value #320 - Somnigroup (SGI)
A dominant industry player on a spree of vertical integration deals
Jun 29
16
2
1
A Guide to GoodCo/BadCo Situations
Criteria for evaluating GoodCo/BadCo investments + one actionable idea (QV #319)
Jun 23
13
1
Quick Value #318 - Campbell's (CPB)
Beaten down CPG stock at 10-11x earnings and ~7% dividend yield
Jun 15
19
1
3
Quick Value #317 - GARP Spin-Off
Separate investor presentations are done and this spin is ready to trade in 30 days...
Jun 8
16
1
1
Quick Value #316 - MasterBrand Inc (MBC)
Recently closed all-stock merger with AMWD creates largest player in cabinet industry
Jun 1
11
May 2026
Case Study: Stub Shares
A look at my 2014 investment in Symmetry Surgical + a few actionable ideas in the "stub" category
May 31
13
2
1
Top Event-Driven Ideas
My 4 favorite special situations as of May 2026
May 26
16
1
1
Quick Value #315 - Zoetis (ZTS)
Beaten down + massive valuation re-rating (30x earnings to 11x)
May 18
22
1
2
Quick Value #314 - New Enviri (NVRI)
Upcoming spin-off / stub shares situation (mid-2026 closing timeframe)
May 11
14
1
2
Quick Value #313 - Magnum Ice Cream (MICC)
Ice cream spin-off 5 months in: what's the story and what's it worth?
May 1
20
7
3
April 2026
A Guide to Asset Plays
Deep dive into a variety of asset plays; case studies and actionable ideas included.
Apr 21
15
2
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