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Quick Value #271 - CMCSA/WBD Cable Spins
A "way too early" look at the CMCSA/WBD cable network spins
Jun 10
6
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Quick Value #271 - CMCSA/WBD Cable Spins
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5
Midyear Picks Update
An update on VDL open/closed recommendations, general commentary, and a few actionable ideas.
Jun 2
5
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Midyear Picks Update
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6
May 2025
Quick Value #270 - Monro Muffler (MNRO)
$390m auto repair turnaround with GAAP net income & low leverage
May 27
9
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Quick Value #270 - Monro Muffler (MNRO)
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7
How to Read a 10-K
12 areas of the 10-K to focus on and what to look for
May 24
29
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How to Read a 10-K
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Quick Value #269 - Microcap Idea
Net cash at 63% of market cap, 3x EV/FCF, cost initiatives adding to FCF, 16% buyback in motion
May 19
6
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Quick Value #269 - Microcap Idea
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Quick Value #268 - Air Lease (AL)
Multi-year industry tailwinds trading at 9.4x earnings / 0.8x TBV
May 12
9
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Quick Value #268 - Air Lease (AL)
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April 2025
Quick Value #267 - Markel (MKL)
Struggling insurance operations, activist attention, strategic review, and cheap shares
Apr 28
22
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Quick Value #267 - Markel (MKL)
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5
Quick Value #266 - GARP Stock at Value Price
Possibly the most contrarian idea I've ever seen
Apr 21
11
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Quick Value #266 - GARP Stock at Value Price
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Quick Value #265 - Amrize (AMRZ)
Upcoming spin-off in the cement, aggregates, building supplies industry
Apr 14
11
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Quick Value #265 - Amrize (AMRZ)
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Quick Value #264 - 7 beaten down small caps
A list of 7 small caps I've been buying
Apr 7
5
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Quick Value #264 - 7 beaten down small caps
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March 2025
Quick Value #263 - Nexstar Media Group (NXST)
Ultra cheap TV broadcaster (5.4x FCF), what's it look like without deregulation/M&A?
Mar 31
10
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Quick Value #263 - Nexstar Media Group (NXST)
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5
Quick Value #262 - Turnaround + SOTP
One part turnaround / self-help story and one part SOTP with assets to unlock
Mar 24
6
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Quick Value #262 - Turnaround + SOTP
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