Archive - Value Don't Lie

Quick Value #299 - Cinemark (CNK)

Beaten down on fears of NFLX/WBD deal; stock is cheap and capital allocation inflecting

Jan 6

December 2025

Quick Value #298 - Becton Dickinson (BDX)

Upcoming RMT transaction set for 1Q26 closing; a look at stub BDX

Dec 29, 2025

A Guide to Inflection Investing

A highly actionable source of investment ideas

Dec 28, 2025

Quick Value #297 - Versant Media (VSNT)

A look at the upcoming cable network SpinCo from Comcast - set for trading on 1/5/26

Dec 22, 2025

A Guide to Deleveraging Stories

Investment themes Pt. 7 of 15 = public LBO / deleveraging situations

Dec 18, 2025

A Guide to Activist Investing

Investment themes Pt. 6 of 15 = activist investing

Dec 16, 2025

A Guide To Insider Buys

Investment themes Pt. 5 = insider buying

Dec 14, 2025

A Guide to Management Changes

Investment themes Pt. 4 of 15 = management changes and what to look for

Dec 11, 2025

A Guide to Post-Reorgs

Investment themes Pt. 3 = post-reorg equities; emerged from bankruptcy, now what?

Dec 10, 2025

A Guide to Spin-Offs

Investment themes Pt. 2 = spin-offs; what to look for, unique characteristics, and a bunch of active ideas

Dec 9, 2025

A Guide to Beaten Down Shares

Investment themes Pt. 1 = beaten down shares

Dec 8, 2025

Quick Value #296 - Gibraltar Industries (ROCK)

Announced levered acquisition and shares fell 22% - did the market overreact on this one?

Dec 1, 2025

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