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Quick Value #253 - Canal+ (LSE:CAN)
European media business with large pending acquisition closing soon
3
Quick Value #252 - RemainCo at 0.5x NAV
HoldCo of investments trading at a steep discount to NAV... portfolio trading at <8x EBITDA and <10x FCF.
3
VDL Home Base
Getting the most out of a VDL sub - links, resources, trackers, etc.
Quick Value #251 - Liberty Global (LBTYA) + Sunrise (SNRE)
A look at recently completed SpinCo and post-close RemainCo
3

December 2024

Quick Value #250 - 2024 Recap
At least 40 tickers mentioned, a recap roundup of 2024 ideas and some stuff for next year.
1
Quick Value #249 - Small Cap Asset Sales
Small cap selling assets and returning capital with sale-leaseback optionality
Quick Value #248 - Peabody Energy (BTU)
7
Quick Value #247 - Cheap nanocap turnaround
Nanocap special sit with big cash position (65% of market cap) and cheap valuation (0.1x EV/sales). It's a post-COVID earnings recovery story.
4
Quick Value #246 - Boeing Co (BA)
What's the turnaround potential at Boeing?
6

November 2024

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