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Quick Value #305 - Dauch Corp (DCH)
Recently completed "merger of equals" in the auto supplier industry
Feb 16
13
Quick Value #304 - Portfolio Changes
Wholesale changes in the portfolio: outlining my thoughts on 4x buys and 5x sales
Feb 9
8
2
Quick Value #303 - Allison Transmission (ALSN)
Recently acquired Dana's off-highway business; a look at the pro-forma financials
Feb 2
9
4
1
January 2026
Quick Value #302 - Special Sit Combo Meal
Within a 2-year period, this one has it all: 1) beaten down share price; 2) balance sheet transformation; and 3) management change
Jan 26
10
Quick Value #301 - KBR Inc (KBR)
A "way too early" look at the upcoming KBR spin-off
Jan 20
8
1
Quick Value #300 - Canadian Inflection
This Canadian microcap is an early innings capital allocation inflection; shares are super cheap at 3x EBITDA and 7x FCF
Jan 12
9
2
Quick Value #299 - Cinemark (CNK)
Beaten down on fears of NFLX/WBD deal; stock is cheap and capital allocation inflecting
Jan 6
9
5
December 2025
Quick Value #298 - Becton Dickinson (BDX)
Upcoming RMT transaction set for 1Q26 closing; a look at stub BDX
Dec 29, 2025
6
3
2
A Guide to Inflection Investing
A highly actionable source of investment ideas
Dec 28, 2025
10
2
1
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
15
1
1
A Guide to Deleveraging Stories
Investment themes Pt. 7 of 15 = public LBO / deleveraging situations
Dec 18, 2025
11
3
A Guide to Activist Investing
Investment themes Pt. 6 of 15 = activist investing
Dec 16, 2025
7
3
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