Value Don't Lie
Subscribe
Sign in
Home
Notes
Chat
Posts by Year
Investing Framework
Archive
About
Latest
Top
Discussions
Quick Value #325 - Asymmetric Inflection Story
Early innings inflection story trading at 6x cash flow with a 9% dividend yield and net cash balance sheet. Compelling risk/reward with an…
Aug 4
16
1
July 2026
Quick Value #324 - Resideo + ADI Global
Quick Value - a weekly review of value investments and special situations
Jul 27
20
3
1
Quick Value #323 - Insurance Stub Shares
Shares of this stub insurance business trade at 8x normalized earnings with jockey CEO
Jul 20
12
1
Quick Value #322 - FuboTV (FUBO)
Messy transaction / ownership structure plus a sudden management change
Jul 13
14
1
1
Quick Value #321 - Mobility Global (MBGL)
Recent spin-off from SPGI looks cheap
Jul 6
18
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
21
1
4
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
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts
