Archive - Value Don't Lie

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

Quick Value #262 - Turnaround + SOTP

One part turnaround / self-help story and one part SOTP with assets to unlock

Mar 24

Earnings Recap Part II

Mar 23

Quick Value #261 - Ziff Davis (ZD)

Ultra cheap digital media and subscription business (4x EBITDA / 6x FCF); capital allocation starting to inflect

Mar 17

Quick Value #260 - Specialty Chem with Activist

Activist investor making waves at specialty chem turnaround; a self-help story with nice upside and takeout potential

Mar 10

Watchlist Notes

Roundup of some watchlist ideas

Mar 5

Quick Value #259 - Berkshire Hathaway (BRK)

Stock isn't cheap, but sits on an ever-increasing pile of cash; can they (ever) fully deploy this balance sheet??

Mar 3

February 2025

Quick Value #258 - Cyclical Recovery

Conservatively-run cyclical at industry-low valuations poised for 2025 recovery

Feb 24

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