Value Don't Lie

Investing in Turnarounds

A field guide to investing in turnaround stocks; some case studies and a few actionable ideas too

Oct 1

21

1

September 2026

Quick Value #332 - Gentherm (THRM)

Reverse Morris Trust (RMT) transaction set to close in a few days

Sep 28

13

Quick Value #331 - Corteva / Vylor Spin-Off

Corteva (CTVA) slated to spin-off Vylor (VYLR) on Oct 1, 2026

Sep 21

18

7

1

A Guide to Investing in M&A Situations

This is Part 11 of my field guide for investment themes.

Sep 15

19

1

Quick Value #330 - Deckers Outdoor (DECK)

A look at a “busted GARP” name

Sep 9

21

Quick Value #329 - Microcap Compounder

Formerly a turnaround + management change, now progressing into a growth story

Sep 1

20

1

2

August 2026

Quick Value #328 - Cal-Maine Foods (CALM)

Simple mean reversion bet with 40% upside potential

Aug 25

21

4

3

Quick Value #327 - Strategic Review

This beaten down stock looks poised for a sale within 12-18 months

Aug 18

14

19

1

Quick Value #326 - Shift4 Payments (FOUR)

Cheap levered roll-up in a niche corner of payment processing industry

Aug 11

21

4

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

REZI + ADIG creating pure-play building technologies and distribution businesses

Jul 27

22

5

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