Archive - Value Don't Lie

New Top Discussion

Mar 29

Molson Coors - major debt reduction = capital allocation inflection point

Mar 27

Ryder - could be at compounder status?

Mar 20

Mar 17

Underfollowed small cap run by activist investor

Mar 13

Shares of this net-net haven't moved despite buybacks increasing per share book value

Mar 10

Mar 7

DigitalBridge - Asset recycling and simplification story

Mar 6

Mar 5

February 2023

Feb 28

Berkshire - no opinions, just some facts and figures and an updated valuation attempt

Feb 27

A turnaround stock in the retail industry

Feb 22

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