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Quick Value #327 - Strategic Review
This beaten down stock looks poised for a sale within 12-18 months
Aug 18
13
19
1
Quick Value #326 - Shift4 Payments (FOUR)
Cheap levered roll-up in a niche corner of payment processing industry
Aug 11
20
3
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
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
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