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Quick Value #294 - Cyprium SpinCo
A look at the upcoming electrical systems spin-off from Aptiv (APTV)
Nov 24
10
1
Quick Value #293 - Turnaround + Management Change
Large cap turnaround story... pandemic-era earnings collapse, high leverage, poorly timed buybacks... iconic tool brands trading at 14.5x depressed…
Nov 17
3
Quick Value #292 - Dole plc (DOLE)
Technical sell-off + improving fundamentals + attractive valuation
Nov 10
13
2
Quick Value #291 - 15 Quick Ideas
A quick look at a mix of stocks in the portfolio and top-of-pile watchlist names
Nov 3
7
2
October 2025
Quick Value #290 - ONEOK Inc (OKE)
Large cap midstream energy: shares are cheap + integrating series of acquisitions + solid nat gas outlook = ~12% IRR or better?
Oct 27
11
3
Quick Value #289 - Oilfield Services Net-Net
A true net-net in the energy space... trades at a 30% discount to cash and 60% discount to tangible book value
Oct 20
10
2
Quick Value #288 - Solstice Advanced Materials (SOLS)
Honeywell set to spin off specialty chemical business, Solstice; a closer look at the business and valuation
Oct 13
7
7
1
Quick Value #287 - Pair of Cheap Stocks
A pair of companies selling assets, paying down debt, and generally very cheap; potential re-rates incoming
Oct 6
6
2
September 2025
Quick Value #286 - Portillo's (PTLO)
Clobbered since IPO, now looks like a turnaround + management change story.
Sep 29
18
9
Quick Value #285 - A look at the Aumovio spin
Recent spin-off trading at 2x EBITDA and large net cash position (40% of market cap)
Sep 22
6
6
1
Quick Value #284 - Axalta Coating (AXTA)
Market leading chemical business at 12x earnings; management change leading to operational improvements + capital allocation changes
Sep 15
10
Quick Value #283 - Synchronoss (SNCR)
Microcap software provider undergoing balance sheet transformation; trading at <4x EBITDA with high visibility FCF growth over next 2-3 years.
Sep 9
8
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