Value Don't Lie

Quick Value #315 - Zoetis (ZTS)

Beaten down + massive valuation re-rating (30x earnings to 11x)

May 18

21

1

2

Quick Value #314 - New Enviri (NVRI)

Upcoming spin-off / stub shares situation (mid-2026 closing timeframe)

May 11

13

1

2

Quick Value #313 - Magnum Ice Cream (MICC)

Ice cream spin-off 5 months in: what's the story and what's it worth?

May 1

20

7

2

April 2026

A Guide to Asset Plays

Deep dive into a variety of asset plays; case studies and actionable ideas included.

Apr 21

15

2

Quick Value #312 - Nomad Foods (NOMD)

Beaten down stock in a beaten down industry + management change

Apr 13

19

2

2

Quick Value #311 - Gen Digital (GEN)

Quick Value - a weekly review of value investments and special situations

Apr 9

21

1

Quick Value #310 - Middleby Corp (MIDD)

An early look at this upcoming (2Q26) mid-cap spin-off

Apr 6

15

1

1

March 2026

Quick Value #309 - GameStop (GME)

Profitable for first time since 2018 + sitting on pile of cash; now on the cusp of a mega acquisition?

Mar 23

13

3

1

Quick Value #308 - Sale + Merge Special Sit

Small-cap financial services transaction closing 2Q26; shareholders get a large cash distribution + shares in NewCo stub

Mar 17

10

3

1

Quick Value #307 - CBIZ Inc (CBZ)

Beaten down stock transitioning from EPS growth story trading at 20-30x earnings to value stock at 7-8x earnings

Mar 9

27

2

4

Quick Value #306 - Ziff Davis (ZD)

This "perceived" AI loser is trading at 2.4x EBITDA and actively shopping parts of the business; deal announcements expected soon

Mar 2

7

3

1

February 2026

Quick Value #305 - Dauch Corp (DCH)

Recently completed "merger of equals" in the auto supplier industry

Feb 16

14

1

1