Value Don't Lie

Quick Value #296 - Gibraltar Industries (ROCK)

Announced levered acquisition and shares fell 22% - did the market overreact on this one?

Dec 1

3

November 2025

Quick Value #295 - Aptiv RemainCo (APTV)

A look at RemainCo side of upcoming Aptiv spin-off + a lifetime subscription promo

Nov 27

12

1

Quick Value #294 - Cyprium SpinCo

A look at the upcoming electrical systems spin-off from Aptiv (APTV)

Nov 24

14

2

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

4

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