Archive - Value Don't Lie

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Post-reorg stock at 3.7x EBITDA

Post-reorg stock at extremely cheap valuation

24 hrs ago

Quick Value 9.26.23 ($VSTS)

Vestis - Uniform rental spin-off; what's it worth?

Sep 26

Quick Value 9.18.23

Consumer staples spin-off with big margin improvement plans

Sep 18

Portfolio Update 8.31.23

VDL portfolio update

Sep 12

Quick Value 9.11.23 ($VLTO)

Veralto Corp - Spin from Danaher with high quality potential

Sep 11

Quick Value 9.4.23

Upcoming spin-off in healthcare sector

Sep 5

What Are Asset Plays?

An overview of 6 types of asset plays, plus a closer look at 4 opportunities

Sep 2

August 2023

Why I'm Not Buying Crocs ($CROX)

Aug 29

Quick Value 8.28.23 ($DIS)

Turnaround at Disney - what's the upside?

Aug 28

Quick Value 8.21.23

Healthcare microcap attempting to grow revenue 7x over the next 5 years

Aug 21

The best ideas hit you in 30 minutes or less

An investment idea in a few simple charts...

Aug 16

Quick Value 8.14.23 ($LEE)

Pivot to digital turnaround at 5.8x EBITDA / 2x FCF

Aug 14

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