Value Don't Lie

Value Don't Lie

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Value Don't Lie
Quick Value #196 - "Compounding Bond"
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Quick Value #196 - "Compounding Bond"

Self-described "compounding bond" - serial acquirer trading at 13x FCF

Dec 04, 2023
∙ Paid
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Value Don't Lie
Value Don't Lie
Quick Value #196 - "Compounding Bond"
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Lots of new subscribers recently so here’s a quick recap of these weekly Quick Value posts:

  • Meant to be starting point for new idea generation (i.e. surface level review and valuation effort)

  • I review latest earnings call, investor presentation, 10-K/10-Q, etc. when compiling these

  • This is a great forcing function for me to get “at bats” on the review/valuation front while keeping my watchlist active… nearly every investment I’ve made has started with a Quick Value-style review

  • Rotating weekly between FREE and PAID subscribers — the paid version leans toward small and micro caps but both editions have a special situations orientation

This week’s post is for paid subscribers; we’ll be back next week with a free QV edition.

Market Performance

Market performance 12.4.23

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