Quick Value #196 - "Compounding Bond"

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

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