Value Don't Lie

Value Don't Lie

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Value Don't Lie
Value Don't Lie
Quick Value #266 - GARP Stock at Value Price
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Quick Value #266 - GARP Stock at Value Price

Possibly the most contrarian idea I've ever seen

Apr 21, 2025
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Value Don't Lie
Value Don't Lie
Quick Value #266 - GARP Stock at Value Price
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Today’s post:

  • Entire industry trading at low-single-digit earnings multiples

  • Strong growth outlook for the next 1-2 decades

  • Multiple inflection points — revenue growth, deleverage, capital allocation

  • 6 years of revenue declines followed by 8 consecutive quarters of growth

  • Trading at 6.5x EBITDA and 6x earnings with 3x leverage

For newer subscribers, check out the VDL “home base” for background info, links to key resources, articles, trackers, etc. As always, leave a comment with thoughts or stocks you want to see covered.

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