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Quick Value #272 - Public HoldCo

Quick Value #272 - Public HoldCo

Aviation-focused HoldCo with an "outsider" CEO

Jun 16, 2025
∙ Paid
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Value Don't Lie
Value Don't Lie
Quick Value #272 - Public HoldCo
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Today’s post:

  • Publicly traded “HoldCo” business

  • Aviation-focused businesses = nice tailwinds

  • Dozens of businesses and balance sheet investments

  • “Outsider”-style CEO running the company since 2013

  • Combo of cash flowing businesses + hidden assets + investments

Welcome to a premium edition of Quick Value. For new 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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