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Quick Value 3.13.23

www.valuedontlie.com

Quick Value 3.13.23

Underfollowed small cap run by activist investor

Mar 13
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Quick Value 3.13.23

www.valuedontlie.com

Last week’s Quick Value on DigitalBridge (DBRG) was a free Quick Value so this week we’re back to paid subscribers. As a reminder, these Quick Value posts are meant to be a jumping off point for the idea generation process…

There are some very interesting ideas popping up with the Russell 2000 selling off pretty hard last week so I’ll try to keep up with my growing watchlist. Today’s stock is a pretty interesting off-the-run small cap without any coverage and no earnings calls (pretty strange for a $700m company).

If you’re already subscribed, enjoy. If not, hit subscribe for all weekly Quick Value posts and ongoing coverage of ~30 stocks.

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