Value Don't Lie

Value Don't Lie

Share this post

Value Don't Lie
Value Don't Lie
Quick Value 8.7.23

Quick Value 8.7.23

Financial services business pivot trading at 0.4-1.6x management's EPS targets

Aug 07, 2023
∙ Paid
4

Share this post

Value Don't Lie
Value Don't Lie
Quick Value 8.7.23
Share

Today’s Quick Value is for premium subscribers (sign up below). It looks at a business model pivot trading at a huge discount to what management believes they can accomplish. Incentives are heavily aligned with shareholders for a successful outcome.

Upcoming premium posts include a look at July trading activity plus a new long idea in the General bucket. We’ll be back next week with a free edition of Quick Value. Thanks for reading!

Market Performance

This post is for paid subscribers

Already a paid subscriber? Sign in
© 2025 Value Don't Lie
Privacy ∙ Terms ∙ Collection notice
Start writingGet the app
Substack is the home for great culture

Share