VDL Home Base

Getting the most out of a VDL sub - links, resources, trackers, etc.

This will act as a “home page” for both free and paid subs; you’ll find it pinned at www.valuedontlie.com. There are 3 sections below: 1) Quick Value overview; 2) resources for free subs; and 3) resources for paid subs.

Quick Value

Each week, I’m doing a quick review of an idea on my watchlist with the following objectives:

1. Idea generation — The goal is to keep the new idea process churning by working the watchlist. These are meant to be a jumping off point for deeper research (i.e. a surface level review).

2. Format — I stick to a format similar to Steinhardt’s 4 questions: what they do, why it’s interesting, and what it’s worth. [Technically, Steinhardt’s were: the idea, consensus view, variant perception, and catalyst.]

3. Weekly posts — Covers 1 new idea each week and rotates between free and premium posts. Premium posts lean toward micro/small caps and special sits.

4. Coverage focus — You’ll see lots of special situations (including virtually every spin-off) and an emphasis on small caps.

5. Past ideas — Check out past ideas here to get a feel for what’s been covered.

I try to keep my watchlist updated frequently and will periodically share notes from it…

VDL watchlist

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Free Stuff

Aside from the biweekly free posts highlighting a new Quick Value idea, these are links to some evergreen posts and other resources:

• Philosophy & process — an outline covering my investment approach (philosophy, process, valuation, idea generation)

• Research process — my process for researching a new idea (i.e. the steps I take in looking at stocks)

• Bucket approach — my “bucket” approach to managing the portfolio (core, general, option)

• Recent posts — a list of recent write-ups and investment ideas

• My story — a recent podcast highlighting my personal work and business activities (building a HoldCo)

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Members Only

There are 3 main aspects to the premium side of VDL (for now) — subscriber chat, portfolio recap, and active recommendations — as well as the paywalled biweekly investment write-ups.