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Sitemap - 2020 - Value Don't Lie

Quick Value 12.28.20 ($PRSP)

H&R Block ($HRB)

Quick Value 12.21.20 ($NOC)

Portfolio Update 12.15.20

Quick Value 12.14.20 ($GRA)

Quest Resource Holdings ($QRHC)

Quick Value 12.7.20 ($KHC)

Quick Value 11.30.20 ($TRN)

Gogo Inc (GOGO)

Quick Value 11.23.20 (BBVA)

3Q20 Financials Update (Part 2)

Portfolio Update 11.16.20

Quick Value 11.16.20 (CFG)

National Holdings (NHLD) - Quick Note

3Q20 Update - Stephan Co (SPCO)

The Research Process

Quick Value 11.9.20 (CFX)

3Q20 - Core Position Updates

Sonim Technologies (SONM)

Quick Value 11.2.20 (DTEGY)

AT&T (T) - 3Q20 Update

B Riley Financial (RILY)

Quick Value 10.26.20 (SSNC)

3Q20 Financials Updates (Part 1)

Quick Value 10.19.20 (BAYRY)

Drugs and Taxes... (Part 2)

Quick Value 10.12.20 (BV)

Portfolio Update 10.6.20

Quick Value 10.5.20 (DBX)

Drugs and Taxes... (Part 1)

Mylan (MYL) -- Viatris Estimates

Quick Value 9.28.20 (VVV)

Marathon Petroleum Corp (MPC)

Portfolio Update 9.22.20

Quick Value 9.21.20 (EPAC)

TEVA Pharmaceuticals (TEVA)

VDL Bucket Approach

Portfolio Update 9.14.20

Quick Value 9.14.20 (FISV)

VDL -- My Background

Xperi Holdings (XPER)

AT&T (T)

bebe stores inc (BEBE) -- Annual Report

Quick Value 9.8.20 (LBRT)

Portfolio Update 9.1.20

Quick Value 8.31.20 (EIGI)

Atlantic Power (AT)

Portfolio Update 8.25.20

Cross Harbour Holdings (CRHHF) -- Interim Results 2020

Quick Value 8.24.20 (UHAL)

BMW Group (BMWYY)

Verso Paper (VRS) -- 2Q20 Update

Quick Value 8.17.20 (UMBF)

Meredith Corp (MDP) -- 2Q20 Update

B Riley (RILY) -- 2Q20 Update

Portfolio Update 8.11.20

Quick Value 8.10.20 (BAC)

Investment Process & Philosophy

Mylan (MYL) -- 2Q20

Portfolio Update 8.2.20

Deluxe Corp (DLX) -- 2Q20

Quick Value 8.3.20 (EME)

Quick Value 7.27.20 (CARR)

TFS Financial Corp (TFSL)

Banking 2Q20

Quick Value 7.20.20 (ISBC)

Portfolio Update 7.14.20 (DISCA)

Quick Value 7.13.20 (PH)

Portfolio Update 7.7.20

Quick Value 7.6.20 (ROCK)

RCM Technologies Inc (RCMT)

Portfolio Update 6.30.20

Quick Value 6.29.20 (MKL)

The Cross-Harbour Holdings (CRHHF)

Meredith Corp (MDP) Update

Portfolio Update 6.22.20

Quick Value 6.22.20 (OTIS)

Portfolio Update 6.15.20

Bristow Group Inc (VTOL)

Quick Value 6.15.20 (TEVA)

Further thoughts on Walgreens (WBA)

Portfolio Update 6.8.20

Quick Value 6.8.20 (WBA)

Portfolio Update 6.1.20

Quick Value 6.1.20 (BMWYY)

Berry Global (BERY)

Portfolio Update 5.25.20

Quick Value 5.25.20

Portfolio Update 5.18.20

Quick Value 5.18.20

Rubicon Technology (RBCN)

Blucora (BCOR)

Portfolio Update 5.11.20

Quick Value 5.11.20

Portfolio Update 5.4.20

Quick Value 5.4.20

HP Inc (HPQ)

Portfolio Update 4.27.20

Quick Value 4.27.20

Portfolio Update

Quick Value 4.20.20

Banking 1Q20

Quick Value 4.13.20

Portfolio Update

Verso Paper ($VRS)

Quick Value 4.6.20

Portfolio Update

Quick Value 3.30.20

GAIN Capital ($GCAP)

Quick Value 3.23.20

Tegna ($TGNA)

DXC Technology ($DXC)

Quick Value 3.16.20

VDL Portfolio Update

Quick Value 3.9.20

Meredith Corp ($MDP)

Quick Value 3.2.20

Quick Value 2.24.20

Extended Stay ($STAY)

Q1 2020 Portfolio Activity

Mylan ($MYL)

Quick Value 2.17.20

Quick Value 2.10.20

Quick Value 2.3.20

Quick Value 1.27.20

Deluxe Corp ($DLX)

Quick Value 1.20.20

The Stephan Co ($SPCO)

Quick Value 1.13.20

Portfolio Bucket: Optionality

Quick Value 1.6.20

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