Sitemap - 2023 - Value Don't Lie

Quick Value #199 - Atkore ($ATKR)

Quick Value #198 - Cheap Coal

B Riley ($RILY) - Analyst Day Notes

Quick Value #197 - Unit Corp ($UNTC)

Portfolio Update 11.30.23

How to Assess Capital Allocation

Quick Value #196 - "Compounding Bond"

Quick Value #195 - Worthington Industries (WOR)

Quick Value #194 - Liquidation Idea

B Riley ($RILY) - A "Short" Rebuttal

Quick Value #193 - MGP Ingredients ($MGPI)

Quick Value #192 - Thrift Conversion

Quick Value #191 - John Wiley & Sons ($WLY)

Quick Value #190 - 10.23.23 ($FHN)

Quick Value #189 - 10.16.23 ($HRBR)

Quick Value 10.9.23 ($BC)

Quick Value 10.2.23

Post-reorg stock at 3.7x EBITDA

Quick Value 9.26.23 ($VSTS)

Quick Value 9.18.23

Portfolio Update 8.31.23

Quick Value 9.11.23 ($VLTO)

Quick Value 9.4.23

What Are Asset Plays?

Why I'm Not Buying Crocs ($CROX)

Quick Value 8.28.23 ($DIS)

Quick Value 8.21.23

The best ideas hit you in 30 minutes or less

Quick Value 8.14.23 ($LEE)

Portfolio Update 7.31.23

Auto service provider at <10x FCF

Quick Value 8.7.23

Quick Value 7.31.23 ($CNXC)

Accommodations Industry Primer

Quick Value 7.24.23

Quick Value 7.17.23 ($VST)

I caved and bought this one...

Quick Value 7.10.23

Portfolio Update 6.30.23

Quick Value 7.3.23 ($NCR)

Quick Value 6.26.23

Quick Value 6.19.23 ($ATMU)

Quick Value 6.12.23

Quick Value 6.5.23 ($LH)

Quick Value 5.30.23 ($MTZ)

Quick Value 5.22.23

1Q23 Earnings Notes (Pt. 3)

Quick Value 5.15.23 ($DAR)

1Q23 Earnings Notes (Pt. 2)

1Q23 Earnings Notes (Pt. 1)

Portfolio Update 4.30.23

Quick Value 5.8.23 ($NGVT)

Quick Value 5.1.23

My Microcap Checklist

Quick Value 4.24.23 ($BIG)

Portfolio Update 3.31.23

Quick Value 4.17.23 ($CABO)

Quick Value 4.10.23 ($MDU)

Quick Value 4.3.23

Baby Bond with 21% YTM

Quick Value 3.27.23 ($TAP)

Quick Value 3.20.23 ($R)

2x upside potential on these pharma stocks

Quick Value 3.13.23

An update on this classic net-net

Portfolio Update 2.28.23

Quick Value 3.6.23 ($DBRG)

Quick update on that microcap...

Pair of cheap thrift conversions

Quick Value 2.27.23 ($BRK)

Quick Value 2.20.23

Ten Stocks for 2023

Portfolio Update 1.31.23

Quick Value 2.13.23 ($DHR)

Quick Value 2.6.23

Quick Value 1.30.23 ($CR)

Q4 results and a spin update

Quick Value 1.23.23

Dividend cut clobbers this energy co

Quick Value 1.17.23 ($GEHC)

Auto services balance sheet transformation

2022 Year End Review & Portfolio Update

Quick Value 1.9.23 ($OTEX)

Quick Value 1.2.23