Sitemap - 2024 - Value Don't Lie

Quick Value #250 - 2024 Recap

Quick Value #249 - Small Cap Asset Sales

Quick Value #248 - Peabody Energy (BTU)

Quick Value #247 - Cheap nanocap turnaround

Quick Value #246 - Boeing Co (BA)

Quick Value #245 - Microcap Multi-Year Growth Story

Quick Value #244 - JELD-WEN (JELD)

Quick Value #243 - Top Picks

Quick Value #242 - Curbline Properties (CURB)

Quick Value #241 - From Debt to Equity

Quick Value #240 - Everus Construction Group (ECG)

Quick Value #239 - Small-cap SpinCo

Quick Value #238 - GXO Logistics (GXO)

Quick Value #237 - Special Situation

Quick Value #236 - Lions Gate (LGF)

Quick Value #235 - Buyback Machine

Quick Value #234 - Lamb Weston (LW)

Quick Value #233 - Cheap TechCo

Quick Value #232 - Urban Outfitters (URBN)

Quick Value #231 - Canadian Microcap

An update on B. Riley (RILY)

Quick Value #230 - Zoom Video Communications (ZM)

Quick Value #229 - Multi-bagger Potential

Quick Value #228 - Jacobs Solutions (J)

Quick Value #227 - Merger of equals

Quick Value #226 - Bloomin' Brands (BLMN)

Quick Value #225 - Dirt Cheap Retailer

Quick Value #224 - Sunrise Realty (SUNS)

Quick Value #223 - Industrial Turnaround at 10x FCF

Quick Value #222 - Kennametal (KMT)

Investing Framework (Philosophy + Process)

Quick Value #221 - Beaten Up Industrial

Quick Value #220 - Denny's Corp (DENN)

Quick Value #219 - Restaurant Franchisor

Quick Value #218 - The Aaron's Company (AAN)

Quick Value #217 - Auto Supplier Turnaround

Quick Value #216 - Burberry Group PLC (BURBY)

Quick Value #215 - Retail Merger + Turnaround

Quick Value #214 - Standard Motor Products (SMP)

Quick Value #213 - Capital Allocation Inflection

Portfolio Update 1Q24

Quick Value #212 - Consensus Cloud Solutions (CCSI)

Quick Value #211 - Healthcare Special Situation

Quick Value #210 - Solventum (SOLV)

Quick Value #209 - Specialty Chem Special Situation

Quick Value #208 - GE Vernova ($GEV)

This auto supplier special sit gets no love

Quick Value #207 - Fast Growing Canadian Microcap

Quick Value #206 - Berkshire Hathaway ($BRK)

Quick Value #205 - Energy MRO Distributors

Cheap industrial stub with option-like spin-off

Quick Value #204 - EnerSys ($ENS)

Quick Value #203 - IT Staffing

Quick Value #202 - Advance Auto Parts ($AAP)

Quick Value #201 - Cheap E&P

2023 yearend portfolio update

Quick Value #200 - Synchrony Financial ($SYF)