Value Don't Lie

Value Don't Lie

Home
Notes
Chat
Posts by Year
Investing Framework
Archive
About

Sitemap - 2025 - Value Don't Lie

Quick Value #280 - NCR Atleos (NATL)

Quick Value #279 - New Management

Quick Value #278 - Watchlist Notes

Quick Value #277 - United Natural Foods (UNFI)

Quick Value #276 - Quality Small Cap

Quick Value #275 - Babcock & Wilcox (BW)

Quick Value #274 - Energy MRO Distributors (Pt. II)

Quick Value #273 - FTV/RAL spin-off

Quick Value #272 - Public HoldCo

Quick Value #271 - CMCSA/WBD Cable Spins

Midyear Picks Update

Quick Value #270 - Monro Muffler (MNRO)

How to Read a 10-K

Quick Value #269 - Microcap Idea

Quick Value #268 - Air Lease (AL)

Quick Value #267 - Markel (MKL)

Quick Value #266 - GARP Stock at Value Price

Quick Value #265 - Amrize (AMRZ)

Quick Value #264 - 7 beaten down small caps

Quick Value #263 - Nexstar Media Group (NXST)

Quick Value #262 - Turnaround + SOTP

Earnings Recap Part II

Quick Value #261 - Ziff Davis (ZD)

Quick Value #260 - Specialty Chem with Activist

Watchlist Notes

Quick Value #259 - Berkshire Hathaway (BRK)

Quick Value #258 - Cyclical Recovery

Quick Value #257 - Terex Corp (TEX)

Earnings Recap

Quick Value #256 - Beaten Down Cyclical

Quick Value #255 - Havas NV (HAVAS)

Quick Value #254 - Microcap Spin at 3x EBITDA

Quick Value #253 - Canal+ (LSE:CAN)

Quick Value #252 - RemainCo at 0.5x NAV

VDL Home Base [Start Here]

Quick Value #251 - Liberty Global (LBTYA) + Sunrise (SNRE)

© 2025 Value Don't Lie
Privacy ∙ Terms ∙ Collection notice
Start writingGet the app
Substack is the home for great culture

Share