JustValue
Just ValueSecurity analysis and investment thesis.
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 69 | Founded | 5 years ago | Last Issue | 10 days ago |
| Active | |||||
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justvalue.substack.comLatest Issues
Rollins ($ROL): What Q3 taught us about filling the route
Six days ago, I published Rollins ($ROL): When AI changes how the route gets filled. The argument was that pest control itself is difficult to disrupt with AI, but customer acquisition is not. I suggested viewing Rollins through three conne...
Rollins ($ROL): When AI changes how the route gets filled
For years, Rollins looked like the kind of business artificial intelligence should barely touch. A technician still has to inspect the property, identify the pest, treat the infestation, seal the entry point or return when the problem comes...
Roper Technologies ($ROP): What exactly broke?
Roper Technologies has spent decades building one of the more unusual compounding machines in the public market.
The formula has been remarkably consistent. Own mission critical businesses in narrow markets. Generate large amounts of recur...
Nike ($NKE) Q1 FY27: one turnaround is working. Two others are just beginning
Nike’s first-quarter FY27 results produced an easy headline: revenue fell again, China was awful, guidance disappointed and management announced another restructuring program. That is broadly how the first wave of coverage framed the quarte...
Fair Isaac Corp ($FICO) after the collapse: the burden of proof has shifted
Fair Isaac Corp. (FICO) is now one of the strangest situations in the U.S. large-cap market. As I write on September 29, the shares are trading slightly above $600, more than 26% below yesterday’s $840.89 close and roughly 70% below the 52-...
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Security analysis, investing news, papers, reports, shareholders' letters and investment thesis.
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