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Value Don't Lie

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Quick Value - a weekly review of value investments and special situations

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PricingFreemiumPublishesWeekly
Issues532Founded6 years agoLast Issue8 days ago
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Latest Issues

Quick Value #315 - Zoetis (ZTS)

Today’s post:

  • Shares down >60% from peak

  • Consistent cash flow and low leverage

  • Former compounder now trading at “deep value” price

For new subscribers — these write-ups are meant to be a “jumping off point” for the idea g...

8 days ago
16
1

Quick Value #314 - New Enviri (NVRI)

Upcoming spin-off / stub shares situation (mid-2026 closing timeframe)

16 days ago
13
1
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Quick Value #313 - Magnum Ice Cream (MICC)

Today’s post:

  • Recently spun off ice cream segment from Unilever

  • Shares flat since Dec 2025 spin and down 25% from Feb 2026 peak

  • Stock is trading at 13x NTM earnings and 8x EBITDA with 2.4x leverage

  • Turnaround plan target...

a month ago
20
7

A Guide to Asset Plays

Deep dive into a variety of asset plays; case studies and actionable ideas included.

a month ago
15
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Quick Value #312 - Nomad Foods (NOMD)

Beaten down stock in a beaten down industry + management change

a month ago
19
2
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