Value Don't Lie
Quick Value - a weekly review of value investments and special situations
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 555 | Founded | 7 years ago | Last Issue | 6 days ago |
| Active | |||||
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valuedontlie.comLatest Issues
Quick Value #334 - Flowers Foods (FLO)
Today’s idea:
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Shares down 80% from 2022 highs
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Recently cut dividend by 50% leaving room for deleveraging
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FLO trades at 7.5x earning and 6.4x EBITDA with 3.6x leverage
For new subscribers — these write-ups are meant to be...
Quick Value #333 - Thinkific Labs (THNC.TO)
Canadian microcap with net cash balance sheet and cost saving plan totaling 20% of market carp
Investing in Turnarounds
Let’s say you’re looking at a new idea…
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Management just left (or more likely fired)
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Revenue, margins, and earnings are falling badly
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The share price is down 30-40% over the past year
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You can’t even reliably value the bus...
Quick Value #332 - Gentherm (THRM)
Reverse Morris Trust (RMT) transaction set to close in a few days
Quick Value #331 - Corteva / Vylor Spin-Off
Today’s idea:
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Investor day presentations held, spin-off scheduled for Oct 1 trading
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Vylor (spin) GoodCo with 30% EBITDA margin target & solid growth
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New Corteva crop protection business akin to specialty chemicals
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Could...
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