Value Don't Lie
Quick Value - a weekly review of value investments and special situations
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 539 | Founded | 7 years ago | Last Issue | 4 days ago |
| Active | |||||
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valuedontlie.comLatest Issues
Quick Value #320 - Somnigroup (SGI)
Today’s post:
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Dominant industry player during deep industry recession
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Multi-year targets call for MSD sales growth and 20%+ EPS growth through 2028
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Pending acquisition adds deep vertical integration
For new subscribers —...
A Guide to GoodCo/BadCo Situations
Criteria for evaluating GoodCo/BadCo investments + one actionable idea (QV #319)
Quick Value #318 - Campbell's (CPB)
Today’s post:
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Shares down 20% YTD and 30% over 1-year (beaten down category)
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Valuation reset from historic 15-16x P/E to current 10-11x P/E
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Navigating high leverage (4x) from recent acquisition
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Cash flow constrained from...
Quick Value #317 - GARP Spin-Off
Separate investor presentations are done and this spin is ready to trade in 30 days...
Quick Value #316 - MasterBrand Inc (MBC)
Today’s post:
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Recently closed all-stock merger between MBC & AMWD
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Creates largest industry player at weak point in housing market
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Pro-forma, shares trading at 7.7x trough EBITDA (incl. synergies)
For new subscribers — th...
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