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Value Don't Lie

Hundreds of paid subscribers

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

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Substack
PricingFreemiumPublishesWeekly
Issues536Founded7 years agoLast Issue9 days ago
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Latest Issues

Quick Value #317 - GARP Spin-Off

Separate investor presentations are done and this spin is ready to trade in 30 days...

9 days ago
14
Paid

Quick Value #316 - MasterBrand Inc (MBC)

Today’s post:

  • Recently closed all-stock merger between MBC & AMWD

  • Creates largest industry player at weak point in housing market

  • Pro-forma, shares trading at 7.7x trough EBITDA (incl. synergies)

For new subscribers — th...

16 days ago
11

Case Study: Stub Shares

Let’s say you find a situation where a company decides to sell a large portion of their business and return those cash proceeds to shareholders.

What happens to the “small portion” of that business?

Those are stub shares.

Every single on...

17 days ago
13

Top Event-Driven Ideas

My 4 favorite special situations as of May 2026

22 days ago
15
1
Paid

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...

a month ago
22
1

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