Value Don't Lie
Quick Value - a weekly review of value investments and special situations
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 551 | Founded | 7 years ago | Last Issue | 5 days ago |
| Active | |||||
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valuedontlie.comLatest Issues
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...
A Guide to Investing in M&A Situations
This is Part 11 of my field guide for investment themes.
Quick Value #330 - Deckers Outdoor (DECK)
Today’s idea:
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Shares are down ~60% since late 2024 / early 2025
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The stock trades at ~11x EPS guidance with an unlevered balance sheet
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Historic valuation + footwear comps + Skechers 2025 buyout price = 14-18x P/E
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Growth i...
Quick Value #329 - Microcap Compounder
Formerly a turnaround + management change, now progressing into a growth story
Quick Value #328 - Cal-Maine Foods (CALM)
Today’s post:
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Shares are down 27% over the past year coming off previous cycle peak
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Dominant industry player with fortress balance sheet (net cash 20% of market cap)
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Shares are trading near the low-end of historic valuation r...
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