Value Don't Lie
Quick Value - a weekly review of value investments and special situations
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 545 | Founded | 7 years ago | Last Issue | 6 days ago |
| Active | |||||
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valuedontlie.comLatest Issues
Quick Value #326 - Shift4 Payments (FOUR)
Today’s post:
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Shares down 50% over the last 5 years and 65% off 2025 highs
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Lapping a large (and levered) acquisition from mid-2025
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Revenue still growing (20%+) but EPS growth slowing
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Stock trades at ~8x earnings and ~7x...
Quick Value #325 - Asymmetric Inflection Story
Early innings inflection story trading at 6x cash flow with a 9% dividend yield and net cash balance sheet. Compelling risk/reward with an upside/downside ratio of 4-8x.
Quick Value #324 - Resideo + ADI Global
Today’s post:
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Upcoming spin-off of 2 disparate businesses
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Several recent “clean up” catalysts now completed
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Shares trading at 9.6x EBITDA after spin-off stranded costs
For new subscribers — these write-ups are meant to be...
Quick Value #323 - Insurance Stub Shares
Shares of this stub insurance business trade at 8x normalized earnings with jockey CEO
Quick Value #322 - FuboTV (FUBO)
Today’s post:
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Recently closed merger between Fubo and Hulu Live vMVPD platforms
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Shares trading at 4.2x 2028 EBITDA target with good visibility
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Abrupt CEO change brings in former head of Disney+
For new subscribers — these...
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