Value Don't Lie
Quick Value - a weekly review of value investments and special situations
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 548 | Founded | 7 years ago | Last Issue | 6 days ago |
| Active | |||||
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valuedontlie.comLatest Issues
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...
Quick Value #327 - Strategic Review
This beaten down stock looks poised for a sale within 12-18 months
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.
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