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Quick Value #213 - Capital Allocation Inflection
Healthcare capital allocation inflection story at 4-5x EBITDA / 7-8x FCF
Apr 15
2
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Quick Value #213 - Capital Allocation Inflection
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Portfolio Update 1Q24
A combo of special sits and cheap stocks at a combined 9x earnings / 6x FCF
Apr 12
4
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Portfolio Update 1Q24
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Quick Value #212 - Consensus Cloud Solutions (CCSI)
Levered microcap software trading at 3.5x earnings; buying back debt and equity
Apr 8
12
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Quick Value #212 - Consensus Cloud Solutions (CCSI)
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Quick Value #211 - Healthcare Special Situation
Divestitures, huge buybacks, and a cash flowing core business
Apr 3
6
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Quick Value #211 - Healthcare Special Situation
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2
March 2024
Quick Value #210 - Solventum (SOLV)
Healthcare spin-off from 3M (MMM) coming early April
Mar 25
8
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Quick Value #210 - Solventum (SOLV)
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Quick Value #209 - Specialty Chem Special Situation
Mar 18
2
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Quick Value #209 - Specialty Chem Special Situation
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Quick Value #208 - GE Vernova ($GEV)
Upcoming GE spin-off - Vernova & Aerospace
Mar 11
10
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Quick Value #208 - GE Vernova ($GEV)
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This auto supplier special sit gets no love
(Hint: it's not GTX)
Mar 8
2
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This auto supplier special sit gets no love
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Quick Value #207 - Fast Growing Canadian Microcap
Serial acquirer at 5.5x EBITDA 8x FCF
Mar 4
5
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Quick Value #207 - Fast Growing Canadian Microcap
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February 2024
Quick Value #206 - Berkshire Hathaway ($BRK)
Quick Value Weekly
Feb 26
9
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Quick Value #206 - Berkshire Hathaway ($BRK)
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Quick Value #205 - Energy MRO Distributors
A pair of MRO distributors to energy, pipelines, and utilities trading at <6x EBITDA and 11%+ FCF yields... merger or takeout on the horizon?
Feb 12
3
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Quick Value #205 - Energy MRO Distributors
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Cheap industrial stub with option-like spin-off
This mid-cap special sit is worth a look at 8x earnings and an upcoming spin-off
Feb 11
5
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Cheap industrial stub with option-like spin-off
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