Sitemap - 2023 - Value Don't Lie
Quick Value #199 - Atkore ($ATKR)
B Riley ($RILY) - Analyst Day Notes
Quick Value #197 - Unit Corp ($UNTC)
How to Assess Capital Allocation
Quick Value #196 - "Compounding Bond"
Quick Value #195 - Worthington Industries (WOR)
Quick Value #194 - Liquidation Idea
B Riley ($RILY) - A "Short" Rebuttal
Quick Value #193 - MGP Ingredients ($MGPI)
Quick Value #192 - Thrift Conversion
Quick Value #191 - John Wiley & Sons ($WLY)
Quick Value #190 - 10.23.23 ($FHN)
Quick Value #189 - 10.16.23 ($HRBR)
Post-reorg stock at 3.7x EBITDA
Why I'm Not Buying Crocs ($CROX)
The best ideas hit you in 30 minutes or less
Auto service provider at <10x FCF
Accommodations Industry Primer
I caved and bought this one...
2x upside potential on these pharma stocks
An update on this classic net-net
Quick update on that microcap...
Pair of cheap thrift conversions
Dividend cut clobbers this energy co
Auto services balance sheet transformation