Charting the Largest Tariff Hike in Modern History
April 12, 2025, 5:26 p.m.
Bond Vigilantes
April 12, 2025, 11:02 a.m.
After the Fallout: Yields Spiral
April 11, 2025, 3:15 p.m.
Highlights from Amazon CEO Andy Jassy’s annual letter to shareholders (and some charts)
April 11, 2025, 1:31 p.m.
Trade, Tariffs, and Tech
April 7, 2025, 8:41 p.m.
Quick Value #265 - Amrize (AMRZ)
April 14, 2025, 12:46 p.m.
Quick Value #264 - 7 beaten down small caps
April 7, 2025, 2:06 p.m.
Quick Value #263 - Nexstar Media Group (NXST)
March 31, 2025, 3:09 p.m.
Quick Value #262 - Turnaround + SOTP
March 24, 2025, 12:19 p.m.
Earnings Recap Part II
March 23, 2025, 2:46 p.m.
Quick Value #261 - Ziff Davis (ZD)
March 17, 2025, 11:53 a.m.
Quick Value #260 - Specialty Chem with Activist
March 10, 2025, 1:12 p.m.
Watchlist Notes
March 5, 2025, 2:26 p.m.
Quick Value #259 - Berkshire Hathaway (BRK)
March 3, 2025, 12:31 p.m.
Quick Value #258 - Cyclical Recovery
Feb. 24, 2025, 1:58 p.m.
Quick Value #257 - Terex Corp (TEX)
Feb. 17, 2025, 1:02 p.m.
Earnings Recap
Feb. 16, 2025, 2:51 p.m.
Quick Value #256 - Beaten Down Cyclical
Feb. 10, 2025, 2:12 p.m.
Quick Value #255 - Havas NV (HAVAS)
Feb. 3, 2025, 12:57 p.m.
Quick Value #254 - Microcap Spin at 3x EBITDA
Jan. 27, 2025, 1:08 p.m.
Quick Value #253 - Canal+ (LSE:CAN)
Jan. 20, 2025, 1:18 p.m.
Quick Value #252 - RemainCo at 0.5x NAV
Jan. 13, 2025, 1:52 p.m.
VDL Home Base
Jan. 11, 2025, 2:34 p.m.
Quick Value #251 - Liberty Global (LBTYA) + Sunrise (SNRE)
Jan. 6, 2025, 1:52 p.m.
Quick Value #250 - 2024 Recap
Dec. 31, 2024, 1:03 p.m.
Quick Value #249 - Small Cap Asset Sales
Dec. 23, 2024, 1:35 p.m.
Quick Value #248 - Peabody Energy (BTU)
Dec. 16, 2024, 1:05 p.m.
Quick Value #247 - Cheap nanocap turnaround
Dec. 9, 2024, 4:34 p.m.
Quick Value #246 - Boeing Co (BA)
Dec. 2, 2024, 3:16 p.m.
Quick Value #245 - Microcap Multi-Year Growth Story
Nov. 25, 2024, 2:10 p.m.