Cash is King
April 25, 2025, 5:17 p.m.
Apple and the Ghosts of Companies Past, Privacy at the Expense of Performance, The Cook Question
April 24, 2025, 8:41 p.m.
Microsoft: OpenAI Stake Valued At $147 Bln
April 23, 2025, 2:40 p.m.
The Clues to Trump's Future Tariffs
April 23, 2025, 12:19 p.m.
Where is the Tariff Pull Forward?
April 22, 2025, 1:29 p.m.
Midyear Picks Update
June 2, 2025, 3:11 p.m.
Quick Value #270 - Monro Muffler (MNRO)
May 27, 2025, 12:22 p.m.
How to Read a 10-K
May 24, 2025, 1:44 p.m.
Quick Value #269 - Microcap Idea
May 19, 2025, 12:49 p.m.
Quick Value #268 - Air Lease (AL)
May 12, 2025, 1:37 p.m.
Quick Value #267 - Markel (MKL)
April 28, 2025, 12:24 p.m.
Quick Value #266 - GARP Stock at Value Price
April 21, 2025, 1:38 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.