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Getting the most out of a VDL sub - links, resources, trackers, etc.
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Quick Value #286 - Portillo's (PTLO)
Sep 29, 2025
18
9
Quick Value #205 - Energy MRO Distributors
Feb 12, 2024
3
Quick Value #276 - Quality Small Cap
Jul 21, 2025
12
1
How to Read a 10-K
May 24, 2025
33
3
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Quick Value #300 - Canadian Inflection
This Canadian microcap is an early innings capital allocation inflection; shares are super cheap at 3x EBITDA and 7x FCF
Jan 12
8
2
Quick Value #299 - Cinemark (CNK)
Beaten down on fears of NFLX/WBD deal; stock is cheap and capital allocation inflecting
Jan 6
7
5
Quick Value #298 - Becton Dickinson (BDX)
Upcoming RMT transaction set for 1Q26 closing; a look at stub BDX
Dec 29, 2025
6
3
2
A Guide to Inflection Investing
A highly actionable source of investment ideas
Dec 28, 2025
10
2
1
Quick Value #297 - Versant Media (VSNT)
A look at the upcoming cable network SpinCo from Comcast - set for trading on 1/5/26
Dec 22, 2025
15
1
1
A Guide to Deleveraging Stories
Investment themes Pt. 7 of 15 = public LBO / deleveraging situations
Dec 18, 2025
11
3
A Guide to Activist Investing
Investment themes Pt. 6 of 15 = activist investing
Dec 16, 2025
7
3
A Guide To Insider Buys
Investment themes Pt. 5 = insider buying
Dec 14, 2025
8
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