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Quick Value #313 - Magnum Ice Cream (MICC)
Ice cream spin-off 5 months in: what's the story and what's it worth?
21 hrs ago
12
2
1
A Guide to Asset Plays
Deep dive into a variety of asset plays; case studies and actionable ideas included.
Apr 21
15
2
Quick Value #312 - Nomad Foods (NOMD)
Beaten down stock in a beaten down industry + management change
Apr 13
19
2
2
Quick Value #311 - Gen Digital (GEN)
Quick Value - a weekly review of value investments and special situations
Apr 9
21
1
Quick Value #310 - Middleby Corp (MIDD)
An early look at this upcoming (2Q26) mid-cap spin-off
Apr 6
15
1
Quick Value #309 - GameStop (GME)
Profitable for first time since 2018 + sitting on pile of cash; now on the cusp of a mega acquisition?
Mar 23
13
3
1
Quick Value #308 - Sale + Merge Special Sit
Small-cap financial services transaction closing 2Q26; shareholders get a large cash distribution + shares in NewCo stub
Mar 17
10
3
1
Quick Value #307 - CBIZ Inc (CBZ)
Beaten down stock transitioning from EPS growth story trading at 20-30x earnings to value stock at 7-8x earnings
Mar 9
27
2
4
Quick Value #306 - Ziff Davis (ZD)
This "perceived" AI loser is trading at 2.4x EBITDA and actively shopping parts of the business; deal announcements expected soon
Mar 2
7
3
1
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Top posts
Quick Value #312 - Nomad Foods (NOMD)
Apr 13
19
2
2
Quick Value #286 - Portillo's (PTLO)
Sep 29, 2025
18
9
VDL Home Base [Start Here]
Jan 11, 2025
13
1
Quick Value #205 - Energy MRO Distributors
Feb 12, 2024
3
Quick Value #310 - Middleby Corp (MIDD)
Apr 6
15
1
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