Value Situations

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New Position Update

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EV transition on ICE?

Q3 2023 Model Portfolio Review

Bunge Jump Redux

A New Position & Updates On Some Names

A Case of Price/Value Non-Compliance

A Capital Return Story

Q2 2023 Model Portfolio Review

Value Driver

A Wooden Spoon?

Model Portfolio Update

Breaking Bayer

Q1 2023 Model Portfolio Review

More Clues & Now A New Position

The Clues Are There

Two Idea Updates

Roll Up, Roll Up!

Dole Plc: Finally Starting to Ripen?

The 2x Quick Sit That Got Away

Improving Value Situations

2022 Review & 2023 Outlook

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