New Position Update
Join the Value Situations Chat
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
