Colin King
@valuedontlie
All value. No advice | Stock Newsletter http://www.valuedontlie.com | Profit tools @profitmastery | HoldCo http://www.circlecitycapitalgroup.com
Any searchers out there looking at bookkeeping + payroll firms? Interested in partnering on a deal I'm looking at... DMs open
$STRZ bear thesis... they weren't included in $CHTR slide on "expensive" OTT package
Retail not looking so hot…
Puma shares plunge 18% after full-year sales, profit outlook cut on U.S. tariffs cnbc.com/2025/07/25/pum…
Markets might be crazy overpriced, but at least you can buy Pfizer at 1998 levels
Reposting our write-up of $PHIN ahead of earnings tomorrow for anyone wanting to get up to speed. static1.squarespace.com/static/601ae5e…
There's a GoodCo / BadCo story in here too
$ATNI bull case per chatgpt...
PSA… For anyone buying this Costco “flannel” — you’re probably just getting a cotton/poly blend in a plaid pattern. A “real” flannel shirt likely has at least $10 worth of material in it before cut/sew even
Fellow SMB folks: everything sucks in the beginning. End rant.
$AMPY announcing strategic update and CEO change Exploring sale of East Texas + Oklahoma assets which would make this nearly 100% oil-based CEO change unsurprising given prior management pushed for unsuccessful merger
Is "activism" a thing in Japan?
Nice work from @verdadcap quantifying the ongoing opportunity in deep value in SMID Japanese cos. Per the below there are still ~450 cos trading in Japan sub 0.5x P/B (on reported book mind you, often this is v understated), most all of which is sub $300mm mkt cap... happy…