Enterprising Investor
Subscribe
Sign in
Home
Notes
Portfolio
Idea List
Archive
About
Latest
Top
Discussions
Photronics Stock Summary
Photronics is a supplier to the semiconductor industry with P/FCF below 10x
Jun 8
•
Tyler Moody
8
Share this post
Enterprising Investor
Photronics Stock Summary
Copy link
Facebook
Email
Notes
More
2
May 2025
Stock Summary: Monro and Tandy Leather
This week I review Monro and value Tandy Leather based on their latest balance sheet
May 25
•
Tyler Moody
8
Share this post
Enterprising Investor
Stock Summary: Monro and Tandy Leather
Copy link
Facebook
Email
Notes
More
2
Berkshire AGM Recap and Trucking Stock Summary
This week I recount my visit to Omaha plus I looked at a few trucking companies
May 16
•
Tyler Moody
4
Share this post
Enterprising Investor
Berkshire AGM Recap and Trucking Stock Summary
Copy link
Facebook
Email
Notes
More
1
April 2025
Enterprising Investor at a Glance
Later this week I will be out in Omaha for the Berkshire annual meeting, which will I’m sure I will have a great time hanging out with fellow value…
Apr 29
•
Tyler Moody
3
Share this post
Enterprising Investor
Enterprising Investor at a Glance
Copy link
Facebook
Email
Notes
More
Idea List: Issue #15
This week I looked at two stocks with high free cash flow yield: Core Molding Technologies and Skyworks Solutions
Apr 21
•
Tyler Moody
6
Share this post
Enterprising Investor
Idea List: Issue #15
Copy link
Facebook
Email
Notes
More
Q1 2025 Portfolio Update
For Q1 my portfolio was up 1.6%
Apr 3
•
Tyler Moody
6
Share this post
Enterprising Investor
Q1 2025 Portfolio Update
Copy link
Facebook
Email
Notes
More
1
March 2025
Having Fun with Special Situations
Taking a look at a few special situations: BECN, IGMS, BOID, ALGM
Mar 30
•
Tyler Moody
4
Share this post
Enterprising Investor
Having Fun with Special Situations
Copy link
Facebook
Email
Notes
More
2
Saga Communications: Finding Value in a Melting Ice Cube
Saga Communications is trading at 2/3 of my fair value estimate despite cyclical and secular challenges to radio broadcasters
Mar 16
•
Tyler Moody
7
Share this post
Enterprising Investor
Saga Communications: Finding Value in a Melting Ice Cube
Copy link
Facebook
Email
Notes
More
Q1 2025 Portfolio Fair Value Updates
Earnings and valuation updates for TLF, ALCO, MPAA, BTI
Mar 2
•
Tyler Moody
9
Share this post
Enterprising Investor
Q1 2025 Portfolio Fair Value Updates
Copy link
Facebook
Email
Notes
More
2
February 2025
A Turbocharged Value Stock
Garrett Motion is an auto parts manufacturer trading at a 40% discount to fair value with strong cash flow
Feb 19
•
Tyler Moody
14
Share this post
Enterprising Investor
A Turbocharged Value Stock
Copy link
Facebook
Email
Notes
More
2
Intrepid Potash Stock Snapshot
Intrepid Potash is a microcap potash mining company trading at a large discount to book value
Feb 7
•
Tyler Moody
12
Share this post
Enterprising Investor
Intrepid Potash Stock Snapshot
Copy link
Facebook
Email
Notes
More
Monthly Round Up: January
Recent Portfolio Changes
Feb 2
•
Tyler Moody
5
Share this post
Enterprising Investor
Monthly Round Up: January
Copy link
Facebook
Email
Notes
More
6
Share
Copy link
Facebook
Email
Notes
More
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts
