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Mammoth Energy Services Stock Summary
Mammoth Energy is trading at a deep discount to book value with a large cash balance and no debt
Dec 22, 2024
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Tyler Moody
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Mammoth Energy Services Stock Summary
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Q3 2024 Portfolio Fair Value Updates
Stock fair value updates for Alico, Motorcar Parts of America, Tandy Leather Factory, and Jewett-Cameron Trading company
Dec 16, 2024
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Tyler Moody
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Q3 2024 Portfolio Fair Value Updates
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Garrett Motion Stock Summary
Garrett Motion is a leading turbocharger manufacturer with high free cash flow yield and shareholder returns
Dec 8, 2024
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Tyler Moody
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Garrett Motion Stock Summary
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November 2024
Monthly Round Up: November
This post I celebrate Thanksgiving by doing some reflecting on my Substack journey
Nov 29, 2024
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Tyler Moody
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Monthly Round Up: November
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Idea List: Issue #14
This week I analyze ST Microelectronics and Gray Television
Nov 17, 2024
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Tyler Moody
12
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Idea List: Issue #14
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Dollar General Stock Analysis
Analyzing Dollar General, a mid-cap retailer selling below 2/3 its fair value
Nov 10, 2024
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Tyler Moody
10
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Dollar General Stock Analysis
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Monthly Round Up: October
PSA: I made a survey to better understand what kind of content you would prefer.
Nov 3, 2024
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Tyler Moody
7
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Monthly Round Up: October
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October 2024
Idea List: Issue #13
This week I analyze Dollar General and Surge Components
Oct 26, 2024
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Tyler Moody
7
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Idea List: Issue #13
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Idea List: Issue #12
This week I analyzed TTEC Holdings and Curbline Properties
Oct 18, 2024
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Tyler Moody
6
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Idea List: Issue #12
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Q3 2024 Portfolio Update
Ever since I started buying stocks I tracked my portfolio performance using spreadsheets.
Oct 11, 2024
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Tyler Moody
6
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Q3 2024 Portfolio Update
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October Update
I unfortunately haven’t put out any posts in the past couple of weeks so I wanted to provide a quick update.
Oct 8, 2024
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Tyler Moody
2
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October Update
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September 2024
September Watchlist Fair Value Updates
This week I analyzed TLF, JCTCF, MPAA, MNRO, CVR, PINC, PETS, SKAS, CSV, NTGR
Sep 20, 2024
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Tyler Moody
4
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September Watchlist Fair Value Updates
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