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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
7
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A Turbocharged Value Stock
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Intrepid Potash Stock Snapshot
Intrepid Potash is a microcap potash mining company trading at a large discount to book value
Feb 7
•
Tyler Moody
9
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Intrepid Potash Stock Snapshot
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Monthly Round Up: January
Recent Portfolio Changes
Feb 2
•
Tyler Moody
4
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Monthly Round Up: January
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January 2025
Saga Communications Stock Snapshot
This week I took a look the radio broadcaster Saga Communications that is trading at 0.44x book value
Jan 24
•
Tyler Moody
6
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Saga Communications Stock Snapshot
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2024 Portfolio Update
For 2024 my portfolio was up 15.1% and my five year average return was 17.5%
Jan 17
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Tyler Moody
8
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2024 Portfolio Update
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December 2024
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
•
Tyler Moody
7
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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
•
Tyler Moody
5
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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
7
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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
2
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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
•
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
•
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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