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Q2 2025 Portfolio Update
For Q2 2025 my portfolio was up 11.1% and is up 12.9% YTD
Jul 4
•
Tyler Moody
7
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Q2 2025 Portfolio Update
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June 2025
Photronics Stock Summary
Photronics is a supplier to the semiconductor industry with P/FCF below 10x
Jun 8
•
Tyler Moody
9
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Photronics Stock Summary
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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
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Stock Summary: Monro and Tandy Leather
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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
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Berkshire AGM Recap and Trucking Stock Summary
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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
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Enterprising Investor at a Glance
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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
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Idea List: Issue #15
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Q1 2025 Portfolio Update
For Q1 my portfolio was up 1.6%
Apr 3
•
Tyler Moody
6
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Q1 2025 Portfolio Update
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March 2025
Having Fun with Special Situations
Taking a look at a few special situations: BECN, IGMS, BOID, ALGM
Mar 30
•
Tyler Moody
4
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Having Fun with Special Situations
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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
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Saga Communications: Finding Value in a Melting Ice Cube
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Q1 2025 Portfolio Fair Value Updates
Earnings and valuation updates for TLF, ALCO, MPAA, BTI
Mar 2
•
Tyler Moody
9
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Q1 2025 Portfolio Fair Value Updates
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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
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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
12
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Intrepid Potash Stock Snapshot
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