JustValue

Home
Archive
About
Arhaus ($ARHS): why I passed on or the importance of the “little things”
In Praise of the Proxy Statement
 • 
Just Value
6
New
Top
Community
Gypsum Management & Supply ($GMS): Another Wonderful Distribution Business
Introduction I had always thought about distribution as a boring business and I am surprised how wrong I was! Since I started to deep dive in Pool…
 • 
Just Value
Revisiting Hibbett Sports ($HIBB)
Short-Term Pain for Long-Term Gain
 • 
Just Value
Revisiting Academy Sports and Outdoors ($ASO): the Thesis Remains Intact
Despite 1Q23 disappointing results, ASO is doing everything right to thrive in the long run: ramping up its store growth, deploying a meaningful capital…
 • 
Just Value
1
The Cato Corporation (CATO): a Value Play
The Cato Corporation is an apparel retailer whose successful turnaround was interrupted by the pandemic. In 2019 they were gradually recovering from a…
 • 
Just Value
Spotify ($SPOT): Great Expectations with an Unclear Path to Success
Introduction I think there is little controversy about Spotify (SPOT) as product: Spotify is a leading music streaming service that provides access to…
 • 
Just Value
Airbnb ($ABNB): Wonderful Business But Still Expensive
Introduction I do know that this is not the best way to start an article but I have to admit that I’m really disappointed. Not with the article itself…
 • 
Just Value
1
Revisiting OneWater Marine ($ONEW)
Reasons to trim my position
 • 
Just Value
2
JustValue
Security analysis and investment thesis.
Recommendations
Yet Another Value Blog
Yet Another Value Blog
Andrew Walker
Investment theses in Small Caps & Macroeconomic analysis
Investment theses in Small Caps & Macroeconomic analysis
Moram
Analyzing Good Businesses
Analyzing Good Businesses
YoungHamilton
Asian Century Stocks
Asian Century Stocks
Michael Fritzell
Monday Morning Links
Monday Morning Links
Michael Fritzell
© 2023 Just Value
Privacy ∙ Terms ∙ Collection notice
Start WritingGet the app
Substack is the home for great writing