Archive - JustValue

Follow-up on Duluth Trading ($DLTH)

Short Q4 2023 Results Review

Mar 12 •

Automotive Dealership Industry 101

It is undeniable that one of the main parts of an investment thesis implies carrying out a sectorial analysis. Sometimes is rather difficult to forecast…

Mar 9 •

January 2024

Duluth Trading ($DLTH): Approaching The Inflection Point

Duluth Trading (DLTH) is a casual wear, workwear and accessories company, known for offering quality and durable products, with a loyal and satisfied…

Jan 30 •

October 2023

TopBuild ($BLD): Mastering the Insulation Distribution

I do really search for companies in many different sectors but there is something that eventually brings me back to specialty distributors. As I…

Oct 14, 2023 •

September 2023

Arhaus ($ARHS): why I passed on or the importance of the “little things”

In Praise of the Proxy Statement

Sep 14, 2023 •

August 2023

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…

Aug 18, 2023 •

July 2023

Revisiting Hibbett Sports ($HIBB)

Short-Term Pain for Long-Term Gain

Jul 12, 2023 •

June 2023

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…

Jun 21, 2023 •

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…

Jun 15, 2023 •

February 2023

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…

Feb 4, 2023 •

December 2022

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…

Dec 23, 2022 •

November 2022

Revisiting OneWater Marine ($ONEW)

Reasons to trim my position

Nov 19, 2022 •

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