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Updates: Judges Scientific, Jet2, Watches of Switzerland (JDG, JET2, WOSG)
Latest analysis on results and tariffs affecting Jet2, Judges Scientific, and Watches of Switzerland.
Oct 7
•
Chris Waller
16
September 2025
Tesla and XPEL - A Roadmap for Growth?
Update on XPEL's growth runway and investment opportunities
Sep 23
•
Chris Waller
17
Seaport Entertainment (SEG): Pier 17, Tin Building & Valuation | Special Report
SEG stock trades at a $330mm market cap despite $162mm in net cash and $850mm of properties. This deep dive updates on valuation, business model, and…
Sep 16
•
Chris Waller
14
7
Monthly Updates: TerraVest, Seaport, XPEL
TerraVest, Seaport, XPEL
Sep 2
•
Chris Waller
22
2
August 2025
Podcast on Judges Scientific (JDG.L)
With Yet Another Value Podcast
Aug 19
•
Chris Waller
8
August 2025 Update
JDG, WOSG, JET2, XPEL, MACF
Aug 5
•
Chris Waller
16
July 2025
Judges Scientific (JDG.L): Quality Serial Acquirer | Special Report
Serial acquirer with 25% p.a. returns for 20 years
Jul 9
•
Chris Waller
21
4
Update on ContextLogic
$6.7 stock with $6.7 in cash and $10-15 in total intrinsic value
Jul 1
•
Chris Waller
7
5
June 2025
June 2025 Update
XPEL, WOSG, SEG, MACF, LOGC
Jun 3
•
Chris Waller
8
May 2025
Is TerraVest Still Cheap? (TVK.TO) | Updated Valuation & Outlook
Deep dive on TerraVest Industries (TVK.TO) after the stock's strong performance
May 28
•
Chris Waller
10
2
Berkshire Hathaway's AGM (2025)
Monthly updates: JET2, XPEL, WOSG, LOGC
May 6
•
Chris Waller
10
April 2025
Watches of Switzerland (WOSG): Insights from Watches & Wonders
Update on how tariffs may impact WOSG and Rolex margins
Apr 10
•
Chris Waller
19
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