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Updated Special Report: Seaport Entertainment (SEG)
Market cap of $330mm vs $162mm of net cash and $850mm of properties
16 hrs ago
•
Chris Waller
11
Monthly Updates: TerraVest, Seaport, XPEL
TerraVest, Seaport, XPEL
Sep 2
•
Chris Waller
20
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
Special Report: Judges Scientific (JDG.L)
Serial acquirer with 25% p.a. returns for 20 years
Jul 9
•
Chris Waller
19
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?
Update from the Eastern Energy Expo
May 28
•
Chris Waller
10
2
Berkshire Hathaway's AGM (2025)
Monthly updates: JET2, XPEL, WOSG, LOGC
May 6
•
Chris Waller
9
April 2025
WOSG: Insights from Watches & Wonders
How tariffs may impact Watches of Switzerland
Apr 10
•
Chris Waller
19
Podcast on Seaport Entertainment (SEG).
With Yet Another Value Podcast
Apr 8
•
Chris Waller
5
April 2025 Update
Seaport, TerraVest, Watches of Switzerland, ContextLogic
Apr 1
•
Chris Waller
7
4
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