Deep Dives

Deep Dive on ContextLogic (LOGC)

$6.7 stock with $6.7 in cash and $10-15 in total intrinsic value

Jul 1, 2025 • Chris Waller

$380mm for $300mm in cash, $2.8bn in NOLs, a catalyst that happened yesterday

US listed

Feb 26, 2025 • Chris Waller

Macfarlane Packaging (MACF.L) | Deep Dive

Macfarlane trades for 9.7x FCF, generates 25% a post-tax ROTC, has sustainable competitive advantages, almost no debt, and is run by an honest and…

Jul 30, 2024 • Chris Waller

Kyndryl (KD): Spin-off, Turnaround & Valuation | Deep Dive

Sold down spinoff trading on 5x future FCF

Mar 21, 2023 • Chris Waller

Jet2 (JET2.L) | Deep Dive

5x earnings power for double digit growth, net cash, industry leading share and management

Nov 23, 2022 • Chris Waller

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